Knowledge Base – Webman

Packages

Creating a Package

  1. Navigate to the Packages page from the left navigation panel.
  2. Click on + Add Package to start a new package setup.
  3. Fill in the following details:
    • Package Name: Enter a unique name for the package.
    • Hours: Specify the total number of hours included in the package.
    • Status: Set the status of the package (e.g., Active, Completed).
    • Project: Select the project this package is associated with.
    • Description: Add any relevant details or notes about the package.
    • Purchase Date: Set the date when the package was purchased.
    • Expiry Date: Define when the package will expire.
  4. Click Add Data to create the package.

Packages 1

Packages 3

Managing and Tracking Package Hours

  1. Track and View Package Information:
    • Navigate to the Packages page.
    • Hover over the desired package and click Actions > Deduction to view detailed deduction information.
    • This will display three main tables:
      • Overall Package Information: Overview of the current status, total hours, and package details.
      • Deduction History: A table showing all previously recorded deductions from the package.
        • Hover over any deduction entry and click Actions > Edit or Delete.
          • Edit: Update the deduction hours or description. Click the check button to save the changes.
          • Delete: Remove the deduction entry permanently.
      • Add New Deduction: A table for recording new deductions.
        • Enter the following details:
          • Hours: Specify the number of hours being deducted.
          • Description: Provide a brief explanation for the deduction.
        • Click on Add Deduction to save the new deduction entry.

Packages 5