Activity Sheets

You can update the Activity Sheets that are used in destination shell templates. If applicable, any views that you defined are also included in the update (for more information, see Defining Activity Sheet and System Activity Sheet Views for Inclusion in Templates).

To update the destination shell templates with Activity Sheets setup:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, and then select Projects.
  3. In the Projects Templates log, select and open a template.
  4. In the left Navigator, select Activity Manager, and then select Activity Sheet.
  5. In the Activity Sheets log, select an item.
  6. From the toolbar, click Update Shell Templates, and select one of the following:
    • Shells Templates
    • All Other Shell Templates
    • History

The following explores each option in detail.

Shells Templates

If you select this option, the Update Shell Templates window opens that displays a list of projects that you can select. The projects are listed in the window, and the details of each project are displayed in columns such as Project Number, Project Name, Status, and so on.

Select the projects that you want to update and click Update in the toolbar. When the Confirmation message appears, click Yes to update the selected shell templates, or click No to cancel.

If you click Yes, the push job gets initiated and the History log will show the job details.

The Activity Sheets setup will be added or replaced in the destination shell templates.

All Other Shell Templates

If you select this option, review the message that is displayed in the Confirmation message, and click Yes to update all the shell templates or click No to cancel.

History

If you click the History menu item, the Update Shell Templates: History window opens. This window shows the details—such as Requestor, Shell Templates, Submit Date, and so on—of the submitted update requests.

The History log provides details of each job by showing the actions performed as a part of Activity Sheet push to the destination shell templates.

In the case where in certain shell templates the job is not successful, the history details lists the shell templates where the update has failed and displays the reason for the failure.

You can select an item in the list and click Open, from the toolbar, to see the details about that item.

You have the option to click the Cancel Request option, from the toolbar, if the request is not in progress or has not been completed.

See Also

Updating Shell Templates

Access Control

Business Process and Workflow Setups

Gates

Dashboards

Rules

Cash Flow

Cost Sheet Columns

Cost Sheet Snapshots

Commitment Funding Sheet

Document Manager

General Spends (SOV Structure)

Payment Applications (SOV Structure)

Summary Payment Applications (SOV Structure)

Setting Up Shell Templates with Multiple Base Commit BPs with Multiple Payment Applications and SOVs

Reports (User-Defined Reports)

Defining Activity Sheet and System Activity Sheet Views for Inclusion in Templates



Last Published Monday, March 31, 2025