Create a class template

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Create a class template

You can create a new class template manually or by copying an existing template that is the same class as the new template.

To manually create a class template

In Administration Mode, go to the Company Workspace tab and click Templates > Configurable Modules in the left Navigator.

In the Navigator, select the configurable manager. The templates log for the classes opens.

Click the New button. Select the class for which you want to create the new template. The Properties window opens. Complete the window as described in the following table and then click OK.

In this field:

Do this:

Title

Enter the name of the sheet, which reflects the class name and is read only.

Description

Enter an optional description.

Display Mode

Choose one of the following:

Tree: Lists the codes in a hierarchical manner based on the code segments, mimicking the tree structure in the Navigator.

Flat: Lists the codes in a flat structure.

Picker

Choose one of the following to include:

•

All Records: All records created in the class are displayed on the sheet.

•

Records with statuses: Only records of the selected status are displayed on the sheet. Click Select and choose one or more statuses from the list.

To copy an existing template

To copy a template from the company level, select a class template from the log and click Copy > Template. The Properties window opens with the information from the original template.

To copy a template from the project or shell level, click Copy > Project or Copy > shell name.

Make changes as needed and click OK to save the new template.

To access configurable manager class templates

In Administration Mode, go to the Company Workspace tab and click Company > Templates > Configurable Modules.

In the Navigator, select the configurable manager. The templates log for the classes opens.

To search for a class template

In the class template log, click Find. You can search for the template based on the fields available on the form used for the template. These fields vary depending on the design imported from Primavera uDesigner.

Oracle Corporation