Create a shell by copying a template or shell

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Create a shell by copying a template or shell

You can create shell instances using the shell-type templates you created. You can also create shells by copying from existing shells. You can verify the shell properties, make changes as necessary, update status, or activate as necessary.

Note: As Shell Administrator, you can receive e-mail notification of the successful creation of a shell instance, for shells that are created manually, through Web Services or a CSV file upload, or through auto-creation. This notification can be set up in e-mail notifications in Primavera uDesigner. Also, you can set your User Preferences to control whether you receive these notifications.

When a shell is created from a shell template or by copying another shell, any shell instance dashboard that was created for that source template or shell is copied to the destination shell. You can choose to copy any existing Custom Calendars from the template or from an existing shell.

To create a shell from a shell template or existing shell

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

Click Company Sponsored Shells in the left Navigator.

Select a shell type.

Click the Copy button. The Shell Cloning window opens.

Click the Copy From drop-down list and choose the Shell to copy an existing shell, or Template to copy a shell template.

Select a shell or template from the list and click OK. To search for a specific shell or template on the list, click the Filter By field and select Name or Number. In the Filter For field, enter all or part of the name or number to search for and click Search.

In the Select Modules pane, select the modules to include in the new shell. Users and Groups are selected by default and copied along with the shell properties. See Shell Cloning window selections for a discussion of the modules available for selection in the type of shell you are cloning.

Note: When you create a new shell by copying from an existing shell or template, you will be copying existing setups already created in the selected modules. When cloning from a template, if you select BP Setup, you will copy any existing business process setups, including those for any single-record business processes (SRBPs); SRBP setups and record data are copied along with everything else.

Click OK. The Shell window opens, displaying the shell properties.

Most properties are copied from the original template with the following exceptions:

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Number: On the General tab, enter a Shell Number

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Currency: On the Currency tab, specify the Shell Currency

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Image: On the Options tab, specify the Shell Image (optional)

When the window is complete, click OK. Click Yes to confirm and create the new shell instance.

Oracle Corporation