uDesigner
The uDesigner grouping node contains the following functional nodes:
- Business Processes: Displays a list of the Business Process templates.
- Activity Manager: Displays a list of activity, OBS, and WBS sheets (the activity manager components).
- Configurable Modules: Displays a list of configurable managers, including their description, type, and other related information.
A configurable manager is a manager that has been especially created for your company. Up to 25 managers can be created to consolidate and monitor any entities you want. Configurable managers differ from the managers that are shipped with the system in that configurable managers can roll up not only currency amounts, but also quantity amounts.
You can design two kinds of managers: Code and Records-based and Code-based.
- A Code and Records-based manager employs both codes to create a tracking sheet and records of individual items.
- A Code-based manager employs only a sheet to keep track of the values it is monitoring.
From a Code and Records-based manager, you can drill down from the sheet to individual items; from a Code-based manager, you cannot.
- Cost Manager: Displays a list of the cost-related attributes.
- Document Manager: Displays a list of the folder- and document-related attributes.
- Planning Manager: The Planning Manager is where users can plan for new projects and proposals and create forecasts for those projects that are already running in the system. They cannot administer planned projects the way they administer real projects in the system; however, they can manage the planning phases for these projects as business processes using the same functions used by other business processes.
- Space Manager: Displays a list of space-related items, their owners, status, level, type, and other related information.
A space is an entity—such as a cubicle, office, or conference room—that resides on a level in the Space Manager.
- Shell Manager: The Shell Manager is where uDesigner users create the shell types that will be used in the system. Administrators group shells into hierarchies, create shell “instances,” and specify what functions and features will be included in the shell, such as a cost manager (standard or generic), Document Manager, and so on.
- User Administration: Displays a list of the user attributes, including logs and pickers, their owners, status, level, type, and other related information.
See Also
Company Workspace Landing Page (Admin)
Configuration Package Management
Last Published Monday, October 13, 2025