Configuration

The Configuration can be selected and included in the component list required for creating configuration packages. The selected Configuration overwrites, or gets inserted, in the destination environment. Overwrite only occurs if the Replace in Destination checkbox is selected for the component. If the component does not exist in the destination environment, the configuration package will always insert the component into the destination environment.

The following sub-nodes are displayed under the Configuration node:

• Designs
• Log Views
• Mobile Log Views
• Pickers
• Customize Email Subject
• Customize Email Content
• Custom Templates (Custom Prints and Reports)
• User Mode Navigator
• Portal Landing Page

Designs

Displays the configuration for the design components available for selection. The grouping, by headers, is as follows:

• Business Processes
• Configurable Module: <CM name>
• Planning Manager
• Portfolio Manager
• Shell Manager
• Space Manager

The following columns are displayed:

• Name
• ID
• Level
• Replace in Destination

Log Views

Displays the log views available for selection. The grouping, by headers, is as follows:

• Business Processes

  See Creating BP Log Views, BP Mobile Log Views, and QBT Log Views in Admin Mode (BP Log Views and Configuration Package) for more information.

• Document Manager Log Views

  See Creating Document Manager Log Views in Admin Mode (Document Log Views and Configuration Package) for more information.

The following columns are displayed:

• Name
• ID
• Level
• Replace in Destination

Mobile Log Views

Displays the log views available for selection, for the Unifier mobile application. The following columns are displayed:

• Name
• ID
• Level
• Replace in Destination

Pickers

Displays a list of pickers that can be added under Configuration. After you add pickers in the component list, the pickers will be listed in the Selected Components window.

The Component Lists function node, in the New Component List window, you can select Pickers to see the BPs that have CBS Picker (on the form) listed.

If pickers are added in the Configuration Package for export, the pickers are shown under the Components pane in the Configuration Packages log after importing the package. After importing the configuration package, if the pickers configuration was added, there will be an entry for Pickers under Configuration in the "Impact Analysis Report," with the status and <Business Process name>. The Name column displays the value in this format: <Business Process name> - Pickers

The values for Status are:

• Added
• Updated
• No change

The following columns are displayed:

• Name
• ID
• Level
• Replace in Destination

Customize Email Subject

Displays the email subjects available for selection. The following columns are displayed:

• Name
• ID
• Level
• Replace in Destination

Customize Email Content

Displays the email contents available for selection. The grouping, by headers, is as follows:

• Business Processes
• Configurable Module: <CM name>
• Planning Manager
• Portfolio Manager
• Resource Manager
• Shell Manager
• Space Manager

The following columns are displayed:

• Name
• ID
• Level
• Replace in Destination

Custom Templates

Displays the Custom Templates available for selection. The grouping, by headers, is as follows:

• Custom Email
• Custom Print
• Custom Report

  Note:

  The system does not display the application type and external type of reports.

The following columns are displayed:

• Name
• Key
• Description
• Replace in Destination

User Mode Navigator

Displays the active and inactive User Mode Navigator available for selection. The following columns are displayed:

• Name
• Type
• Status
• Replace in Destination

Portal Landing Page

Displays the active or inactive portal landing page setup available for selection. The following columns are displayed:

• Name
• Status
• Replace in Destination

  Note:

  To include in the configuration package, you must include all image files and hyperlinks.

Additional Information

Portfolio Manager

As a part of Project Portfolio Manager (PPM) configuration, the Display monthly breakdown of Actuals option is included for the Configuration Package.

If the Display monthly breakdown of Actuals option is selected when the PPM configuration is being included in the Configuration Package, then upon import to the destination environment, the user will see the checkbox selected.

The Actuals source curve values displayed in the source environment (in the Derived curve properties) will be seen in the destination environment as well, when the Cash Flow is packaged as part of the Configuration Package.