Managers and Modules Available in all Shell Templates (Both CBS and Generic Codes)
The following lists the managers and modules that are available in all Shell Templates for both CBS codes and the Generic Codes.
Member Companies
To make Partner Companies that you added at the company level available in your projects, you add them in Member Companies. Member Companies added to a shell template automatically copy to a shell during cloning. For more information, see Managing Member Companies.
Access Control
For modules and managers included in a shell template, you can assign user-mode permissions. Permissions set in a template will automatically copy to a shell during cloning. Keep in mind, records created in user mode may require permission assignment in user mode.
User Administration
Users and groups added to a template are copied by default from the template to a new shell during cloning. For more information, see User Administration in the Unifier General Administration Guide.
- Users: Users added to a template automatically copy to the shell during cloning. Users added to shell templates cannot be deleted, only inactivated.
- Groups: Groups added to a template, and any users added to these groups, automatically copy to the shell during cloning.
Setup
- Business Process: You have the option to copy all, or none, of the business processes and their setups that were added to a template. For more information, see General Procedures for Setting Up Business Processes. If you added a single-record business process to a template and created a record, that record with all its data will be copied during cloning. For more information, see Single-Record Business Processes.
- Dashboards: You can define dashboards in a template and opt to include them when you clone a new shell from the template. For more information, see Creating a Shell Dashboard in a Template.
- Gates: Gates provide a means of automating when a project moves to the next phase. You can define gates in a template and opt to include them when you clone a new shell from the template. For more information, see How to Set Up Gates.
- Planning Manager: This is where you can plan for new projects and create proposals and forecasts for projects already running in the system.
- Resource Manager: This is where you can set up and manage personnel resources in a company, project, or shell, if you have access to the Resource Manager feature.
- Material Inventory Manager: This is where you can manage materials within the company, project, or shell.
Information
This is where single-record business processes exist. When you clone a template, any single-record business processes are copied as well. For more information, see Single-Record Business Processes.
- Configurable Modules (and then select Configurable Managers (CM1 through CM25) ): Configurable Managers are designed in uDesigner and have flexible coding structures to allow data collection and analysis.
- Document Manager: You can create a folder structure for the Document Manager that can be used across shells. These can be created from Folder Structure Templates, or folders can be added manually. Unlike Folder Structure Templates, you can also assign users folder-level permissions (if they are in the shell template) and can import folders and folder properties.
- Space Manager: This is where you can manage facilities for the company, project, or shell.
- Reports: You can create one or more user-defined report templates, which will be used for shell-level user-defined reports.
Last Published Wednesday, July 2, 2025