# Work packages Learn how work packages are structured and how to add, organise, copy and delete them in Gantt and Takt. Language: en Canonical: https://support.sitedrive.com/en/kb/work-packages Work packages are the building blocks of your schedule. Each one is a piece of work done by one team, such as "Tiling" or "Partition Wall Framing". You organise work packages into a hierarchy in Gantt, then place them into locations with [Define areas](https://support.sitedrive.com/en/kb/define-areas) so that each floor or zone gets its own dated occurrence. This article explains how the hierarchy works and how to create, organise and remove work packages. ## Before you start - Users with the **Schedule**, **Site** or **Account admin** right can edit every work package. - Users with **Refine** or **Refine (ltd)** can edit the work packages they own and their subpackages. - Other roles can view work packages and report progress, but cannot change the structure. See [Roles and what each one can do](https://support.sitedrive.com/en/kb/roles). ## How work packages are structured Sitedrive uses a few kinds of work package. The work package panel labels each one as **Sum**, **Master** or **Instance**. Kind What it is Example Sum work package A grouping row with subpackages under it. Its dates cover all of its subpackages. "Interior Finishes" Phase A sum work package whose subpackages are actual work. Phases are what you place into areas. "Interior Finishes" in Harbour View Apartments Master The definition of one piece of work: name, team, tasks. Its dates cover all its instances. "Tiling" Instance The master's occurrence in one area, with its own dates and status. "Tiling" on Staircase A, Floor 3 Dates and statuses live on the instances. When you move a sum or a master, you are really moving the instances under it. You can't give a sum or master its own dates, because Sitedrive always calculates them from what is underneath. ![Gantt table showing the Project row, phases such as Interior Rough-in and Interior Finishes, and work packages under them](https://support.sitedrive.com/media/help/guide/work-packages/01-gantt-hierarchy.webp) _Phases sit under the Project row. Expand a work package to see its instances, one per area._ A good structure is one root row (for example "Project"), phases under it, and work packages under each phase. ## Add work packages in Gantt 1. Open the **Gantt** view. 2. Right-click the row next to where you want the new work package. You can also select the row's actions button. 3. Select **Add below** or **Add above**. To add a row under a sum work package, select **Add subpackage**. 4. Type the name and press Enter. 5. Fill in the other columns, such as **Team** and **Start date**. If the sum work package is expanded, **Add below** adds the new row as its first subpackage. If the sum is collapsed, the new row becomes the next row at the same level. You can also select a row and press + to add a row below it. ![Gantt row menu with Add below, Add above, Duplicate, Copy, Indent, Unindent, Define areas, Sort subpackages, Add subpackages to same areas, Add to library and Delete](https://support.sitedrive.com/media/help/guide/work-packages/02-row-menu.webp) _The row menu. Options depend on the kind of row you right-click._ ## Add work packages in Takt 1. Open a **Takt** view. 2. Right-click an empty cell in the area row and time where the work happens. 3. Select **Add work package**. You can also hold Alt (Mac: Option) and click the empty cell. 4. Type a **Name**. 5. Choose a **Phase**. Every work package created in Takt must belong to a phase. To create a new phase, type its name and select the **Create** option that appears. 6. Optionally set **Team**, **Owner**, **Color** and **Notes**. 7. Select **Create**. ## Organise the hierarchy To do this Do this Move a row one level down Select the row and press Tab, or right-click and select **Indent**. Move a row one level up Press Shift+Tab, or select **Unindent**. Change the order Drag the row to a new place in the Gantt table. Sort a phase by date Right-click the sum row, select **Sort subpackages**, choose **Chronological by start** (or another option), then **Sort immediate** or **Sort all**. Colour a sum row Right-click the sum row and select **Set color**. Open a phase in its own view Right-click the sum row and select **Open work phase**. When you indent a row directly under a master, the master becomes a sum work package. If the master already had tasks, Sitedrive asks what to do with them: keep them in a new work package, move them to the first new work package, or forget them. To split a master into smaller pieces of work that use the same areas, right-click it and select **Add subpackages to same areas**. ## Copy and duplicate - **Duplicate** in the Gantt row menu (Ctrl/Cmd+D) copies the row with all its subpackages. It works on one row at a time. - In Takt, select one or more work packages and press Ctrl/Cmd+C. Then select an empty cell and press Ctrl/Cmd+V. See [Takt planning](https://support.sitedrive.com/en/kb/takt-planning) for pasting a sequence onto several floors. - To reuse work packages in other schedules, use **Add to library**. See [Reusing plans](https://support.sitedrive.com/en/kb/reusing-plans). ## Delete work packages 1. Select one or more rows in Gantt. Use Ctrl/Cmd+click to select several. 2. Press Delete (Mac: Backspace), or right-click and select **Delete**. 3. Confirm. Deleting a row also deletes all its subpackages. In Takt, right-click a selection and select **Delete selected**. ## Good to know - Sorting replaces your manual order. The confirmation says it can't be reverted, so check before you confirm. [Version history](https://support.sitedrive.com/en/kb/undo-version-history-and-baselines) can still bring back an earlier state. - **Add subpackage** is not offered on masters. Indent a row under the master instead, or use **Add subpackages to same areas**. - **Duplicate** is not available on instances or in the Grouped Gantt view. - Tasks, quality tasks and prerequisites are added on the master. Each instance shows them, and task status is marked separately in each instance. - Rows that come from a locked template row can't be deleted and keep their work section. ## Related - [Key concepts in five minutes](https://support.sitedrive.com/en/kb/key-concepts) - [Define areas: putting work into locations](https://support.sitedrive.com/en/kb/define-areas) - [Moving and editing work](https://support.sitedrive.com/en/kb/moving-and-editing-work) - [Gantt](https://support.sitedrive.com/en/kb/gantt) - [Reusing plans: templates and libraries](https://support.sitedrive.com/en/kb/reusing-plans)