The Configuration can be selected and included in the component list required for creating configuration packages. The selected Configuration overwrites, or gets inserted, in the destination environment.
The following sub-nodes are displayed under the Configuration node:
- Designs
- Log Views
- Custom Templates (Custom Prints and Reports)
- User Mode Navigator
- Portal Landing Page
- Stamps
Designs
Displays the configuration for the design components available for selection. The grouping, by headers, are as follows:
- Business Processes
- Asset Manager
- Configurable Module: <CM name>
- Planning Manager
- Portfolio Manager
- Resource Manager
- Space Manager
- Shell Manager
- Document Manager
The following columns are displayed:
- Name
- ID
- Level
Log Views
Displays the log views available for selection. The grouping, by headers, are as follows:
- Business Processes
See Creating BP Log Views in Admin Mode (BP Log Views and Configuration Package) for more information.
- Document Manager Log Views
See Setting up the Document Manager (Document Log Views and Configuration Package) for more information.
The following columns are displayed:
- Name
- ID
- Level
Custom Templates
Displays the Custom Templates available for selection. The grouping, by headers, are as follows:
- Custom Print
- Custom Report
- Custom Email
Note: The system does not display the application type and external type of reports.
The following columns are displayed:
- Name
- Key
- Description
User Mode Navigator
Displays the active and inactive user mode navigator available for selection. The following columns are displayed:
- Name
- Type
- Status
Portal Landing Page
Displays the active or inactive portal landing page setup available for selection. The following columns are displayed:
- Name
- Status
Note: To include in the configuration package, you must include all image files and hyperlinks.
Stamps
Displays the stamps available for selection. The following columns are displayed:
- Name
- Description
All of the sub-nodes logs are sorted by default on the "Name" column and you can sort on any of the other columns.
Additional Information
Portfolio Manager
As a part of Project Portfolio Manager (PPM) configuration, the "Display monthly breakdown of Actuals" option is included for the Configuration Package.
If the check box for the "Display monthly breakdown of Actuals" option is selected when the PPM configuration is being included in the Configuration Package, then upon import to the destination environment, the user will see the checkbox checked.
The Actuals source curve values displayed in the source environment (in the Derived curve properties) will be seen in the destination environment as well, when the CashFlow is packaged as part of the Configuration Package.