Create Package Types

Package types are the classifications used across the project (CWA, EWP, CWP, FIWP, and any custom types). Define them once during Configuration.

Steps (outline)

1. Open the package-type configuration.
2. Add a type — name, code, and where it sits in the hierarchy.
3. Set its defaults — numbering, cost-code behaviour, and workflow/approval steps.
4. Optionally attach a template (see Templates).

Note

Confirm the exact X4D screens/buttons and add screenshots.

Document Control
Title	Create Package Types	X4D Module	X4D Core
Document No.	—	Revision	A
Status	Draft	Originator	X4D Team
Reviewer	—	Date	2026-06-13