Templates

The Templates grouping node contains the following functional nodes:

Shells: Lets you create and maintain shell templates of the listed shell types, such as Buildings, Projects, Site/Campus, and so on. Shell templates are used to create shells or update existing shells.
Cost Sheets: Lets you create and manage Cost Templates that can help you track and manage cost in projects/shells, and across the company.
Folder Structures: Lets you create and manage templates for the folder and subfolder structure used in a shell document manager.
Funding: The Funding node consists of the following functional nodes:
- Funding Sheets: Lets you create and manage multiple templates for funding sheets that can be used in a shell or shell template.
- Commitment Funding Sheets: A Commitment Funding Sheet lets you allocate project/shell funds to a specific “commitment” (base commit) business process record. This node is read-only and not available for Unifier Essentials.
General Spends SOV: Lets you define the Schedule of Values (SOV) for a General Spends type of commitment, such as the Purchase Order.
Reports: Lets you create and manage user-defined reports (UDRs) that can be added to a shell or shell template.
Rules: Lets you create and manage rules that govern transactions on a project/shell cost sheet.