Shell Cloning window selections

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Shell Cloning window selections

In a shell log, when you click the Copy button, the cloning window lists optional calendar, module, manager, sheet, and structure selections. You must select an item to include it in the new shell. See Create a shell by copying a template or shell.

Cloning window selections for all shell templates and shells (both WBS and generic codes):

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User/Groups: This is not an optional selection; users and groups in a template or shell are always included by default. See User and Group Administration.

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BP Setup: You have the option to copy all, or none, of the business processes and their setups that are in the template or shell. See Setting up Business Processes.

Templates do not allow record creation of multiple-record business processes, but they do allow record creation of single-record business processes under the Information>General node. If you added a single-record business process into the template or shell, and created a record, that record with all of its data is cloned when you select this option. See Single-record business processes.

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Configurable Modules > Configurable Managers (CM1 through CM25)>: Configurable Managers are designed in Primavera uDesigner, and have flexible coding structures to data collection and analysis. Each manager appears in the module selection pane by its unique name. See About Configurable Managers.

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Custom Calendars: Custom calendars provide a means to address variations in work schedules, holidays, and other non‐working days. You can add custom calendars to a shell detail form on the Calendar tab. See Creating Multiple Calendars.

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Dashboard Setup: Shells and templates may have multiple dashboards, each governed by unique permission settings. See Creating a shell instance dashboard in a shell instance or template.

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Document Folder Structure: Folder templates help standardize document organization in the Document Manager. See About the Document Manager.

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Gates Setup: Gates provide a means of automating when a project moves to the next phase. See How to Set Up Gates.

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Resource Manager: Manage personnel resources using the Resource Manager. See About the Resource Manager.

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User Defined Reports: You can create multiple user-defined report templates and include them in the new shell during cloning. See About User-Defined Reports.

Cloning window selections for only Generic code shell templates and shells:

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Commitment Summaries: In the same way the schedule of values summarizes all cost information related to a particular commitment business process, the commitment summary tracks commitment record information. See Setting up the Commitment Summary Template.

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Generic Cost Manager (CM0): The Generic Cost Manager captures cost-related transactions for a generic shell. Each generic shell can have one Generic Cost Manager. See About Configurable Managers.

Cloning window selections only for WBS code shell templates and shells:

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Cash Flow: Cash flow is the distribution of cost over time— in project management terms, it is the movement of cash into or out of a project measured during a specific time period. See About Cash Flow.

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Commitment Funding Sheet: A funding sheet tracks project funding —where it comes from and how it is being spent. You can create one funding sheet per template or shell. See Setting up the Funding Manager.

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Cost Sheet: The cost sheet provides detailed tracking of the project's budget and costs. You can create one cost sheet per template or shell. See Setting up Cost Sheets.

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Schedule of Values: he schedule of values summarizes all cost information related to a particular commitment business process. See Setting Up Schedule of Values (SOV).

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Rules: Project cost or funding rules impose conditions on project transactions per rule queries. See Creating Rules and Rules Templates.

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Schedule Sheet: Schedule sheets track project activities and milestones. You can have multiple schedule sheets in a project. Once created, they cannot be deleted. See About the Schedule Manager.

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