Shell Landing Page (User) - Details

To access your shell landing page (User):

  1. Go to the shell tab and switch to User mode.
  2. In the left Navigator, select the project/shell name (Home icon).
  3. In the upper-right corner, click My Dashboard and select Details to open the Details form.

Depending on your permissions, you can modify any of the shell properties any time during the shell duration, except for the shell currency. (After a shell is set up, the shell currency is locked.) For example, if you want to assign newly defined global views to the project/shell so that they are available to all users, go to the System Information section on the General tab, click Select next to the Shell Templates field, select the applicable template, and click Select.

For more information about projects/shells, see Working with Shells and Projects.

The Details form enables you to access the following tabs:

Tab

Description

General

This tab has the following blocks:

  • General
  • Description
  • Location

This tab lets you view and set the following general information about the project/shell:

  • Number
  • Administrator
  • Location
  • Description
  • Status
  • Latitude
  • Longitude

The fields in the General tab can be customized. You can format the columns when your Display Type is set as Table or Grid. This enables you to re-size, for example the Dashboard View Mode for the Drill-downs, and Standard, or Custom, blocks that the selected Display Type is set as Table or Grid. This is similar to the same feature available for the Business Processes log. The system saves your customized display automatically until another user changes it.

You can also reorder the fields under the Detail Form Tab Name. Use the Edit Details Block option (New Standard Block window) to select fields columns (Selected Fields) by dragging and dropping the fields from the Available Fields. You can also use the deflector and collector options.

This action makes the order in which the fields are displayed in the Details block of Dashboard match the order defined in the Selected Fields column in the New Standard Block window.

Currency

In this tab, you can:

  • See the currency that the shell uses.
  • Add new currency.
  • Modify an existing currency.

Images

This tab contains the following toolbars:

Image (the plus "+" symbol) drop-down menu:

  • Browse: To upload images directly from the local computer. You can select and add multiple images. If you select multiple images, the images will be displayed in the shell dashboard, on the image block, as rolling images.
  • Document Manager: To see the image files and folders that are available in a shell Document Manager. You must have the "View" permission to see the images and folders. Use this option to upload images from the local Document Manager (DM) of the particular project. If an image is revised in DM, the revised image is displayed in the shell dashboard, on the image block. You will be able to view images, from DM, in the Dashboard in Admin as well as User modes.

    In the dashboards, if there are multiple images, the system displays all the images as rolling images.

    When a shell has multiple images, the system uses the first image from the list to print the shell image through custom prints and reports.

Help ( ): To display information about this tab.

The tab also contains a log that lists the names of the images that you have downloaded. You can use drag-and-drop to reorder the images on the log. Use the trash-can icon to delete an image.

Options

Enables you to see, add, and set options about the shell such as:

  • Phase
  • Time Zone for Background Jobs: This time zone will be used to calculate the time for running the recurring jobs, specific to this workspace. If left blank, the time zone that was set in the Background Jobs (at Company-level) will be used to run the jobs.
  • Financial Period
  • Email Address
  • Send Notification To
  • Document Manager Attribute Form
  • Document Manager Attribute Form Used
  • E-Signature Type

 

Links

Enables you to add new links and see the existing links in the shell under the following blocks on the window:

  • New Links
  • All Links

Calendar

Enables you to select one of the following calendar types:

  • Standard Calendar
  • Custom Calendar (you can copy an existing custom calendar)

Select Working and Non Working days by choosing a day and selecting "Working" or "Non Working" below. If you would like to select a specific day of the week to adjust the working status, click the day of the week and select "Working" or "Non Working" below.

Custom Print Template

Enables you to Add Selective Custom Print Templates for shell-specific business processes.

After you select the Add Selective Custom Print Templates checkbox, you can click Add Templates to choose which business process to apply templates to by moving them from the Available Items list to the Selected Items list.

View Forms

If the project administrator set up View Forms in the shell, this tab lists the View and the users and groups with associated permissions.

Gateway Integration

This tab enables you to link multiple P6 Projects with the following information:

  • Project ID
  • Project Name
  • Schedule Type

Primavera Cloud Integration

This tab lets you add a single project to a single Oracle Primavera Cloud project or a single project (in multiple shells) to multiple Oracle Primavera Cloud projects with the following information (for more information, refer to the Unifier General Administration Guide):

  • Project ID
  • Project Name (optional)
  • Primavera Cloud Workspace ID
  • Integration Type (completed by the system based on the option selected, Primavera Cloud Cash Flow or Primavera Cloud Schedule)

You can also remove a project if it has not been synchronized between Unifier and Oracle Primavera Cloud.

Opening records from drill-down Tables and Grid

When in a drill-down, the selected Display Type is Table, or Grid, and the Record Number is selected in the Source Group By, the Record No. turns to a hyperlink. You can click the Record No. to open the record in a pop-up window.

Note: The linked record will only be displayed if you have View or Modify access for the BP record.

The Record Number will not be a hyperlink for the following:


Last Published Friday, April 11, 2025