To manually create a new shell
- Go to the Company Workspace tab and switch to Admin mode.
- Click Company Sponsored Shells in the left Navigator.
- Select a shell type.
Note: Ensure that you configure and test shells in the Development environment before you import the shells into the Test environment or Production environment.
The DE of type Rich Text DE is not available to be added to the Company Sponsored Shells.
- Click the New button. The <shell> template Details window opens.
- On the General tab, complete the fields as described in the first table below.
The fields in the table here are only the required fields. The shell that was designed for your company may include other fields.
- On the Currency tab, click the Add button to add a default currency for the shell type template.
Note: You cannot modify this default currency after you save the changes to the template Detail window.
- Use the information in the second table below to add a currency.
- Click the Options tab.
- Use the information in the third table below to complete the Options tab.
- Complete the Links tab to add links to the shell. These links are displayed on the shell landing page in User Mode. Use links to provide users with access to useful websites, your company’s website, an intranet, or other destinations.
- Click Add Row and enter the name and URL for the links you want to add to the landing page.
- Click Apply to save changes as you enter information, and OK when you are ready to save information and exit the window.
In this field | Do this |
|---|---|
Description | Enter a description of the shell type template. |
Administrator | Select an administrator for the template. |
Location | 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:
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 has been designed with linked elements, field values on the shell’s attribute form or single-record BPs will be automatically updated to reflect changes when the shell is moved. |
Status | You can activate the shell immediately, or place it On-hold and activate later. A template that is On-hold or Inactive cannot be used to create a shell. It is good practice to leave a shell or template On-hold until you have completed the setup. Shell Administrators/Users with "modify shell status" rights are the only ones who can change the status. Status definitions for shells are:
Note: "Late" tasks in an inactive shell may still show up in users’ tasks logs. Though they can access the task, no transactions can be performed in the inactive shell. |
Shell Number | Unique number that identifies the shell. |
GeoCoding | Details for mapping. This field appears if geocoding was set up in uDesigner for the shell. |
Currency Name | Select the currency you want to use for the cost functions in this project. If the currency you selected is other than the company Base Currency, then complete the following fields. |
Rate | Enter an exchange rate to use for conversion calculations. From the drop-down list select one of the following: If Float is selected, the rate is updated automatically from the company currency table (Standards & Libraries > Exchange Rate). A Peg rate is locked at the company rate on the day the rate is set. (Only a Project Administrator can manually modify the Peg rate to a value other than the company peg rate.). |
Hedge? | If the Hedge selection is Yes, then the Hedge rate is used for conversion calculations. Otherwise, the Float rate will be used. |
Rate | If an amount is entered for the Rate, then the hedge rate is used until the amount specified is reached (by spends) and then the system will revert back to the normal rate. |
Amount | If Float is specified, Primavera Unifier will retrieve the rate, based on today’s date and time. If Peg Rate is specified, the field will be editable. |
Comments | (Optional) Add any comments that might be necessary to explain the default currency. |
Image | (Optional) Upload an image file. This image is displayed on landing page of the shell in both Administrator and User Modes. Click Browse to browse for the image file and then click the Add button |
Phase | (Optional) Select the phase of the shell on this tab. The phases available are based on the Phase data definition |
Shell Email Email Address | The Email Address field shows the dedicated email "mailbox" that is automatically created for the shell. (For information on this mailbox, see Dedicated Mailbox for the Shell.) You can distribute this shell email address to all users, both within and outside of Primavera Unifier, who will participate in the shell. To do so: Click the Send Email button. An email message window opens. In the To field, enter the email addresses of all participants in the shell. You can also send the address of the dedicated mailbox to external users by adding their email addresses in the External Cc field. Click the Send button. Note: You can also create a link on the shell dashboard that users can use to distribute this email address to shell users. ( |
Shell Email Send Notification To | Use this field to send notification to users in the shell whenever the shell mailbox receives an external email. To do so: Click the Select button. The User Picker opens. Select the users you want to notify and click OK. |