---
title: Packages
summary: Create the list of work packages, such as Structural or Waterproofing, that you attach to template tasks.
order: 1
menu: Company settings > Planning > Packages
route: /constructionpackages
who: People who have the View Other Masters permission. Add, Edit and Delete need the matching permission on the same master.
---

A package is a named group of work, for example **Structural**, **Block work** or **Waterproofing**. You create the list once. Later you choose a package for each task in a template. Packages let you group tasks of the same trade across all templates and projects.

## Before you start

Nothing is needed first. Create packages before you build [templates](templates.md), because the template task sheet only accepts a package that already exists in this list.

## How to add a package

1. Open **Company settings > Planning > Packages**.
2. Click **Add Package** (mark 1 in the first picture).
3. Type the package name in **Name** (mark 1 in the second picture). Use a trade or a type of work, such as `Plaster`.
4. If you want a picture, drop a PNG file in **Icon** (mark 2). The file must be a PNG and smaller than 100 KB. This step is optional.
5. Click **Save** (mark 3). The button stays grey until you type a name.

![The Packages list. Mark 1 is the Add Package button. Mark 2 is the search box.](../media/package-list.png)

![The Add Package dialog. Mark 1 is Name, mark 2 is Icon, mark 3 is Save.](../media/package-add-dialog.png)

If you add no icon, the list shows a small picture made from the first letters of the name.

## How to edit or delete a package

1. Find the package in the list. Type at least 3 characters in **Search (min. 3 characters)** (mark 2 in the first picture) to narrow the list.
2. Click the three dots at the end of the row. A small menu opens.
3. Click **Edit** (mark 1 in the next picture) to change the name or the icon. Click **Save** when you finish.
4. Click **Delete** (mark 2) to remove the package. Confirm the question that appears.

![The menu of a package row. Mark 1 is Edit. Mark 2 is Delete.](../media/package-row-menu.png)

You see **Edit** only with the Edit permission. You see **Delete** only with the Delete permission. The three dots do not appear if you have neither.

Click **Export to CSV** to download the list.

## What the columns mean

| Name | What it means |
| --- | --- |
| **ICON** | The picture of the package. |
| **NAME** | The package name. Click the heading to sort. |

## Rules to know

- The name is required.
- A package name cannot repeat. The system shows **Package cannot be repeated**.
- You cannot delete a package that is still used. Delete stops when a template task, a project template task, a project template working copy or a project template revision uses the package. Change those tasks to another package first.

## If something goes wrong

| What you see | What to do |
| --- | --- |
| **Save** is grey | Type a name. |
| **Package cannot be repeated** | A package with this name exists. Search the list and use it, or choose another name. |
| A message that starts with **Templates have tasks with this package** | Open the template, change the package on those tasks, then delete again. |
| The package is not in the list of a template task | Add it here first, then open the template again. |

## Related pages

- [Templates](templates.md): choose a package for each task.
- [Planning masters](index.md): the order to set up the planning lists.