Shell Landing Page (User) - Details

To access your shell landing page (User):

Click your shell tab to open it.
Switch to User mode.
Click My Dashboard and click Details to open the shell Details form.

For more information about the shell landing page, refer to the Unifier Programs, Shells, and Projects User Guide.

The shell Details form enables you to access the following tabs:

Tab	Description
General	This tab has the following blocks: General Description Location This tab enables you to see and set the following general information about the shell: Number Administrator Location Description Status Latitude Longitude The fields in the General tab can be customized. You can format the columns when your Display Type is set as Table or Grid. This enables you to re-size, for example the Dashboard View Mode for the Drill-downs, and Standard, or Custom, blocks that the selected Display Type is set as Table or Grid. This is similar to the same feature available for the Business Processes log. Unifier saves your customized display automatically until it is changed by another user. You can also reorder the fields under the Detail Form Tab Name. Use the Edit Details Block option (New Standard Block window) to select fields columns (Selected Fields) by dragging and dropping the fields from the Available Fields. You can also use the deflector and collector options. This action makes the order in which the fields are displayed in the Details block of Dashboard match the order defined in the Selected Fields column in the New Standard Block window.
Currency	In this tab, you can: See the currency that the shell uses. Add new currency. Modify an existing currency.
Images	This tab contains the following toolbars: Image (the plus "+" symbol) drop-down menu: Browse: To upload images from the local computer, directly. You can select and add multiple images. If you select multiple images, the images will be displayed in the shell dashboard, on the image block, as rolling images. Document Manager: To see the image files and folders that are available in a shell Document Manager. You must have the "View" permission to see the images and folders. Use this option to upload images from the local Document Manager (DM) of the particular project. If an image is revised in DM, the revised image is displayed in the shell dashboard, on the image block. You will be able to view images, from DM, in the Dashboard in Admin as well as User modes. In the dashboards, if there are multiple images, then Unifier displays all of the images as rolling images. When a shell has multiple images, Unifier uses the first image from the list to print the shell image through custom prints and reports. Help (  ): To display information about this tab. The tab also contains a log that lists the names of the images that you have downloaded. You can use drag-and-drop to reorder the images on the log. Use the trash-can icon to delete an image.
Options	Enables you to see, add, and set options about the shell such as: Phase Time Zone for Background Jobs: This time zone will be used to calculate the time for running the recurring jobs, specific to this workspace. If left blank, the time zone that was set in the Background Jobs (at Company-level) will be used to run the jobs. Financial Period Email Address Send Notification To Document Manager Attribute Form Document Manager Attribute Form Used E-Signature Type
Links	Enables you to add new links and see the existing links in the shell under the following blocks on the window: New Links All Links
Calendar	Enables you to select one of the following calendar types: Standard Calendar Custom Calendar (you can copy an existing custom calendar) Select Working and Non Working days by choosing a day and selecting "Working" or "Non Working" below. If you would like to select a specific day of the week to adjust the working status, click the day of the week and select "Working" or "Non Working" below.
Custom Print Template	Enables you to Add Selective Custom Print Templates for shell specific business processes. Once you check the Add Selective Custom Print Templates checkbox, you can click Add Templates to choose which business process to apply templates to by moving them from the Available Items list to the Selected Items list.
Gateway Integration	This tab enables you to link Multiple P6 Projects with the following information: Project ID Project Name Schedule Type

Opening records from drill-down Tables and Grid

When in a drill-down, the selected Display Type is Table, or Grid, and the Record Number is selected in the Source Group By, the Record No. turns to a hyperlink. You can click on the Record No. to open the record in a pop-up window.

Note: The linked record will only be displayed if you have View or Modify access for the BP record.

The Record Number will not be a hyperlink for the following:

When source of the selected Data Cube (in Drill-down block) is Data View.
In the Drill-down block, when the data is selected from the Current Shell and sub-shells or from sub-shells, only.
If the selected Data cube has multiple BPs added as the Data Source.

Opening records from drill-down Tables and Grid

See Also