Copy a Setup from a Project/Shell to a Template

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Copy a Setup from a Project/Shell to a Template

In this copy action, you copy a workflow setup from a business process in a project or shell and make it a template in the BP you copy the setup into.

To copy a setup from a project/shell to a template

Go to the Company Workspace tab and switch to Admin mode.

Do one of the following:

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To copy a setup into a BP in a standard project template, click Templates > Projects (Standard) > All in the left Navigator. In the right pane, double-click the project that contains the BP you want to copy the setup into.

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To copy a setup into a BP in a shell template, click Templates > Shells > [shell type] in the left Navigator. In the right pane, double-click the shell that contains the BP you want to copy into.

In the Navigator, click Setup > Business Process.

In the right pane, double-click the name of the business process into which you want to copy the setup.

In the Navigator, click Workflow Setup. The right pane lists the workflow setups that currently exist for this business process.

Click the Copy From button and choose Project/Shell.

A copy window opens, listing all the workflow setups for that BP that exist in all the projects and shells in your environment.

Select the setup you want to copy and click Copy. The Workflow Setup window opens.

On the General tab, enter a name and description for the new setup and make the status Active or Inactive as necessary.

Click Apply.

Click the Settings tab. The Settings tab opens, showing the workflow of the setup you copied.

On this tab, you can make any changes you want to the setup you copied to accommodate the new setup.

To save the new setup, click OK.

Primavera Unifier makes a template of the setup you copied and adds the template to the workflow setup log. If you made the setup Active, Primavera Unifier will perform an error check on the new schema and notify you of any errors it encounters; otherwise, the error check will not occur until the setup is activated.

Oracle Corporation