The following procedure describes how to create a shell template.

To create a new shell template

Go to the Company Workspace tab and switch to Admin mode.
Click Templates > Shells in the left Navigator.
Expand the Shells to display the shell types.
Click one of the shell type nodes. The <shell> Templates log opens. The log lists any shell templates that have been created under that particular shell type.
Click the New button. The <shell> templates Details window opens.
The General tab you see will depend on the Shell Attributes form that was imported. In the General tab, complete the fields as described in the table below:
In the Currency tab, click the Add button. The Edit Exchange Rate window opens.
Note: The Base Currency shown at the top of the Edit Exchange Rate is the Base Currency set up for your company. For example, if yours is a company in the U.S., then the Base Currency will likely be United States Dollar (USD). If your company does business internationally, you may make other currencies available for shell use.
1. Complete the Edit Exchange Rate window:
  - Click the Select button.
  - Select a currency from the list and click OK. The available currencies are defined at the time your company was set up. (The currency list is maintained in Standards & Libraries> Exchange Rate.) Contact your Company Administrator if you need additional currencies.
2. If the currency you selected is other than the company Base Currency, then complete the following:
  - 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 comes from the company active exchange rate set (Standards & Libraries > Exchange Rate).
    - A Peg rate is locked at the rate set. (Only an administrator can change the Peg rate, or Peg to Float or Hedge).
    - If the Hedge selection is Yes, then the Hedge rate is used. Otherwise, the Float rate will be used. 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 active exchange rate.
  - Click OK to save and exit the Edit Exchange Rate window.
3. Select a Default Currency from the drop-down list. This will be used as the default shell currency. Once you have selected a shell currency and saved the template or shell, it cannot be changed. The selections are generated from the Currencies list you defined.
  Note: You cannot modify this default currency after you save the changes to the template Detail window.
In the Options tab, you can 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. Also, you can select the phase of the shell on this tab. The phases available are based on the Phase data definition.
Within the Shell Details, the user can select which attributes forms to use for the Document Manager, for both folders and documents.

From the Options tab, the user can define which attribute form (Document Manager Attribute Form) to use for the document/folder. By default , the "DMS Attributes" folder properties attribute form, which is system-defined in Document Manager, can be selected, and the corresponding Document Manager Attribute Form is used to determine the DMS structure. The user will have an option to choose other attributes forms as well. Only the active DM configuration forms will be available for selection.

In case a previous active Document Manager configuration (in a shell) is marked as inactive, the DMS structure keeps that attribute form structure. When you open the shell details, the Document Manager Attribute is defaulted to system-defined attribute form because the previous configuration has been marked as inactive. The Document Manager Attribute Form User will show the previous DM attribute form that is kept by the shell. If you click OK, Unifier displays a message, informing you of this change.

In case if a previous active Document Manager configuration (in a shell) is deleted because the associate folder attribute form was deleted, the DMS structure is defaulted to the system-defined attribute form of a supported DMS structure for the shells. When you open the shell details, the Document Manager Attribute is defaulted to system-defined attribute form because the previous configuration has been deleted. The Document Manager Attribute Form Used will show the system defined DM attribute form that is kept by the shell. If you click OK, Unifier displays a message, informing you of this change.

Project/Shell Creation BP behavior

While creating Project/Shell creation BP records, the shell template that has been selected via the shell picker keeps the folder properties attribute form that is mentioned in the respective templates and have the DMS structure accordingly.

Company and Standard Projects

The Company Workspace Document Manager is defaulted to DMS attribute which is system-defined.

The Options tab also enables you to select the entity that provides electronic signature technology (DocuSign or AdobeSign). For Projects (Standard), the value for the E-Signature Type drop-down list is: Company Default. This means that the Company Administrator has selected Company Default in the Company Properties > E-Signatures tab. See Edit Company (E-Signatures Tab).

Note: If a value (E-Signature Type) has been determined in the Company Properties > E-Signatures tab, the value of the E-Signature Type drop-down list (Standards tab) will be read-only.

You can select a different value from the E-Signature Type drop-down list.

The Company Administrator can the Company Properties > E-Signatures tab to change the default value (Default E-Signature Type). This change does not impact the value of the E-Signature Type in the project, and the values will remain as:
- Company Default
- DocuSign
- AdobeSign
The Options tab also enables you to select the entity that provides electronic signature technology (DocuSign or AdobeSign). For Shells, or Shell Templates, the default value for the E-Signature Type drop-down list is: Company Default. This means that the Project Administrator has selected the Default E-Signature Type in the Company Properties > E-Signatures tab as the E-Signature Type for the project. See Edit Company (E-Signatures Tab).
Note: If only one E-Signature provider has been determined in the Company Properties > E-Signatures tab, the value of the E-Signature Type drop-down list (Standards tab) will be read-only and set as Company Default.

You can select a different value from the E-Signature Type drop-down list.

