Planning is where all the work packages are stored. To enable the work packages to feature, the project needs to be set up that has the template of work planning. Work planning is similar to other forms but specific to the purpose of work packaging.
- New: Add a new work package.
Export to PDF : when a work package is selected, you can export the work package to a pdf.
Export View to Excel : This exports the table view with the available columns to an excel spreadsheet.
Import : This allows you to bulk import work packages from an excel spreadsheet.
Search : General search that can be performed on all available fields.
Filter : Filter work packages based on certain criteria.
- View Options: You can select to view all the work packages in Table, Map, or Model View.