Cloning Window Selections for all Shell Templates and Shells (CBS codes)

The following is a list of selections:

User/Groups: This is not an optional selection; users and groups in a template or shell are always included by default.
BP Setup: You have the option to copy all, or none, of the business processes and their setups that are in the template or shell.
Templates do not allow record creation of multiple-record business processes, but they do allow record creation of single-record business processes under the General sub-node located under the Information node. If you added a single-record business process into the template or shell, and created a record, that record with all of its data is cloned when you select this option.
Custom Calendars: Custom calendars provide a means to address variations in work schedules, holidays, and other non-working days. You can add custom calendars to a shell detail form on the Calendar tab.
Dashboard Setup: Shells and templates may have multiple dashboards, each governed by unique permission settings. For more information, see Creating a Shell Dashboard in a Template.
Document Folder Structure: Folder templates help standardize document organization in the Document Manager.
Gates Setup: Gates provide a means of automating when a project moves to the next phase. For more information, see How to Set Up Gates.
User Defined Reports: You can create multiple user-defined report templates and include them in the new shell during cloning.

Last Published Monday, April 14, 2025