Migrating Projects (Standard) to CBS Shells
You can migrate one or multiple standard projects (Projects (Standard)) to CBS shell types that you specify. After migration, the new CBS shell is created in the shell hierarchy in the location you specify, and the standard project is no longer listed in the project log in Unifier. All of the data that existed under the standard project can then be accessed from the newly-created CBS shell.
Note: When you migrate a standard project to a CBS shell, you cannot undo the migration and return the shell to the standard project form. The migration cannot be reversed, so be sure that you want to perform the project-to-shell migration.
After you migrate standard projects to CBS shells, you can use the features that shells offer, such as:
- Hierarchical distribution, visualization and navigation of capital projects when organized under shell hierarchies based on business needs
- Configurable dashboards
- Roll up of cost data across the shell hierarchy
See Also
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
In This Section
Migrating Projects (Standard) Limitations
Migrating Projects (Standard) Considerations
Migrating Projects (Standard): Mapping of Project DEs to Shell DEs
Migrating Projects (Standard) to shells
Last Published Monday, August 28, 2023