Table of Contents
- Title and Copyright Information
- Introduction
- Setting Up Data Structure
- Setting Up Shells
- Shell Administration and Setup
- Setting Permissions to Configure Shell Types in the Shell Manager
- Configuring Shells
- Update Standard Cost Sheet Columns
- Setting Permissions to Administer Shell Templates
- Accessing a Created Shell Template
- Setting Permissions to Create or Modify Shell Instances
- Creating a Shell
- Gateway Integration Tab
- Managing Shells
- Managing Cash Flow in Shell Templates
- Updating Shells
- Updating Shell Formation - General Procedure
- Updating Shells, Users
- Updating Shells, Groups
- Updating Shells - Setup Node, Business Process
- Updating Shells - Setup Node, Dashboards
- Updating Shells - Setup Node, Gates
- Updating Shells - Rules Node
- Updating Shells - Cost Manager Node, Cash Flow
- Updating Shells - Cost Manager Node, Cost Sheet
- Updating Shells - Cost Manager Node, Funding - Funding Sheet
- Updating Shells - Cost Manager Node, Schedule of Values - General Spends
- Updating Shells - Cost Manager Node, Schedule of Values - Payment Applications
- Updating Shells - Document Manager Node
- Updating Shells - Access Control Node
- Updating Cost Sheet Columns in a Shell
- Updating Cost Sheet Snapshots in a Shell
- Update Schedule of Values Structure
- Updating Shells - Reports Node
- Update Cash Flow Properties and Permissions
- View Update history
- Cancel a Shell Update Request
- Updating Shell Templates
- Setting Up View Forms in Shell Attributes
- Dedicated Mailbox for Shells
- User Permissions and Navigation
- How to Set Up Gates
- Example of a Gates Setup and Conditions
- Define the Phase List
- Create a Gates Setup
- Delete a Gates Setup
- Add Phases to the Gates Setup (Settings Tab)
- Access Gate Configuration View
- Configure Gate Elements
- Change the Order of Phases
- Define Gates Runs Schedule (Schedule Tab)
- Activate or Deactivate a Gates Setup
- Set User Permissions for Gates
- Editing Multiple Shells at Once with Bulk Edit
- About Shell Dashboards
- Setting Up Automatic Update of Shell Status
- Create an Automatic Shell Status Update Setup
- Choose the Order of Non-Active Statuses (Settings Tab)
- Define Status Change Query and Trigger Conditions (Settings Tab)
- Define Shell Status Update Schedule (Schedule Tab)
- Activate or Deactivate an Auto-Update Status Setup
- Set Permissions for Automatic Update of Shell Status
- Setting Up Data Structure Setup Node
- Setting Up Multiple Company Calendars
- Setting Up Business Processes
- Master Log - Business Processes Node
- Importing Business Processes
- Configuring Business Processes
- General Procedures for Setting Up Business Processes
- Loading a Business Process
- Setting Up a Non-Workflow Business Process
- Basic Non-workflow Set Up in General Tab and Settings Tab
- Set up email notification for a non-workflow BP
- Set up auto-creation for a non-workflow BP
- Set up record and line item copy options
- Set up View Forms for Non-Workflow Business Processes
- Set up Record Properties for Non-Workflow Business Processes
- Setting Up a Workflow Business Process
- Business Process Node
- Workflow Setup Node
- Basic workflow setup in General tab
- Designate additional editors for Business Process records
- Set up Email Notification for a Workflow BP
- Set up auto-creation for a workflow BP
- Workflow Setup in Company-Level BPs or Project Level BPs
- Define the Business Process Workflow
- Set up View Forms for Workflow Business Processes
- Set up Record Properties for Workflow Business Processes
- Setting Up Workflow BPs to Integrate With Oracle Integration Recipes
- Creating, Adding, and Deleting Business Process Help Files
- Setting Up Auto-Creation of Cash Flow Curves from Contracts
- Setting up a Master Service Agreement Template
- Setting Up a Base Commit Business Process
- Setting Up a Request for Bid (RFB) Business Process
- Business Process Functionality
- Setting Up the Cost Manager
- Cost Manager Overview
- About Currencies and Exchange Rates
- Setting Up Cost Sheets
- How to Set Up the Cost Manager (Cost Sheets)
- Configuring Cost Manager Permissions
- Cost Sheet Template at Company Level
- Cost Sheet Template at Shell Level
- Adding Cost Rows (CBS Codes)
- Creating Worksheet Templates
- Managing Cost Templates
- Creating a Project or Shell Cost Sheet
- Setting Up the Company Cost Sheet
- Setting Up the Funding Manager
- Setting Up Schedule of Values (SOV)
- Setting Up Cash Flow
- How to Set Up Cash Flow
- Grant Yourself Permissions to Configure Cash Flow
- Create a Cash Flow Distribution Profile
- Delete a Distribution Profile
- Edit a Distribution Profile
- Creating Cash Flow Data Sources
- Delete a Cash Flow Data Source
- Edit a Cash Flow Data Source
- Distributing Cost Data
- Cash Flow Curve Templates
- Create Roll-up Templates
- Setting Up the Rules Engine
- Setting Up the Document Manager
- Setting up the Portfolio Manager
- Setting Up the User-Defined Reports
- Creating and Setting Up a UDR Template
- UDR Data Types
- Accessing UDR Templates
- Creating a UDR Template
- General Tab (All Reports)
- Data Elements Tab (Tabular Report)
- Data Elements Tab (Cross Tab Report)
- Data Elements Tab (Summary Report)
- Data Elements Tab (Alert Report)
- Data Elements
- Query Tab (All Reports)
- Layout Tab (All Reports)
- Layout Tab (Page Setup Setting)
- Layout Tab (Title Page, Header, Footer, Summary Page Settings)
- Layout Tab (Cross Tab Setting)
- Layout Tab (Group By Setting)
- Projects Tab (Program-Level Reports, All Types)
- Shells Tab (Shell-level Reports, All Types)
- Permission Tab (All Reports)
- Schedule Tab (All Reports)
- Add and Manage Data Elements (Columns) to the Report
- Manage Report Column (Data Element) Properties
- Set Auto Range
- Grant Report Edit or Run Permissions to Other Users
- Define Report Queries (Query Condition)
- Set up Title Page, Header, Footer, and Summary Page
- Schedule Report Runs
- Enable a Report for Web Services Integration
- Access Control Permissions for UDRs
- Creating User-Defined Project, Shell, Program, and Company Reports
- Creating and Setting Up a UDR Template
- Configuration Package Management