Update cost or fund rules

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Update cost or fund rules

Cost and fund rules can be updated in WBS code-based shells.

The Update Shells process runs in the background. Depending on the number of records and shells you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

Some notes about updating rules

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Both active and inactive rules can be pushed.

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Rules are identified by the combination of rule name and the source.

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If the rule does not exist, it will be added.

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If a rule already exists with the same name and source, that rule will be updated. This includes the status: for example, if the rule being pushed is active, and the rule in the shell is inactive, the system will update the existing rule and activate it.

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It is possible to have more than one rule with the same name and source in a project/shell or template. If two or more rules already exist with the same name and source as the rule being pushed, the update will not occur and will give an error.

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When the update process begins, the system will first attempt to validate each rule (equivalent to clicking the Validate button). This will occur whether the rule is active or inactive in the template. If the rule is validated successfully, the system will proceed with the update.

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If the rule fails validation, the rule will not be pushed. The attempt will be captured in the History.

To update rules using Update Shells

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

Click Templates > Shell in the left Navigator.

Open the shell template to update.

In the Shell Template, navigate to Cost Manager > Rules.

Select one or more rules from the log.

Click Update Shells and choose one of the following:

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Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed in Primavera uDesigner. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.

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All Shells: You can use this option to update all shells of that shell type.

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History:You can view the update history from past updates or cancel a request before the update begins.

An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.

Click Yes if you want to proceed with the update, or No to cancel.

Oracle Corporation