Shell Dashboards

Shell dashboards display project data in an at-a-glance format. You can control the dashboard appearance and content and make it specific to the shell with which you are working; however, shell dashboards cannot pull data from across shell hierarchies. For example, consider two anchor shells, which are seen as tabs, one is labeled "Capital Projects," and one is labeled "Facilities." The Capital Projects dashboard can display data from all levels of the Capital Projects hierarchy; however, it cannot display Facilities data because Facilities is the root of a separate, independent hierarchy.

Two types of dashboards are available in project shells:

  1. My Dashboard: All shells have a personal dashboard that a user can define if he or she has Setup permission. A user can configure My Dashboard in User Mode using the Edit Dashboard window. Users can select My Dashboard from the View Dashboard drop-down list on each shell.
  2. Shell dashboards: Shell dashboards allow users to view shell and subordinate shell data. This differs from My Dashboard in that a user cannot share his or her personalized dashboard. Administrators can create multiple shell dashboards per shell and push them via templates. Users can select this type of dashboard to view from the View Dashboard drop-down list on each shell. These dashboards are maintained at the shell level and are available to any user to view (but not edit) provided the user has permissions.

Each shell dashboard has at least one tab and can have up to five tabs. The default tab name is Summary, which you can change. The default shell dashboard layout contains these four blocks:

On each tab, you can select a different layout to which you can add blocks of these types:

To view Analytics in the Portlet block, you need to perform additional and required configurations in OBIEE in order to allow the OBI analysis to render properly. Go to:

See Also

Welcome to Primavera Unifier

Getting Started with Unifier General Administration Guide

Security Considerations in Unifier

Companies in Unifier

Administrators in Unifier

Permission-Based Security in Unifier

Company Landing Page (Admin)

Program Landing Page (Admin)

Shell Landing Page (Admin)

Project Landing Page (Admin)

Queries

Dashboards in Unifier

Self-Service Portal

Access Control and AutoVue Stamps

Managing Public Searches

Adding & Managing Partner Companies

Manage Support and e-Learning contact information (Contact tab)

Manage Company Password Policy (Security tab)

Manage Company Addresses (Address tab)

Access Company Details (Edit Company Window)

Background Jobs

Event Notifications

uDesigner Overview

Custom Dashboards

User Administration

Program Administration

Setting Up Gates

Unifier Activity Manager

Managing Personal Information in Unifier

Translating Custom Strings (Internationalization)

Configuring and Publishing BI Publisher Custom Templates (Custom Prints and Reports)

Configuring Project Numbering, Cost Codes, and Status

Configuring the User Mode Navigator

Unifier Mobile Application

Unifier and Other Oracle Applications

Copyright

Getting Started with Unifier Modules Setup Administration Guide

Creating Data Views

Creating Data Cubes

Shells Administration

Setting up the Automatic Update of Shell Status

How to Set up Gates

Editing Multiple Shells at once with Bulk Edit

Setting up Data Structure Setup Node

Setting up Multiple Company Calendars

Setting up the Business Processes

Setting up Updates for Business Process Records

Setting up the Asset Manager

Setting up the Code-Based and Records-Based Configurable Manager

Setting up the Cost Manager

Setting up the Document Manager

Setting up the Planning Manager

Setting up the Portfolio Manager

Setting up the Resource Manager

Setting up the Schedule Manager

Setting up the Earned Value Management Permissions

Setting up the Space Manager

Setting up the User-Defined Reports

Configuration Package Management

Including Stamps in Configuration Package

Copyright

In This Section

Setting shell instance dashboard permissions

Creating a shell dashboard in a template

Copy a shell dashboard

Modify shell instance dashboard properties

Delete a shell instance dashboard

Find a shell instance dashboard

Set user or group permission for a shell instance dashboard



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Last Published Tuesday, April 1, 2025