A Package is a grouping of Products and/or Labor Items. Packages provide a quick way to add multiple Items to a Project. They also provide flexibility on how labor is charged for the Package. If the items you add to the Package contain Accessories, you have the option to include or exclude them.
Packages can be something as simple as a wire assembly or as complex as a complete system with every bit and piece accounted for within the Package.
Packages can be created in your Catalog or they can be created "on the fly" within a Project. The Package Explorer allows you to manage the Packages in your Catalog. A Package created within a Project is not stored in the Catalog. It will only exist in the Project in which it was created.
The General tab displays basic information about the Package. This includes a Name, Group, Description, Image and Options.
Displays the Package Group assigned to the Package. Click the Package Groups button on the ribbon to manage your groups.
This allows you to set an abbreviation for the package that can be used in the Component ID format for the Package.
Displays the Description for the Package.
You can change the case of one or multiple words at a time. Make multiple selections by holding down Shift (to select a series) or Ctrl (to select outside of a series). Your options are: Upper, Lower, Title, Sentence.
Here you can add an image to a Package. You can use the Add, Paste, Clear functions or you can drag and drop images directly into the field.
The Options section allows you to specify how this package will behave when added to a project.
This setting applies when adding Packages to a Project via the Package Explorer within a Project. This will prompt you for any accessories when adding the Package to the Project vs. automatically adding them.
Note: In order for this feature to work, you must also check "Include Accessories".
This setting will ignore all Phase/Hour labor rates for all Products in the Package. Labor for the Package will only be calculated based on Labor Items that have been added to the Package. See Labor Considerations.
This will hide all detail for the Package in Client reports. All that will display by default are the Name, Description, and Price for the Package.
When checked, the accessories for any Item added to the Package will be included in the Package.
Indicates whether a Package has been approved for use.
This setting will allow you to assign items within a package to different Locations/Systems within a Project.
This will make the Package optional within a Project. Click here for details on Optional Items.
Displays the sum Price of all Products in the Package.
You can add a discount to a Package here. This field will auto-calculate the discount if you manually enter a Net Price.
Displays the Price of the Package with any applied Discount. This field will auto-calculate if you manually a percentage in the Discount field.
Select the item you want to add to the Package. Make multiple selections by holding down Shift (to select a series) or Ctrl (to select outside of a series). The Add button will add the item(s) to the Package and the screen will remain open. The Add and Close button will add the item(s) and close the screen.
The radio buttons will allow you to choose a different Price Type for the Package than that set for the Project.
Make a selection from your list of Price Types.
The Shapes and Blocks tab will allow you to assign a specific shape or block to a Package for use on Visio and AutoCAD Line and Plan pages.