Table of Contents
- Title and Copyright Information
- Getting Started with Modules Setup Administration Guide
- Setting up Data Structure
- 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 Formation - General Procedure
- Updating Shells, Users
- Updating Shells, Groups
- Updating Shells - Setup Node, Business Process
- Updating Shells - Setup Node, Dashboards
- Updating Shells - Setup Node, Gates
- Updating Shells - Setup Node, Planning Manager
- Updating Shells - Setup Node, Resource Manager
- Updating Shells - Setup Node, Configurable Modules (Classes)
- Updating Shells - Configurable Modules Node (Sheets)
- Updating Shells - Rules Node
- Updating Shells - Cost Manager Node, Cash Flow
- Updating Shells - Cost Manager Node, Cost Sheet
- Updating Shells - Cost Manager Node, Funding - Funding Sheet
- Updating Shells - Cost Manager Node, Funding - Commitment Funding Sheet
- Updating Shells - Cost Manager Node, Schedule of Values - General Spends
- Updating Shells - Cost Manager Node, Schedule of Values - Payment Applications
- Updating Shells - Cost Manager Node, Schedule of Values - Summary Payment Applications
- Updating Shells - Document Manager Node
- Updating Shells - Space Manager Node, Levels Sheet
- Updating Shells - Space Manager Node, Stack Plans
- Updating Shells - Schedule Manager Node, Schedule Sheets
- Updating Shells - Activity Manager Node, Activity Sheet
- Updating Shells - Access Control Node
- Updating Cost Sheet Columns in a Shell
- Update Schedule of Values Structure
- Updating Shells - Reports Node
- Update Commitment Funding Structure
- Update Cash Flow Properties and Permissions
- Update Generic Cost Sheet Columns and Rows
- View Update history
- Cancel a Shell Update Request
- Updating Shell Templates
- Access Control
- Business Process and Workflow Setups
- Gates
- Dashboards
- Rules
- Cash Flow
- Cost Sheet Columns
- Commitment Funding Sheet
- Document Manager
- General Spends (SOV Structure)
- Payment Applications (SOV Structure)
- Summary Payment Applications (SOV Structure)
- Reports (User-Defined Reports)
- Activity Sheets
- Setting Up View Forms in Shell Attributes
- Dedicated Mailbox for Shells
- User Permissions and Navigation
- How to Set Up Gates
- Example of a Gates Setup and Conditions
- Define the Phase List
- Create a Gates Setup
- Delete a Gates Setup
- Add Phases to the Gates Setup (Settings Tab)
- Access Gate Configuration View
- Configure Gate Elements
- Change the Order of Phases
- Define Gates Runs Schedule (Schedule Tab)
- Activate or Deactivate a Gates Setup
- Set User Permissions for Gates
- Editing Multiple Shells at once with Bulk Edit
- About Shell Dashboards
- Setting Shell Instance Dashboard Permissions
- Creating a Shell Dashboard in a Template
- Copy a Shell Dashboard
- Modify Shell Instance Dashboard Properties
- Delete a Shell Instance Dashboard
- Find a Shell Instance Dashboard
- Set User or Group Permission for a Shell Instance Dashboard
- Set a Default Shell Dashboard
- Migrating Projects (Standard) to CBS Shells
- Setting up Automatic Update of Shell Status
- Create an Automatic Shell Status Update Setup
- Choose the Order of Non-Active Statuses (Settings Tab)
- Define Status Change Query and Trigger Conditions (Settings Tab)
- Define Shell Status Update Schedule (Schedule Tab)
- Activate or Deactivate an Auto-Update Status Setup
- Set Permissions for Automatic Update of Shell Status
- Setting up Data Structure Setup Node
- Setting up Multiple Company Calendars
- Setting up Business Processes
- Master Log - Business Processes Node
- Advanced Logs and Standard Logs
- Importing Business Processes
- Configuring Business Processes
- Configuring Business Process Configuration Package
- General Procedures for Setting up Business Processes
- Loading a Business Process
- Setting up a Non-Workflow Business Process
