- 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
- 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 General Procedures for 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.
- Configurable Modules > Configurable Managers (CM1 through CM25)>: Configurable Managers are designed in uDesigner, and have flexible coding structures to data collection and analysis. Each manager appears in the module selection pane by its unique name.
- 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.
- Dashboard Setup: Shells and templates may have multiple dashboards, each governed by unique permission settings. See Creating a shell dashboard in a template.
- Document Folder Structure: Folder templates help standardize document organization in the Document Manager.
- Gates Setup: Gates provide a means of automating when a project moves to the next phase. See How to Set Up Gates.
- Resource Manager: Manage personnel resources using the Resource Manager.
- User Defined Reports: You can create multiple user-defined report templates and include them in the new shell during cloning.