Editing Packages

This article shows how to edit packages.

Steps to Remove Items from Packages

Given you are on the dashboard as a user that has rights to edit packages.

 

1) Click tools --> Package Editor.

2) Select the package you want to edit.

3) Click "Edit".

4) Click the checkbox in the "Remove" column of the grid at the bottom of the screen.

 

Steps to Add Items from Packages

Given you are on the dashboard as a user that has rights to edit packages.

 

1) Click tools --> Package Editor.

2) Select the package you want to edit.

3) Click "Edit".

4) Click on the tab representative of the type of item you are searching for (Accounting parts, RMR, etc.). Then search for the items you want at the top of the screen. 

5) Click and drag the item over to the package folder

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