Working with Shell Features

Alerts

You can access the following information regarding the alerts:

• Alert Title
• Current Value
• Trigger Value
• Status

You can create customized alerts for a condition or event.

Tasks

Not available for View-Only and Inactive shells.

Lists:

• Current business process tasks that have been assigned to you.
• Business process tasks that you have been copied on.

You can use the View option to display tasks:

• Received in last 7 days
• Received in last 30 days
• Group by Business Process
• Group by Origin
• Late Tasks

You can use the View option to create new view (Create New View) and manage the existing views (Manage Views).

Drafts

Not available for View-Only and Inactive shells.

Lists:

• Draft copies that you have saved.

You can access the following information regarding the drafts:

• Attachments
• Business Process
• Record Number
• Title
• Last Saved
• Discussion (Classic View only)

The right-hand pane of the Drafts log has the following tabs, which provide additional information about a selected draft item:

• Record Details
• Workflow Progress
• Attachments

Mailbox

Has the following sub-nodes:

• Drafts
• Inbox
• Notifications (Notifications are available for View-Only shells, but you cannot add general comments.)
• Sent Items
• Deleted Items
• Project Mailbox
  • Inbox
  • Unpublished Attachments
  • Custom folder

Mailbox has two functions:

1) An internal email feature that allows Unifier shell team members to communicate with each other and maintain a record of the communications. For shells with View-Only status, Mailbox is available for viewing, but you cannot send, edit or delete messages.

2) The repository that collects external emails related to the shell. These emails can come from shell users or from external users who do not use Unifier. From the Mailbox, users can forward the emails to appropriate members, flag them for review, and reply to them. In addition, these external emails can be linked to business process records.

Information

Lists the shell directory (Directory) and general BP information.

Gates

Displays phase and gates information and enables manual or automatic advancement of phases.

Configurable Modules

Lists the configurable modules that have been created to work with your shells.

Cost Manager

Lists shell-level cost manager functions such as:

• Cash Flow
• Cost Sheet
• Earned Value
• Funding
• Schedule of Values

Document Manager

Allows for collaboration, revision control, or markups of:

• Documents: Shell documents
• Unpublished Documents

Resource Manager

Allows access to:

• Resource Dashboard
• Resources
• Resource Sheets

Schedule Manager

Allows access to:

• Schedule Sheets

Logs

Allows access to the shell business processes.

Reports

Allows access to user-defined reports.