Standards & Libraries

The Standards & Libraries grouping node contains the following functional nodes:

Calendars: Lets you create multiple calendars, which supports using a library of calendars that can be selected for use at the company, shell, and project levels and accounts for holidays and other non-working days in a range of locales.
Cash Flow
- Data Sources: Lets you define sources and curve types, and customize the display and order for graphical elements.
- Distribution Profiles: Lets you create and manage percentage-distribution profiles that can be used for the display of cash-flow graphics.
- Templates: Lets you create and manage cash-flow templates that can be selected in projects/shells.
Currencies: Use this node to create and manage different currencies to suit business requirements.
Exchange Rates: Use this node to create and manage exchange rates and the effective dates of those rates for different currencies.
Permission Templates: Lets you create templates for permission sets that you can subsequently apply to individual users or groups.
User Preference Templates: Lets you create templates for a default set of user preferences that you can subsequently apply to existing users and to new users. New users will be created with the preferences defined by the active template.
Approved Email List: In addition to the dedicated company email address that was originally specified for your company, use this node to create and manage project/shell-specific identifiers that are used in conjunction with the company email. You can also specify additional email addresses that are approved for use within your organization.
Period Structure: Use this node to define periods used for project/shell cash flows, shell properties, and portfolio management.
Seasonal Dates: Supports work-order management for preventive maintenance. This node is read-only and not available for Unifier Essentials.

See Also