Managers and Modules Available in all Shell Templates (CBS Codes)
The following is a list and description of the managers and modules that are available in all shell templates:
Member Companies
To make Partner Companies that you added at the company level available in your projects, you add them in Member Companies. Member Companies added to a shell template automatically copy to a shell during cloning. For more information, see Managing Member Companies.
Access Control
For modules and managers included in a shell template, you can assign user-mode permissions. Permissions set in a template will automatically copy to a shell during cloning. Keep in mind, records created in user mode may require permission assignment in user mode.
User Administration
Users and groups added to a template are copied by default from the template to a new shell during cloning.
Users
Users added to a template automatically copy to the shell during cloning. Users added to shell templates cannot be deleted, only inactivated.
Groups
Groups added to a template, and any users added to these groups, automatically copy to the shell during cloning.
Setup
Business Process
You have the option to copy all, or none, of the business processes and their setups that were added to a template.
If you added a single-record business process to a template, and created a record, that record with all of its data will be copied during cloning.
Dashboards
You can define dashboards in a template and opt to include them when you clone a new shell from the template. For more information, see Creating a Shell Dashboard in a Template.
Gates
Gates provide a means of automating when a project moves to the next phase. You can define gates in a template and opt to include them when you clone a new shell from the template. For more information, see How to Set Up Gates.
Activity Manager
This is where you can set up and manage activities that must completed on a schedule.
Information
This is where single-record business processes exist. When you clone a template, any single-record business processes are copied as well.
Document Manager
You can create a folder structure for the Document Manager that can be used across shells. These can be created from Folder Structure Templates, or folders can be added manually. Unlike Folder Structure Templates, you can also assign users folder-level permissions (if they are in the shell template), and you can import folders and folder properties.
Reports
You can create one or more user-defined report templates, which will be used for shell-level user-defined reports. You can import user-defined reports into shell templates from shell templates in other companies and Unifier Essentials environments.
Last Published Wednesday, June 26, 2024