Create a shell template by copying a template or shell

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Create a shell template by copying a template or shell

You can create a Shell Template by copying from an existing shell template or an existing shell.

To create a shell template by copying an existing shell or shell template

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

Click Templates > Shells in the left Navigator, then select a shell type.

Select the shell type template you want to copy.

Click Copy button. The Template <shell type name> Cloning window opens.

From the Copy From drop-down list, select one of the following:

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Template: The log displays the list of shell templates created under the current shell type.

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<shell type name>: The log displays the list of available shell instances. You can select one to use for template creation.

Select a listed template or shell name.

In the Select Modules pane, select the modules to include in the new template. The modules available depend on the cost code type of the shell or shell template (WBS or Generic). See Shell Cloning Window Selections for the lists of available modules by cost code type.

Click OK. The template Detail window opens, displaying the shell template properties.

Most properties are copied from the original shell or template into the template Detail window, with the following exceptions:

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Number: On the General tab, enter a Number for the shell template. If automatic numbering is specified, this field is read-only.

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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)

The status is set to On-Hold.

Click OK. Click Yes to confirm.

Oracle Corporation