Templates
The Templates grouping node contains the following functional nodes:
- Shells: Lets you create and maintain templates of the following shell types. Shell templates are used to create new or update existing shells.
- Buildings
- Linear Assets
- Projects
- Commitment Summaries: Displays a list of summaries for all the Commit Cost Business Processes.
- Configurable Modules: The Configurable Modules consists of the following sub-nodes:
- FCA Manager: The Facility Condition Assessment (FCA) manager is a Project/Shell level Code-based type manager with the following components:
- Detail Form
- Picker
- Generic Cost Manager
- Material Inventory Manager
- Parts Manager
- FCA Manager: The Facility Condition Assessment (FCA) manager is a Project/Shell level Code-based type manager with the following components:
- Cost Sheets: Lets you create and manage Cost Templates that can help you track and manage cost in projects/shells, and across the company.
- Folder Structures: Lets you create and manage templates for the folder and subfolder structure used in a shell document manager.
- Funding: The Funding node consists of the following functional nodes:
- Funding Sheets: Lets you create and manage one template for a company funding sheet and multiple templates for project/shell funding sheets.
- Commitment Funding Sheets
- Region/District
- Site/Campus
- General Spends SOV: Lets you define the required columns and formulas that are used to validate summary commitments.
- Reports: Lets you create and manage user-defined reports (UDRs) that can be added to a shell or shell template.
- Rules: Lets you create and manage the requirements that are used to validate the steps taken for business process records.
See Also
Company Workspace Landing Page (Admin)
Configuration Package Management
Last Published Monday, October 13, 2025