Accessing a Created Shell Template

From the Shells node under Templates, you can access the shell type templates that are created. You can also designate a specific shell as the default shell that should be used when projects/shells are created.

One node is created under Shells for each shell type that is imported and that has an active configuration status.

Note: Single-instance shells are not listed under Shells as there can only be one instance created for those shell types, and there is no need of a template.

To access shell templates:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, and then select Shells.
  3. Expand the Shells node.

    Shell templates are grouped by shell types. One node is created for each shell type imported. For example, Buildings, Linear Assets, Projects, and so on.

  4. Select one of the shell type nodes, for example Projects, to view the log for the shell type.

    The applicable log opens. The log lists any project templates that have been created for that shell type.

  5. To designate a shell as the default, click the gear menu ( ), and select Mark as Default.

    The Default column displays Yes for the applicable template. If you want to clear the Default label, select Reset Default from the gear menu.

In This Section

Create a Shell Template Manually

Create a Shell Template by Copying a Template or Shell

Shell Template Modules and Managers

Manage Shell Templates

Adding View Forms in Shell Template


Last Published Monday, April 14, 2025