Summary
Packages and Bundles are predefined groups of Elements which can be quickly and easily booked to Orders or Projects on ShowMgr. A single Package can contain several specific or non-specific resources, assets, facilities, or services while two or more Packages can be combined to form Bundles. This article walks through how to add Elements to Packages and then how to add Packages to Bundles
How to Add a Package
1. On the left hand Navigation Menu and click on Packages > Manage Packages to open the Bundle / Package Administration page. Note: first time users will see an empty Package Grid, while existing users may see a Package Grid populated with search results
2. To create a new Package, click the 
button located at the top of the Package Grid
3. The New Package Summary pop up will open up. Fill in the fields with all available information. Mandatory fields are identified with a red asterisk. Some points to note:
- Package Code and Package Name can be identical. Package Code can differ by being an abbreviated name or alphanumeric representation of the Package
- Package Types can be configured. System admins can submit their preferences by contacting ShowMgr
- If a Package is assigned to an Order Class, it is listed as an option within the Package attribute on the selected Order Class
- Note: The Package attribute must be configured via Order Class Administration to the chosen Order Class. Selecting a Package via the Package attribute does not book the Package to the Order
- Users have the option to treat a Package like a template. If checked, the Package will appear as individual Elements when booked to an Order
- Note: If a Package is not a template, it can have its own booking attributes like status, start and end dates that differ from its individual Elements
- A Package can also be automatically assigned to new Projects
4. Click Submit to save your changes to the form
5. Click Submit & Close to save and close the form
6. You can search for your newly created Package via the Search Filters on the left hand side or typing it into the search bar at the top of the Grid. Once the Package appears in the Package Grid, click the 
button to modify the elements within the Package
7. You can search for and add Elements to the Package by using the drop-down arrow on the right hand side of the Add Element bar or by selecting or by typing in the desired Element name into the search bar at the top of the grid. You can add specific or non-specific elements and various quantities to a Package
8. Click the button next to an element to add it to the Package
9. Once the Package has all its desired Elements, it becomes its own bookable item. You can add the Package to a Bundle or book it to an Order or Project.
How to Add a Bundle
1. On the left hand Navigation Menu and click on Packages > Manage Packages to open the Package Grid
2. Select the 
button at the upper toolbar to open the Bundle page
3. Click on the Package Assignment tab on the right hand side of the screen
4. Select the different Packages you would like to add to your Bundle by browsing through the Search Available Packages section. Identify which Packages you would like to add and click the 
button to add them to the list of Packages Assigned to Bundle on the left hand side
Important note about Packages and Rates
- If a package has a rate, then financials will be pulled from the package level and financials are disabled for all of the children
- If a package does not have a rate, then the financials act as a sum of the parts and the children financials are used
- Sometimes revenue is set on the package but the cost is calculated as a sum of the parts