Working with Shells

A shell allows users to collaborate on and coordinate the execution of a project.

Note: User access and permission levels for all functions are controlled by the company administrator. Contact your company administrator if you have questions regarding access.

See Also

Using Shells

Single Instance and Multiple Instance Shell Types

Shell and Cost Managers

Using the Shell Landing Page

Shell Dashboard

Working with Gates and Phases

Working with Multiple Document Manager Attribute Forms

In This Section

Auto-Create Projects or Shells

Working with Shell Features

Auditing Shell Changes

Add an Image

Managing Shell Alerts

Working with Mailbox (Shells)

Collaborating with Team Members

Auto-Population in Shells

Financial Period in Shell


Last Published Friday, June 21, 2024