You are here: Primavera Unifier Administration Mode > Project Administration > Creating and Managing Projects > Update cash flow curve properties and permissions

Update cash flow curve properties and permissions

You can push cash flow detail curve properties and permissions from a project template to a project.

The Update Project process runs in the background. Depending on the number of records and projects you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

Some notes about updating cash flow curve properties

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Both detail curve properties and permissions are pushed from the template to the project.

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Cash flow detail curves are identified by name.

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If a detail curve with the same name exists in the project, it will be replaced. All properties, including detail level and time scale, and permission settings will be updated.

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If a detail curve with the same name does not exist in the project, a new one will be created.

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Users and groups will be added if they do not exist. If a group is created, it will be empty.

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In order to push a curve, the destination project must have a cost sheet.

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Commitment detail level curves will not be pushed.

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A Summary WBS curve cannot be pushed to a project where the cost sheet is flat.

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After a successful update, the updated destination curves will be refreshed.

To update cash flow properties and permissions using Update Project

Go to the Company Workspace tab and switch to Admin mode.

Click Templates > Projects (Standard) > All in the left Navigator. Open the project template to update.

In the Project Template, navigate to Cost Manager > Cash Flow.

Add a cash flow curve to the project template, or select one to edit. Define properties and permissions.

Select a curve from the Cash Flow log.

Click Update Projects and choose one of the following:

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Projects: allows you to choose which project(s) to update. You can use Find to search for specific projects to select from the complete list of projects. You can select as many projects as you want to update. The Page and Display fields display on the Project Update window, but are disabled in this case.

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All Projects: updates all projects

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History: allows you to view the update history from past updates or cancel a request before the update begins.

An Alert window opens, detailing the information that will be updated. Read the message carefully, as once a project is updated, this action cannot be undone.

Click Yes if you want to proceed with the update, or No to cancel.

Oracle Corporation