Working with Shells and Projects

Shells represent your project collaboration workspace, for example:

With shells, you can show project relationships and hierarchies to represent a real-world physical or organizational structure more accurately. In the following example, indentation is used to represent levels in a hierarchy. In this example, a Building shell can be a sub-shell within a Property or a Region.

You can create multiple templates from which you can centrally manage large numbers of shells. The shells you create can have their own business processes, cost worksheets, reports, dashboards, document repositories, and users and groups. You can organize shells into hierarchies that let you pull data from a current shell and any of its subordinate shells. Working together, these features give you visibility into, and control of, your projects.

A Unifier project is a collaboration space that lets project users collaborate on and coordinate the execution of a project. As a Unifier user, you may be part of a sponsor company or a partner company (or possibly both). Sponsor companies can commission and administer projects. Partner, or member, companies (for example, subcontractors and vendors) work with sponsor companies to complete projects.

Note: User access and permission levels for all functions are controlled by the Company Administrator. If you have access-related questions, contact your Company Administrator.

Shells allow users to manage different modules. Projects are also shells that are predefined in the system. The Shell Manager allows shell types to be defined in uDesigner. Administrators can later create one or more instances under each shell type. Each instance can have its own business process, cost manager, reporting module, or other modules as needed.

The following explains how to work with Unifier shells and projects.

Note: The instructions and information presented in the system documentation is based on an out-of-the-box (OOTB) setup and before being customized by the user.

In This Section

Using Shells

Using Projects


Last Published Friday, June 21, 2024