The Company Administrator can go to the Company Properties > E-Signatures tab to change the default value (Default E-Signature Type). This change does not impact the value of the E-Signature Type in the project, and the values will continue to remain as Company Default, or as chosen by the Project Administrator.
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.
In the Calendar tab, create a shell calendar. Each shell can have its own calendar. The shell calendar that you specify can be used to override the Company calendar, or you can use the Company calendar for the shell If there is no shell calendar, or a shell calendar is not in use, the company-level Standard Calendar marked as the default calendar is the calendar that is used by the shell. Shell calendars can be based on Standard Calendars created at the Company level, or Custom Calendars created for the specific shell. The shell calendar you create applies only to the shell for which you create that calendar. The calendar selected affects shell durations and due dates. For example, companies can have multiple projects in different countries that have different working and non-working days. These working and non-working days must be considered when determining such time-driven factors as business process workflow due dates and activity dates in schedule sheets.
Note: Unless otherwise specified, the default calendar for a shell is the Company calendar that is marked as default at the Company level.
1. Open the Calendar tab of the shell or Template window. The calendar you create in this tab is known as the Project/Shell Calendar.
2. You can select a company-level Standard Calendar, or use a Custom Calendar for your shell. The calendar that you select displays in the Calendar tab.
  - To use a Standard Calendar as the shell calendar, click the Standard Calendar radio button and select a calendar from the drop-down list.
  - To use a Custom Calendar as the shell calendar, click the Custom Calendar radio button and click Copy. You can copy a previously-created Standard Calendar and use it as the project calendar.
3. You can modify the displayed calendar. You can specify the working and non-working days for the calendar. Browse to the month and year using the pull-down menus at the top of the calendar. Saturdays and Sundays are set as non-working days by default. Do one of the following:
  - To set a particular date as a non-working day (for example, a holiday), click the date on the calendar and select Non Working. The date will appear grayed out, and will not be used in date calculations.
  - To set a non-working day as a working day, click a grayed cell and select Working.
  - To set a particular day of the week (for example, every Saturday) as a non-working day, click the day at the top of the calendar (for example "Sat"), then click Non Working. All Saturdays in the calendar will be changed to non-working days (gray).
  - To set a particular day of the week as a working day, click the day at the top of the calendar, then click Working.
  - If you only want to set the day of the week in a particular month as working or non-working days, select each day individually and click Working or Non Working.
    Note: If you have marked the day of the week as a non-working day throughout the calendar by selecting the day at the top of the calendar (for example "Sat"), then you will not be able to mark individual days (that is, individual Saturdays in this example) as working days. To be able to include both working and non-working instances of a day of the week on the calendar, you must select them individually.
4. Click OK. When you click OK, the calendar displayed in the Calendar tab is the shell calendar.
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	Disabled for template creation.
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. The Shell Administrator will receive email notification when the status of a shell changes. The change of shell status could occur due to a manual change, bulk update, through Web Services or a CSV file, or through automatic update. Status definitions for shells are: Active: Active, in-progress shell. All shell actions in User and Administration Mode are available. On-hold: The initial shell status. On-hold shells appear on the shells log. Shell administration functionality is available to shell administrators for setup and maintenance for users with permissions to perform that function. Users cannot create records in a shell that is On-Hold. If a user attempts to access a shell that is On-Hold, the system displays an alert message stating that the shell is On-Hold. View-Only: For end users, View-Only shells can be viewed, printed, exported, and included in reports. They cannot be modified. When a shell is View-Only, the status overrides (but does not modify) access control permissions, granting only View permissions. The shell reverts to the access control permissions when the shell is made Active. View-Only shells can be added to and removed from programs, and can roll up to programs, UDRs, and dashboards. Business process records cannot be auto-created in View-Only shells. Data from View-Only shells rolls up to Generic Cost Manager cost sheets if all of the shells in the hierarchy are generic. Data also rolls up to the program level cost sheet, if all of the shells in the hierarchy are CBS type and are included in the program setup, and Schedule Manager information rolls up to the program-level Schedule Sheet. Data rolls up to dashboards on a View-Only shell from child shells in the hierarchy, and rolls up to a parent shell from a View-Only shell. No updates can occur to View-Only projects through Integration, Mobile, or through reverse auto-population. View-Only shells cannot be updated through templates. Consolidate line item functionality is disabled for View-Only shells. Users can navigate through the shell hierarchy using View-Only shell instances. View-Only shells have only view, export, and print permissions available. Tasks and Drafts are not available for View-Only shells. Messages are available, but users cannot add general comments. Mailbox is available for viewing, but users cannot send, edit or delete messages for View-Only shells. When a shell becomes View-only, all scheduled jobs associated with it are canceled. When the status of the shell changes back to Active, you must restart any scheduled jobs. Administrators can perform all actions on View-Only shells. Inactive: Used to suspend shell usage. Inactive shells are visible from the Administration Mode under Sponsored Shell log only, but not visible under the Shells node (i.e., only Sponsor Company can access the shell), or in User Mode logs and selections. Only System and Shell Administrators (users with Modify Status rights) can reactivate the shell. 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.
Auto-update Status Setup	The selections on the drop-down list are defined automatic status update setups. These setups are defined at the Company level for use in specific shells. See Setting Up the Automatic Update of Shell Status for details. If you decide not to use the automatic status update, you can deactivate it by deselecting a setup (by literally selecting the word "Select").
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.

Note: Once a currency is selected and saved, it cannot be modified. The remove option is made available to enable you to remove the additional currencies and unsaved changes.

Last Published Monday, April 11, 2022

Create a Shell Template

To create a new shell template