Cloning Window Selections for All Shell Templates and Shells (Both CBS and Generic Codes)
The following is a list of the selections:
- User/Groups: This is not an optional selection; users and groups in a template or shell are always included by default.
- BP Setup: You have the option to copy all, or none, of the business processes and their setups that are in the template or shell.
Templates do not allow record creation of multiple-record business processes, but they do allow record creation of single-record business processes (go to the shell tab, and switch to User mode; in the left Navigator, select Information, and then select General). If you added a single-record business process into the template or shell and created a record, that record with all its data is cloned when you select this option.
- Configurable Modules (and then select Configurable Managers (CM1 through CM25) ): Configurable Managers are designed in uDesigner and have flexible coding structures to data collection and analysis. Each manager appears in the module selection pane by its unique name.
- Custom Calendars: Custom calendars provide a means to address variations in work schedules, holidays, and other non-working days. You can add custom calendars to a shell detail form on the Calendar tab.
- Dashboard Setup: Shells and templates may have multiple dashboards, each governed by unique permission settings.
- Document Folder Structure: Folder templates help standardize document organization in the Document Manager.
- Gates Setup: Gates provide a means of automating when a project moves to the next phase.
- Resource Manager: Manage personnel resources using the Resource Manager, if you have access to the feature, which was deprecated starting with version 23.10.
- Space Manager: Manage levels and facilities using the Space Manager.
- User Defined Reports: You can create multiple user-defined report templates and include them in the new shell during cloning.
Last Published Tuesday, March 31, 2026