Updating Shells - Activity Manager Node, Activity Sheet

You can add an Activity Sheet to multiple shells at once with an Activity Sheet template.

The Update Shell process runs in the background. Depending on the number of records and shells you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

To add an Activity Sheet to a shell using Update Shells

Go to the Company Workspace tab and switch to Admin mode.
Go to Templates > Shells > Projects and select a shell template.
Click to expand the Activity Manager grouping node and select the Activity Sheet functional node.
Select an Activity Sheet template from the log.
In the top toolbar, click the Update Shells button and choose one of the following:
- Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.
- All Shells: You can use this option to update all shells of that shell type.
- History: You can view the update history from past updates or cancel a request before the update begins.
An Alert window opens letting you know that you are about to push changes to the selected active and on-hold shells; there is no undo for the update. If you proceed with the update, the following changes will be made:
- If the Activity Sheet with the same name does not exist, it will be added.
- If the Activity Sheet exists with the same name, it will not be updated or replaced.
- Assigned WBS attributes to the Activities will be added to the Project WBS Sheet.
- If Project WBS Sheet does not exist, it will be added.
- Assigned OBS attributes to the WBS will be added to the OBS Sheet.
- If OBS Sheet does not exist, it will be added.
- Sheet permissions will be added
- Users and Groups will be added if they do not exist.
- If Group is created, it will be empty.
- Custom calendars assigned to Activity Sheet will be added.
Click Yes if you want to proceed with the update, or No to cancel.
Note: The views that have been defined in the Activity Sheets templates will not be carried over to the Activity Sheet in the shell.

Configuration Packages

The Activity Manager sub-node, in the configuration package component list, lists all the Activity and WBS Sheet templates defined in the shell templates. You can select one or more Activity Sheets, Project WBS Sheet and OBS Sheet per shell template that needs to be exported in a package.

If you select Activity Sheet and the attribute form design is not selected, the following error is displayed upon error check in the component list or when creating a component package:

The design manual Activity attributes is missing in the component list.

Similarly when you select an Activity Sheet but have not selected the associated WBS Sheet in the component list, the following error will appear upon error check in the component list. When creating a configuration package make sure along with the Activity Sheet template, the associated WBS Sheet template is also a part of the component list.

The OBS Name from the OBS Sheet <Sheet name> included in the WBS Sheet <WBS Sheet Name> in <Shell Template Name> shell template is missing in the component list.

When the WBS Sheet in shell templates is selected in the component list, but not the design, the following error is displayed:

The design WBS Sheet attributes is missing in the component list.

When the WBS sheet is selected, but not the OBS Sheet, the following error is displayed. The same error will appear in the configuration package creation if the associated OBS Sheet is not selected:

The OBS Name from the OBS Sheet <Sheet name> included in the WBS Sheet <WBS Sheet Name> in <Shell Template Name> shell template is missing in the component list.

When the OBS Sheet is selected in the component list but not the OBS attribute design, then the following error is displayed:

The design OBS Sheet attributes is missing in the component list.

There will be no error check for the Cost Codes while creating the package.

Add-on Configuration Packages

You can create new configuration packages based on the component lists having activity sheet templates, along with WBS Sheet and OBS Sheet templates and be able to import the package in the destination environment. The above validations mentioned in the Component Lists will apply when creating a package if the associated WBS Sheet or OBS Sheet template or design is not selected in the add on component list.

Import Package

When a user imports the configuration package that has shell templates with Activity/WBS/OBS Sheets, then in the destination, all the following components should be added.

Activity Sheets along with activities, activity attributes, dependencies, assigned WBS Codes, assigned CBS codes (if cost sheet is selected in package or cost sheet exists in destination with same CBS code structure)
Project WBS Sheet with all WBS attributes.
OBS Sheet with all OBS attributes.
Cost Sheet with all Cost codes (if selected in Package).
Note: If the Cost Sheet is not included in the Activity Sheet that is included in the Configuration Package, then when import is completed, the Activity Sheet will not have the cost codes.