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
  • 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.