Setting up Shells
A shell is where users can organize business information in one place to make managing it easy. You can use a shell to organize the information about projects, or facilities, in one place. A shell includes functions and features that are necessary for managing the information about projects, or facilities, within that shell. A shell is not required to function like a project.
In This Section
Shell Administration and Set up
Setting Permissions to Configure Shell Types in the Shell Manager
Update Generic Cost Sheet Columns and Rows
Update Standard Cost Sheet Columns
Configuring Shell Manager Configuration Package
Setting Permissions to Administer Shell Templates
Accessing a Created Shell Template
Setting Permissions to Create or Modify Shell Instances
Packaging Single Instance Shells
Setting Up View Forms in Shell Attributes
User Permissions and Navigation
Editing Multiple Shells at once with Bulk Edit
Migrating Projects (Standard) to CBS Shells
Last Published Monday, August 28, 2023