Define the core project information that will be inherited by all Work Packages.
2. Project Team Leadership
Pick the key project leaders from the people assigned to this project. Choosing a
user account (rather than typing a name) is what lets the Work Package Creator offer them
as an owner and lets the suite email them — so add anyone missing to the project first, in the
Admin Console.
Kept on the distribution list of every work package by default.
Additional Team Members (optional)
3. Required Sign-Off Roles
Two roles are required on every package. They default to Superintendent and Foreman — rename either to fit your project (e.g. a BIM SOP uses BIM Coordinator and Construction Lead). Add more below.
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Optional Additional Roles
4. Work Package Types
Enable the WP types your project will use. Add any special rules and the roles required to approve WO completion.
Spec Section is filled onto every work package of that type automatically, so nobody types it per package.
5. Governance & WP Numbering
Define how Work Packages are formatted, sized, and issued on this project. The choices here decide how the Work Package Creator behaves for every package.
Use ## for counter, [Sector] [TYPE] as variables
Hold Ctrl (Cmd on Mac) to select multiple.
Examples:
By Sector / Area — one package per physical area, e.g. all work in Sector 1P, Level 2 chase.
By Discipline — separate packages per trade, e.g. Electrical wire-pull vs Mechanical install.
By Phase / Sequence — follow the build order, e.g. rough-in → wire pull → terminations.
By Resource Availability — size to a crew/equipment window, e.g. one boom-lift crew's week.
How will Work Packages use disciplines?
Decide whether a single package can carry more than one discipline (e.g. a chiller skid needing Mechanical install + Electrical wire-pull + Tech terminations), or whether each discipline gets its own package. This drives whether the Creator shows per-discipline scope sections and the Split by Discipline button.
Comma-separated. These appear as scope sections and instance suffixes in the Creator.
"Choose per package" lets the planner build a large multi-discipline package and split it later.
Work Package sizing
A Work Package should be a manageable, trackable chunk of work — typically a 1–2 week assignment. The Creator warns the planner when a package exceeds the ceiling so it can be broken down.
Sets the split threshold automatically; choose Custom to enter your own.
Auto-set from the size above (editable). The Creator flags packages over this so they can be split.
6. Quality & Inspection Strategy
Establish project-wide quality expectations that cascade to every Work Package.
7. Tracking & Commissioning Platforms
Select the tools used for construction tracking and commissioning. These can be the same or different systems.
Optional. Saved with every Work Package on this project for one-click access.
Optional. Saved with every Work Package on this project for one-click access.
8. Construction Sequence
Comes pre-sequenced with a typical install flow. Drag the ⠿ handle to reorder steps, edit labels inline, add a QC hold gate, or remove any step.
9. Release Gate Constraints
Constraints are readiness items that must be cleared before a WP can be issued.
Standard AWP Constraints (Vol II §2.3.2)
Custom Constraints (Optional)
10. Engineering Sources & References
Link to key documents and systems that WP authors will reference.
11. Location List
Building, floor and sector for this project. The shape of a
location differs per job — on some, floors within one building behave like
separate buildings and are the unit of both execution and cost tracking — so it
is configured here rather than assumed. Work packages pick from this list, and
cost rolls up by it.
One row per value, deepest level last:
building, floor, sector. Two columns describe a floor,
one describes a building. Comma, semicolon or tab separated — a paste
straight out of a spreadsheet works. A header row is ignored.
Current list
12. Work Package Sections
Turn off the parts of a work package this project does not
use. A section that is off does not appear in the creation form, in the work
package itself, or in the PDF export. Nothing is deleted.
Anything already captured stays on the package and comes back intact if the
section is turned on again — which is what makes this different from removing
a field.
Work Package Creation
Complete the SOP Configuration first to enable Work Package creation. Once the SOP is finished, the Work Package Creation tab opens the creator with your project defaults pre-populated.
