The Shell Manager module allows you to import the shell types created in Primavera uDesigner.
Note: Note the version number of the attribute form before you import it into Primavera uDesigner. Be sure that you import the version with which you want to work, either the current version number or a greater version number.
To import shells
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click uDesigner > Shell Manager in the left Navigator. The Primavera uDesigner Shell Manager log opens. |
| 3 | Select the shell types you want to import and click the Import button. The uDesigner Login window opens. |
| 4 | Enter the following information: |
| • | Company Short Name: this is the identifier used for your company, and was set up at the time of company configuration. |
| • | Authentication Key: this key is set up at the time the company was configured. It is like a password that provides import access to the Primavera uDesigner processes created for your company. Contact your site administrator for further information. |
| • | uDesigner URL: the web address of the Primavera uDesigner server. |
| 5 | Click OK. The Import window opens, listing the shell types available for import. |
| 6 | Choose a shell type and click the Import button. The shell type is added to the log. |
Importing Forms that Contain Data Pickers: Data pickers point to a data source for the records they display. If that data source—the BP, shell, space, planning item, or manager class—to which the picker is pointing is not already in Primavera Unifier, you will receive a warning. The business process will not operate correctly until the data source is imported..
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