Update cash flow curve properties (Cash Flow Basic)

You are here: Primavera Unifier Administration Mode > Shell Administration > Updating Shells > Update cash flow curve properties (Cash Flow Basic)

Update cash flow curve properties (Cash Flow Basic)

You can update the properties in the Cash Flow (Basic) module in WBS code-based shells.

The Update Shell 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

•

The options that are available to be updated depend on the cash flow curve selected.

•

If the Cash Flow curve name exists in the shell, it will be updated with the properties selected. If it does not exist, a new curve will not be created.

•

In order to be updated, cash flow curve in the shell and the shell template must have the same Detail Level (By Project or By WBS).

•

To add or update a curve, the cash flow time scale units must be the same in the shell and shell template (monthly, quarterly or yearly).

To update cash flow curves and properties using Update Shell

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

Click Templates > Shell in the left Navigator.

Open the shell template to update.

In the shell template, navigate to Cost Manager > Cash Flow (Basic).

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

Select a curve from the Cash Flow (Basic) log.

Click Update Shells and choose one of the following:

•

Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed in Primavera uDesigner. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.

•

All Shells: You can use this option to update all shells of that shell type.

•

History:You can view the update history from past updates or cancel a request before the update begins.

An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.

The Update Cash Flow Properties window opens. Select the curve properties that you want to update, which correspond to fields on the Cash Flow Properties window. Click OK.

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

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

Oracle Corporation