Copy a Setup from One Project/Shell Template to Another

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Copy a Setup from One Project/Shell Template to Another

In this copy action, you copy a setup from a business process in one project/shell template to the same business process in another project/shell template.

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

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 the setup 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.

Click the Copy From button and choose Templates. A copy window opens, listing all the workflow templates for that BP that exist in all the projects and shells in your environment.

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

Oracle Corporation