- Basic Non-workflow Set Up in General Tab and Settings Tab
- Set up email notification for a non-workflow BP
- Set up auto-creation for a non-workflow BP or planning item
- Set up record and line item copy options
- Single-Record Business Processes
- Set up View Forms for Non-Workflow Business Processes
- Set up Record Properties for Non-Workflow Business Processes
- Setting up a Workflow Business Process
- Business Process Node
- Workflow Setup Node
- Basic workflow setup in General tab
- Designate additional editors for Business Process records
- Set up Email Notification for a Workflow BP
- Set up auto-creation for a workflow BP
- Workflow Setup in General and Setting Tabs
- Define the Business Process Workflow
- Set up View Forms for Workflow Business Processes
- Set up Record Properties for Workflow Business Processes
- Creating, Adding, and Deleting Business Process Help Files
- Auto-creating BP Record or Planning Item Based on Conditions or Frequency
- Setting up Auto-Creation of Cash Flow Curves from Contracts
- Copying Workflow Setups from Other Schemas
- Importing Workflow Setups from One Company to Another Company In the Same Environment
- Setting up a Blanket Purchase Order Summary Template
- Setting up a Base Commit Business Process
- Setting up a Request for Bid (RFB) Business Process
- Business Process Permission Settings
- Business Process Functionality
- Query-Based Tab in Business Processes
- Creating Query-Based Tab in Business Processes
- Setting up Updates for Business Process Records
- Setting up the Asset Manager
- Importing Asset Classes
- Configuring the Asset Manager
- Configuring Asset Manager Configuration Package
- Grant Asset Class Template Permissions
- Creating and Managing Asset Templates
- Creating a Depreciation Schedule (Classic view)
- Setting Up and Managing Asset Sheets
- Managing Asset Sheet Properties
- Map asset sheet columns to company account codes
- Associating Projects with Asset Classes
- Setting up the Code and Records-based Configurable Manager
- Setting Permissions to Import Configurable Managers
- Importing Code and Records-Based Configurable Managers
- Deleting a Material Inventory Manager
- Setting Permissions to Import Classes
- Importing Classes for Code and Records-based Configurable Managers
- Configure configurable manager classes
- Run an Error Check on a Class
- Configure a Data Picker for the Manager
- Setting Template Administration Permissions
- Managing Class Template Sheets (Classic view)
- Managing Class Template Sheets (Standard view)
- Setting User Permissions for Code and Records-Based Managers
- Setting up the Cost Manager
- Cost Manager Overview
- Cost Managers and Unifier Functional Areas
- About Currencies and Exchange Rates
- Setting up Cost Sheets
- How to Set Up the Cost Manager (Cost Sheets)
- Importing the Cost Attribute Form
- Configuring Cost Manager Permissions
- Cost Sheet Template at Company Level
- Cost Sheet Template at Shell Level
- Adding Cost Rows (CBS Codes)
- Creating Worksheet Templates
- Managing Cost Templates
- Creating a Project or Shell Cost Sheet
- Setting up a Program Cost Sheet
- Setting up the Company Cost Sheet
- Deleting Cost Sheets
- Setting up a Company Accounts Sheet
- Setting up the Funding Manager
- How to set up the Funding Manager
- Importing Fund Attribute Form
- Creating a Company Funding Sheet
- Creating a Project or Shell Funding Sheet Template
- Creating a Project/Shell Funding Sheet
- Defining Fund Assignment Options for Project/Shell Funding
- Creating Commitment Funding Sheet Templates
- Defining Fund Assignment Options for Commitment Funding
- Setting Up Schedule of Values (SOV)
- Setting Up Cash Flow
- How to Set Up Cash Flow
- Grant Yourself Permissions to Configure Cash Flow
- Create a Cash Flow Distribution Profile
- Delete a Distribution Profile
- Edit a Distribution Profile
- Creating Cash Flow Data Sources
