Templates or Shell Templates

This node, and the following subordinate nodes, contain the following data for Project Controls:

Note: Some of the items are under the Template node and some others are under the Shell Templates.

Costs Sheet > Project Cost Sheet
Funding > Funding Sheet > Funding Sheet
Schedule of Values > General Spends SOV
Schedule of Values > Payment Applications SOV
Schedule Sheets > Project Schedule Sheet
Access Control
User Administration > Users (default user: Coadmin)
User Administration > Groups (shell level group permissions for All Project Users, Creator, Project Administrators, Reviewer)
Setup > Business Processes
Setup > Dashboards > Project Delivery
Cost Manager > Cash Flow
Document Manager > Documents (contains a default folder structure)
Document Manager > Project Documents (contains a default folder structure)
Reports > User-Defined

You can also use the Templates or Shell Templates node to change:

A Cost Manager with a capital planning cash flow
The access control to project functions for users and groups
The user/group administration to add and manage project users and groups
The business processes that you want to automatically include in the project
A dashboard to display project information on the shell landing page
A Document Manager to store drawings, spreadsheets, image files, specifications, and other project documentation
The reports specific to Primavera Project Delivery
The Project cost sheet
The Funding sheet
The Schedule of Values (SOV)
The Project schedule sheet
The Rules for cost calculations

Refer to the Unifier Administration Guide for more details.

Last Published Monday, August 28, 2023