Shell Landing Page (User) - Details
To access your shell landing page (User):
- Open your project/shell and switch to User mode.
- In the left Navigator, click the project/shell name (Home icon).
- In the upper-right corner, click My Dashboard and select Details to open the shell Details form.
For more information about projects/shells, see Working with Shells and Projects.
The shell Details form enables you to access the following tabs:
Tab | Description |
---|---|
General | This tab has the following blocks:
This tab enables you to see and set the following general information about the shell:
The fields in the General tab can be customized. You can format the columns when your Display Type is set as Table or Grid. This enables you to re-size, for example the Dashboard View Mode for the Drill-downs, and Standard, or Custom, blocks that the selected Display Type is set as Table or Grid. This is similar to the same feature available for the Business Processes log. The system saves your customized display automatically until another user changes it. You can also reorder the fields under the Detail Form Tab Name. Use the Edit Details Block option (New Standard Block window) to select fields columns (Selected Fields) by dragging and dropping the fields from the Available Fields. You can also use the deflector and collector options. This action makes the order in which the fields are displayed in the Details block of Dashboard match the order defined in the Selected Fields column in the New Standard Block window. |
Currency | In this tab, you can:
|
Images | This tab contains the following toolbars: Image (the plus "+" symbol) drop-down menu:
Help ( ): To display information about this tab. The tab also contains a log that lists the names of the images that you have downloaded. You can use drag-and-drop to reorder the images on the log. Use the trash-can icon to delete an image. |
Options | Enables you to see, add, and set options about the shell such as:
|
Links | Enables you to add new links and see the existing links in the shell under the following blocks on the window:
|
Calendar | Enables you to select one of the following calendar types:
Select Working and Non Working days by choosing a day and selecting "Working" or "Non Working" below. If you would like to select a specific day of the week to adjust the working status, click the day of the week and select "Working" or "Non Working" below. |
Custom Print Template | Enables you to Add Selective Custom Print Templates for shell-specific business processes. After you select the Add Selective Custom Print Templates check box, you can click Add Templates to choose which business process to apply templates to by moving them from the Available Items list to the Selected Items list. |
Gateway Integration | This tab enables you to link multiple P6 Projects with the following information:
|
Primavera Cloud Integration | This tab lets you add a single project to a single Oracle Primavera Cloud project or a single project (in multiple shells) to multiple Oracle Primavera Cloud projects with the following information (for more information, refer to the Unifier General Administration Guide):
You can also remove a project if it has not been synchronized between Unifier and Oracle Primavera Cloud. |
Opening records from drill-down Tables and Grid
When in a drill-down, the selected Display Type is Table, or Grid, and the Record Number is selected in the Source Group By, the Record No. turns to a hyperlink. You can click the Record No. to open the record in a pop-up window.
Note: The linked record will only be displayed if you have View or Modify access for the BP record.
The Record Number will not be a hyperlink for the following:
- When source of the selected Data Cube (in Drill-down block) is Data View.
- In the Drill-down block, when the data is only selected from the Current Shell and sub-shells or from sub-shells.
- If the selected Data cube has multiple BPs added as the Data Source.
Last Published Friday, June 21, 2024