User Permissions and Navigation

Navigation from the Landing Page to a specific place in the sub-shell hierarchy requires permissions. Permissions can be:

See Also

Setting up Shells

Shell Administration and Set up

Importing Shells

Setting Permissions to Configure Shell Types in the Shell Manager

Configuring Shells

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

Creating a Shell

Integration Tab

Managing Shells

Packaging Single Instance Shells

Updating Shells

Updating Shell Templates

Setting Up View Forms in Shell Attributes

Dedicated Mailbox for Shells

How to Set Up Gates

Editing Multiple Shells at once with Bulk Edit

About Shell Dashboards

Migrating Projects (Standard) to CBS Shells



Last Published Monday, August 28, 2023