Updating Shells

The Update Shells function lets you quickly add or modify information in a shell. This will "push" the new information to the shells that you specify. By allowing data to be entered or modified once, this function helps to reduce set up time and ensure cross-shell uniformity.

Notes:

If you want to change the shell templates provided with the product, copy the applicable template first, rename the copied version, and make your changes to the renamed version. Otherwise, subsequent updates to the system will overwrite your changes if the applicable template retains the original name. The names for the templates included with the product include DO NOT MODIFY to remind you to make copies instead of modifying the original templates.
When your Site Administrator publishes updates that affect organization-level single-instance shells, the shells default to using the Base Currency specified for your environment. This ensures that the cost data that rolls up to the top level is displayed in the correct currency.

The Update Shells function is available for select modules in shell type templates.

To access the templates:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Templates, and then select Shells.
Note: When you copy a Setup from a Shell template, all the fields in the shell details block are copied.

The modules that you can update are listed below.

Users: users, group membership, permissions
Groups: group names, permissions
Business Processes and BP Setups: Business processes, setups
User-defined Reports: Reports, report permissions
Access Control: modules, users, groups, permissions
Cost Sheet: Cost sheet columns, column access, and restrictions
SOV: General and Payment Applications structures
Cash Flow: Properties and permissions
Rules: Cost or fund rules
Gates: Active or Inactive setups
Shell Instance Dashboards: dashboards created at the shell level, and are available for users to view (but not edit) with granted permissions
Note: Although Commitment Funding Sheet is visible, it is not currently supported.

Each of these modules has an Update function where you can use Find to isolate the shells you want to update. The find window contains data elements from the Find form. This makes targeting shells with specific information possible. For example, if you add new users, to the company, and need to add them to many shells, but not every shell, you can add them to a shell template and use the Update Shells functional to add the users to only those shells that require them.

Shells with a status of Active or On-Hold can be updated with this functionality. Inactive or View-Only shells can only have their users or groups updated with this functionality. Users with create permission for the shell type template modules can do this operation.

Note: You update shell information one module at a time. Any Active or On-hold shells can be updated in this way.