- Delete a Cash Flow Data Source
- Edit a Cash Flow Data Source
- Distributing Cost Data
- Cash Flow Curve Templates
- Create Roll-up Templates
- Setting up the Rules Engine
- Setting up a Generic Cost Manager
- Setting up the Document Manager
- Setting up the Planning Manager
- Importing a Planning Type
- Granting Yourself Permissions
- Creating a Default Structure for the Planning Sheet
- Configuring the Planning Type
- Deleting a Planning Manager
- Configuring Planning Manager Configuration Package
- Granting Planning Setup Permissions
- Loading the Planning Manager
- Granting User Permissions
- Master Log - Planning Items for the Planning Manager
- Setting up the Portfolio Manager
- Setting up the Resource Manager
- Set Up Resource Manager
- Configuring Resource Manager at Company-level
- Configuring Resource Manager Configuration Package
- Creating Roles and Resources
- Create a Role
- Add a Billable Rate to a Role (Rates Tab)
- Add Resources to a Role (Resources Tab)
- Import Roles
- Create a Resource
- Add a Role to a Resource (Roles Tab)
- Add a Skill Set to a Resource (Skills Tab)
- View and Manage Resource Booking Details (Calendar Tab)
- View Resource Project/Shell Booking Information (Projects/Shells Tab)
- Import Resources
- Update Resource Information by Importing
- Setting up the Resource Manager in Projects or Shells
- Setting up the Schedule Manager
- Additional Options for Setting Up the Schedule Manager
- Importing an Activity Attribute Form
- Create Schedule Sheet Templates
- Deleting Schedule Sheets
- Grant Schedule Manager Permissions to Users
- Refresh Schedule Sheet Data
- Updating Schedule Sheet Properties from Templates
- Update Schedule Sheet Activities from Templates
- Importing Schedule Files
- Scope Management Setup
- About activity-level editing
- Permissions for the System WBS Sheet
- Setting up the Earned Value Management Permissions
- Setting up the Space Manager
- Setting up the User-Defined Reports
- Creating and Setting up a UDR Template
- UDR Data Types
- Accessing UDR Templates
- Creating a UDR Template
- General Tab (All Reports)
- Data Elements Tab (Tabular Report)
- Data Elements Tab (Cross Tab Report)
- Data Elements Tab (Summary Report)
- Data Elements Tab (Alert Report)
- Data Elements
- Query Tab (All Reports)
- Layout Tab (All Reports)
- Layout Tab (Page Setup Setting)
- Layout Tab (Title Page, Header, Footer, Summary Page Settings)
- Layout Tab (Cross Tab Setting)
- Layout Tab (Group By Setting)
- Projects Tab (Program-Level Reports, All Types)
- Shells Tab (Shell-level Reports, All Types)
- Permission Tab (All Reports)
- Schedule Tab (All Reports)
- Add and Manage Data Elements (Columns) to the Report
- Manage Report Column (Data Element) Properties
- Set Auto Range
- Grant Report Edit or Run Permissions to Other Users
- Define Report Queries (Query Condition)
- Set up Title Page, Header, Footer, and Summary Page
- Schedule Report Runs
- Enable a Report for Web Services Integration
- Access Control Permissions for UDRs
- Creating User-Defined Project, Shell, Program, and Company Reports
- Creating and Setting up a UDR Template
- Configuration Package Management
- Accessing Configuration Package Management Node
- Component Lists
- Add-on Component Lists
- Configuration Packages
- Add-on Component Lists and Add-on Configuration Packages
- Add-on Configuration Packages
- Creating Component List
- Component Analysis for Component Lists
- Creating Configuration Packages
- Configuration Package with Custom User Attributes (Exporting)
- Configuration Package with Custom User Attributes (Importing)
- Component Analysis for Add-on Component Lists
- Importing Configuration Packages
- Viewing Configuration Packages
- Transferring Configuration Package (On Premises Only)
- Installing Base Products (On Premises Only)
- Including Stamps in Configuration Package