You can add new dashboards to shell instances, for users to view.You can assign the user View permission to the shell instance dashboards.
The Update process runs in the background. Depending on the number of 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 shell instance dashboards
| • | If granted View permission, users can view shell instance dashboards, but cannot modify them. |
| • | If a user added to shell instance dashboard permissions, and that user does not exist in the shell, that user is added to the shell upon update. |
| • | If a user has created My Dashboard in User Mode for a shell, that dashboard is not overwritten by Update Shells. |
To add or update shell instance dashboards using Update
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Templates > Shells > [shell type] > [shell instance] > Setup > Dashboards in the left Navigator. The Dashboards log window opens. |
| 3 | Select one or more shell instance dashboards from the Dashboards log. |
| 4 | Click Update Shells and choose one of the following: |
| • | 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. |
| • | All Shells: You can use this option to update all shells of that shell type. |
| • | 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.
| 5 | Click Yes if you want to proceed with the update, or No to cancel. |
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