Accessing Shell Details from the Properties Node

If you have access to a shell, you can access the shell's Details form from the Properties node in the left Navigator in User mode.

Note:

Except for the shell currency selected during initial shell setup, you can modify the shell details any time.

For example, to assign new global views to a shell to all users:

1. In the left Navigator, select the Properties node.
2. On the Details page, select the General tab.
3. Expand the System Information section.
4. Click Select next to the Shell Templates field.
5. Select the applicable template, and then click Select.

For more information, see Working with Shells and Projects.

You can also bookmark the Properties node of a shell by selecting the Bookmark icon.

Prerequisite

You have the required permission to modify shell details.

Procedure

To access the Details form of a shell:

1. Go to the shell tab and switch to User mode.
2. In the left Navigator, select Properties.
3. Access the following tabs in the Details form.

Tab	Description
General	Use the General tab to view and update information about a project or shell in the following blocks: Key Information Description (Manual) Project Dates Schedule Dates Project Team Project Location Scope Project Measurement Units Financial Information Project Status Summary Location Hierarchy Architect of Record Project Evaluation Integration System Information Additional Information Additional Notes You can customize the fields in the General tab when the display type is set to Table or Grid. For example, you can resize columns in Dashboard View Mode for drill-downs lists and standard or custom blocks. This feature is similar to the customization available in the Business Processes log. The system automatically saves your display customizations until another user changes them. To change the order of fields on the Details form: Open the Edit Details Block option. In the New Standard Block window, move fields from Available Fields to Selected Fields by dragging the fields or by using the collector and deflector controls. Save the changes. The Details block in the dashboard displays the fields in the same order as the Selected Fields list in the New Standard Block window.
Currency	Use the Currency tab to perform the following actions: View the currencies configured for a shell Add a currency Modify an existing currency
Images	Use the Images tab to upload images to the shell dashboard from your local computer or the Document Manager (DM). To upload images: On the Images tab, from the Attach Image menu, select one of the following options: Browse: Upload one or more images from your local computer. If you upload multiple images, they appear as rotating images in the shell dashboard image block. The first image in the list is used when you print the shell image in custom prints and reports. Document Manager: Upload images from the project's local Document Manager (DM). You must have View permission to access images and folders in the DM. If an image is revised in the DM, the updated image appears in the shell dashboard image block. To reorder images, select Drag . To remove an image, select Delete . To save the changes to the shell dashboard, select Update. To view a record of changes made to the shell, select Audit Log. You can view the uploaded images in the shell dashboard in both Admin mode and User mode.
E Options	Use the E Options tab to view, add, and configure shell options, including the following: Phase Time Zone for Background Jobs: Specifies the time zone that the system uses to calculate when recurring jobs run for the workspace. If you leave this field blank, the system uses the time zone configured for Background Jobs at the Company level. Financial Period Email Address Send Notification To Document Manager Attribute Form Document Manager Attribute Form Used E-Signature Type
Links	Use the Links tab to view links that are associated with the shell. The links are organized in the following blocks: New Links All Links
Calendar	Use the Calendar tab to configure the working calendar for the shell. You can select one of the following calendar types: Standard Calendar Custom Calendar (You can copy an existing custom calendar.) To define working and nonworking days: Select a specific date, and then select Working or Non Working. To update the working status for a specific day of the week, select the day of the week, and then select Working or Non Working.
Custom Print Template	Use the Custom Print Template tab to add selective custom print templates for shell-specific business processes (BPs). To add selective custom print templates: Select the Add Selective Custom Print Templates checkbox. Select Add Templates. In the Add Templates window, move the required BPs from the Available Items list to the Selected Items list. Save the changes. The selected custom print templates are available for the specified shell BPs.
View Forms	Use the View Forms tab to view the forms configured for the shell. If the project administrator configures view forms for the shell, this tab lists the available view forms and the users and groups that have permissions to access them.
Gateway Integration	Use the Gateway Integration tab to link multiple Primavera P6 projects to the shell. The tab displays the following information for each linked project: Project ID Project Name Schedule Type
Integration	Use the Integration tab to integrate the shell with a Primavera P6 project or an Oracle Primavera Cloud project. You can integrate activity sheets from Primavera P6 or Oracle Primavera Cloud, or cash flows from Oracle Primavera Cloud. The tab displays the following information: Project ID Project Name (optional) Primavera Cloud Workspace ID Integration Type: The system populates this field based on the selected integration option, such as Primavera Cloud Cash Flow or Primavera Cloud Schedule. You can configure the following project mappings: Link a single shell project to a single Oracle Primavera Cloud project. Link a single project across multiple shells to multiple Oracle Primavera Cloud projects. You can remove a project only if it has not been synchronized between Unifier and Oracle Primavera Cloud. For more information, see the Unifier General Administration Guide.