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Valiro AI

Editing Work Package Templates

Update work package templates to continuously improve your processes.

Editable Fields

Section titled “Editable Fields”

All aspects of a work package template can be changed:

  • Name - Update the template name
  • Description - Adjust the explanation
  • Custom Fields - Add, modify, or remove fields

Managing Fields

Section titled “Managing Fields”

Adding a New Field

Section titled “Adding a New Field”
  1. Click “Add Field”
  2. Select the field type
  3. Configure the name and options
  4. Save the template

Editing a Field

Section titled “Editing a Field”
  • Change the field name
  • Adjust the options (for select fields)
  • Change the required setting

Removing a Field

Section titled “Removing a Field”

Remove fields that are no longer needed.

Impact on Existing Work Packages

Section titled “Impact on Existing Work Packages”

What Happens with Field Changes?

Section titled “What Happens with Field Changes?”
ChangeExisting WPsNew WPs
New field addedNo effectField available
Field removedData retainedField not available
Field name changedNo effectNew name

Best Practices

Section titled “Best Practices”
  • Test template changes with a test work package
  • Document important changes
  • Consider existing work processes before making changes