Updating Shell Templates

You (the Administrator) can create or update Shell Template components from another Shell Template.

Within a shell template, you can use the Update Shell Templates (toolbar option) and push the shell template data from source shell template to destination shell template or shell templates of the same shell type for the modules described in the following topics.

In This Section

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)

Activity Sheets

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


Last Published Wednesday, July 2, 2025