How to merge trades in your trade list to create a package

This guide provides step-by-step instructions on how to merge or combine trades in your trade list to create a single package in C-Link.

Estimated Read Time: 3 Minutes ⏱

Sections in this Article:

💼 Navigating to the Project and Package Management
🔄 Combining Trades into a Single Package
📅 Setting Tender Dates and Saving the Package
🎥 Full Walkthrough Video

💼 Navigating to the Project and Package Management

To begin merging or combining trades into a single package, follow these steps:

1. Accessing Your Specific Project:
   • From your overall project dashboard, which displays all of your projects, select the project you wish to manage. For example, Gate Apartments.
2. Navigating to Update Packages:
   • To manage your project trades and packages, click on Plan My Project and then select Update Packages.
   • This will take you to a page displaying all the different trades within the project.

🔄 Combining Trades into a Single Package

To combine trades into a single package, proceed as follows:

1. Adding Trades:
   • If you need to add a new trade, you can do so by clicking on the Add Trade button, searching for the trade, and pressing Add.
2. Creating a Combined Package:
   • For example, if you want to create an Aluminium Doors and Windows package:
     • Tick the boxes next to Aluminium Doors and Aluminium Windows.
     • Rename the combined package to Aluminium Doors and Windows.
     • Press Add Package to create the new combined package.
   • This method can also be used for other trade combinations, such as First and Second Fix Carpentry.

📅 Setting Tender Dates and Saving the Package

Once you have created your combined package, you can finalise the details as follows:

1. Setting a Tender Return Date:
   • Choose a date for when you want the tender returned. For instance, you might set the date as 1st October if your site work is scheduled to start on 1st January 2025.
   • Specify the package type, such as Design, Supply, and Install.
2. Selecting the Package Size:
   • Choose the size of the package:
     • It could be a Large Package (over £1 million), Small Package, or To Be Confirmed if you are unsure.
3. Saving the Package:
   • Once all details are entered, press Save Packages.
   • The combined package will now appear on your project timeline and procurement schedule as Aluminium Doors and Windows.

Summary ✅

This guide has explained how to merge and combine trades into a single package in C-Link, covering the steps from navigating the project dashboard to setting tender dates and saving the package. By following these steps, you can efficiently manage trade packages within your project.

🎥 Full Walkthrough Video

For a comprehensive guide, watch the full walkthrough video below: