Creating a Shell

There are multiple ways to create a shell.

• Manually, from scratch
• Copying from a shell template
• Copying from an existing shell
• Importing via a CSV file
• Using a shell creation business process

When you create a shell from a shell template or by copying another shell, any shell dashboard that exists in the source template, Unifier copies the dashboard into the destination shell.

See Also

Setting up Shells

Importing Shells

Setting Permissions to Configure Shell Types in the Shell Manager

Configuring Shells

Update generic cost sheet columns and rows

Configuring Shell Manager Configuration Package

Setting Permissions to Administer Shell Templates

Accessing a Created Shell Template

Setting Permissions to Create or Modify Shell Instances

Integration Tab

Managing Shells

Packaging Single Instance Shells

Updating Shells

Updating Shell Templates

Setting Up View Forms in Shell Attributes

In This Section

Create a New Shell Manually

Create a shell by copying a template or shell

Managing Member Companies

Managing Shell Users and Groups

Create new shells using an imported CSV file

Create shells with the shell creation business process

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Last Published Tuesday, April 1, 2025