Create a Shell Template by Copying a Template or Shell

You can create a Shell Template by copying from an existing shell template or an existing shell.

To create a shell template by copying an existing shell or shell template

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click Templates > Shells, and then select a shell type.
From the Create menu, select From Template or From Shell.
You can use the Search and Find on Page options to look for a specific shell or template in the list.
In the Select Modules pane, select the modules to include in the new template.
The modules available depend on the cost code type of the shell or shell template (CBS or Generic). See Shell Cloning Window Selections for the lists of available modules by cost code type.
After you are done selecting the modules to include, click Done.
In the template Details window, update the applicable tabs and fields.
Most properties are copied from the original shell or template with the following exceptions:
- Currency: On the Currency tab, specify the Shell Currency
- Image: On the Images tab, specify the Shell Image (optional)
The status is set to On-Hold.
Click Save. Click Yes to confirm.