Templates

The Templates grouping node contains the following functional nodes:

Shells

Enables you to create and maintain templates of the following shell types. Shell templates are used to create new or update existing shells.

Commitment Summaries

Displays a list of summaries for all the Commit Cost Business Processes.

Configurable Modules

The Configurable Modules consists of the following sub-nodes:

Cost Sheets

Enables you to create and manage Cost Templates that can help you track and manage cost in projects and shells, and across the company.

Folder Structures

Enables you to create and manage templates for the folder and subfolder structure used in a shell document manager.

Funding

The Funding node consists of the following functional nodes:

General Spends SOV

Use this node to define the required columns and formulas that are used to validate summary commitments.

Reports

Enables you to create and manage user-defined reports (UDRs) that can be added to a shell or shell template.

Rules

Enables you to create and manage the requirements that are used to validate the steps taken for business process records.

Schedule Sheets

Enables you to create and manage schedules of activities within the company.

See Also

Company Workspace Landing Page (Admin)

User Administration

General Administration

Data Structure Setup

uDesigner

Configuration

Integrations

Standards & Libraries

Configuration Package Management

System Information

Company Workspace

Company Sponsored Shells



Last Published Tuesday, December 12, 2023