The Update Shells function allows you to quickly add or modify information into a shell template, and then apply that template to existing shells. This will “push” the new information to the shells that you specify. By allowing data to be entered or modified once, this function helps to reduce set up time and ensure cross-shell uniformity.
The Update Shells function is available for select modules in shell type templates. The modules that you can update are listed below.
| • | Users: users, group membership, permissions |
| • | Groups: group names, permissions |
| • | Business Processes and BP Setups: Business processes, setups |
| • | User-defined Reports: Reports, report permissions |
| • | Access Control: modules, users, groups, permissions |
| • | Cost Sheet: Cost sheet columns, column access and restrictions |
| • | SOV: General and Payment Applications structures |
| • | Commitment Funding: Commitment funding sheet structure |
| • | Cash Flow: Properties and permissions |
| • | Rules: Cost or fund rules |
| • | Schedule Sheet Properties: title, description, Master Schedule, status, auto-control, project start date, and error notification. See "Updating Schedule Sheet Properties from Templates" |
| • | Gates: Active or Inactive setups |
| • | Shell Instance Dashboards: dashboards created at the shell level, and are available for users to view (but not edit) with granted permissions |
Each of these modules has an Update function where you can use Find to isolate the shells you want to update. The find window contains data elements from the Find form (designed in Primavera uDesigner). This makes targeting shells with specific information possible. For example, if you add new users, to the company, and need to add them to many shells, but not every shell, you can add them to a shell template and use the Update Shells functional to add the users to only those shells that require them.
Shells with a status of Active or On-Hold can be updated with this functionality. Inactive or View-Only shells cannot. Users with create permission for the shell type template modules can do this operation.
Note: You update shell information one module at a time. Any Active or On-hold shells can be updated in this way.
General procedure for updating shell formation
Update business processes and BP setups
Update schedule of values structure
Update commitment funding structure
Update cash flow properties and permissions
Update cash flow curve properties (Cash Flow Basic)
Update shell instance dashboards
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