These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Event Planning PM
- Features
- Work packages
Work packages
Turn each event deliverable into owned scope with a due date, budget hours and a controlled revision.
OverviewAwaiting Review×
Event Planning PM · Work packages
New
Awaiting Review
Work packages
| Record number | Subject | Status | Revision | Owner | Due at | |
|---|---|---|---|---|---|---|
| WP-70313 | Review wp-765 | Review | 700 | 26 Oct | ||
| WP-84546 | Review wp-516 | Review | 130 | 27 Oct | ||
| WP-14431 | Review wp-265 | Review | 160 | 04 Oct | ||
| WP-24495 | Review wp-872 | Review | 620 | 03 Oct | ||
| WP-85578 | Review wp-778 | Review | 670 | 22 Oct |
6 of 6 records
Review wp-765Work packages · WP-70313
ReviewRevision700
Due at26 Oct
What you can do
Work packages in daily work
A Project Coordinator records the subject, owner, project, due date and budget hours for each package. The package begins in Draft. Planning adds task lines and dependencies; baselining checks the revision and moves the package through Planned into Active. The record number lets the team refer to the same scope during delivery and review.
How the work is organized
- Draft scope. Project Coordinator gives the package a subject, record number, owner, project, due date and budget hours.
- Baseline. Task lines and dependencies are checked against the current revision before the package becomes Active.
- Delivery decision. Event Worker completes tasks; Project Reviewer decides the submitted package revision from shared evidence.
What to agree during setup
Agree what belongs in one package, who may revise it and what evidence a reviewer needs at the end. Put venue preparation and supplier coordination in separate packages when their owners or acceptance decisions differ. Budget hours are a planning limit; actual hours live on Tasks, where the worker records what happened.
Agree when a venue deliverable needs its own package rather than a task in a larger one. Keep the package owner distinct from the independent reviewer. Decide who can change future unaccepted scope after a late supplier request, and require a review decision before revising dependent task lines. The record number should stay recognizable across handoffs.
Check the handoff on an actual case
Pick a package whose due date is close. Check its project, owner, task lines and budget before moving it forward. When a late venue change arrives, prepare a successor revision and retain earlier acceptance and attached evidence. A reviewer decision on the change should precede revisions to future unaccepted work.
Use a venue setup package due before the event. The Project Coordinator opens its task lines and confirms the planned hours fit the budget before baselining. If a supplier changes the setup plan after work starts, the coordinator prepares a successor revision and asks the Project Reviewer to decide the change. The worker’s completed hours and existing attachments stay with the earlier work. The next worker sees the current revision and which tasks remain.
What your team sees
- Work Package Board — See packages grouped by their current status, with owner and due date visible.
- Work Packages — Check the parent scope, owner, due date and current status before deciding.
Follow the work through
Follow Plan the work package for the related decision path. Review the data model when mapping existing records, and use implementation to rehearse the first event cycle.
What it keeps track of
Data model- Work packages
- Planned units of event delivery work with lifecycle, budget hours and revision control.
- Projects
- Client event projects that work packages are delivered against.
- Organizations
- Client and operating organizations that own event planning engagements.
- Team members
- Planners, coordinators and reviewers with their organization membership and platform identity.
- Tasks
- Task lines inside a work package with planned and actual hours.
Who uses it
Permissions- Project Coordinator
- Plans and revises package scope.
- Event Worker
- Completes its tasks.
- Project Reviewer
- Independently decides submitted delivery and requested changes.
- Operations Lead
- Follows due work.
Set up Event Planning PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.