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.
- Buildings
- Linear Assets
- Projects
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:
- FCA Manager
The Facility Condition Assessment (FCA) manager is a Project/Shell level Code-based type manager with the following components:
- Detail Form
- Picker
- Generic Cost Manager
- Material Inventory Manager
- Parts Manager
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:
- Funding Sheets: Enables you to create and manage one template for a company funding sheet and multiple templates for project/shell funding sheets.
- Commitment Funding Sheets
- Region/District
- Site/Campus
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)
Configuration Package Management
Last Published Tuesday, December 12, 2023