About Shells

 

Shells are similar to standard projects, but offer more functionality and flexibility. While projects are pre-defined in Primavera Unifier, shell types are defined in Primavera uDesigner. After a shell type is configured in Primavera uDesigner, you can use the shell types to create shell instances in Primavera Unifier. Each instance can have its own business process, Cost Manager, reporting module, or other modules as needed. Through permissions, the Primavera uDesigner administrator can control which users can access a shell type and can create shell instances. WBS Shells can be included in programs, just as standard projects.

You would use a shell instead of a standard project if you want to do the following:

Create a hierarchy of projects
Work with projects that do not have a defined start and end date or confirmed cost

Shells can represent virtually any system, entity, or function, for example:

IT System Organizational Hierarchy
Capital Project Maintenance Project
Business Unit  Functional Area (i.e. Facility Management)
Campus or Facility Complex Site / Property
Building Geographical Area (e.g., Country or Region

 

About shells

How to create and set up Shells

Working with Shells

Updating Shells

Managing Member Companies

Managing Shell Users and Groups

Setting Up the Automatic Update of Shell Status

How to set up Gates

Editing Multiple Shells at once with Bulk Edit

Configuring Custom Shell Dashboards

Configuring shell instance dashboards

Migrating standard projects to WBS shells

 

 

 


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