You can verify the shell properties, make changes as necessary, update status, or activate as necessary. It is recommended that you keep the company progress information up to date to reflect the ongoing status and progress of the shell.
You can also modify shell information in a shell type template and then update one or more existing shells by “pushing” the information from the template to the shells (see "Updating Shells").
To open a shell
Click the tab for the shell. Select a shell name from the shell log and click Open. The shell landing page opens.
To edit an existing shell
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Company Sponsored Shells in the left Navigator; select the shell instance, and then click the Details button. The shell window opens. |
| 3 | Modify the shell information as necessary. You can modify any of the shell properties any time during the shell duration, except for the shell currency. Once a shell is set up, the shell currency is locked. |
The Location picker allows you to change the location of a shell, and is accessible when you set up a shell or modify the shell details. See "Location picker behavior" for details.
Use the Location Picker to select where the shell instance will reside. In the Location picker:
| • | Find searches the current level |
| • | Open shows the next level of shells |
| • | Select completes the action |
| • | Location Picker will display breadcrumbs through the hierarchy |
| • | Work systematically from the top of the hierarchy to the bottom |
| • | There must be an instance of a single shell to connect to |
Note: You can use the Location picker to reorganize the shell hierarchy. The shell can move across tabs, or laterally along the hierarchy. When you move a shell instance, all of the shell data moves with the shell. If an auto-populated business process moves with the shell instance, then the auto-populated data moves with the business process. Data for the business process will be collected from the new shell location. In addition, if a child shell attribute form or a single-record BP in a child shell has been designed with linked elements, the child shell attribute data and BP data will be automatically changed to reflect the new parent shell’s current attribute values.
| 4 | Click OK to save your changes and exit the Shell window. |
To deactivate an existing shell
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Company Sponsored Shells in the left Navigator; select the shell instance, and then click the Details button. The shell window opens. |
| 3 | On the General tab, select Inactive. |
Note: If you deactivate a single instance shell (a shell that displays in Unifier as a tab) you cannot access that shell again to activate it. The tab will persist, but not be accessible.
| 4 | Click OK to save your changes and exit the Shell window. |
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Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.