Add a custom curve

You are here: Primavera Unifier User Mode > Cost Manager > Cash Flow > Add a custom curve

Add a custom curve

You can create a custom curve when you want to create and compare curves in a cash flow worksheet, but do not want to associate them with data sources of the other curve types (baseline, forecast or spends). Custom curve setup is essentially the same as setting up baseline curves.

To add a custom curve for cash flow by project/shell

Open the Properties window of the cash flow detail curve. Be sure the Detail Level is Project/Shell.

Click the Curves tab.

Click Add and choose a data source that of type Custom. The Cash Flow by Project/Shell - Custom window opens.

In this Field:

Do This:

Name

This field is filled in automatically with the name of the data source.

Type

This field displays the curve type: Custom.

Distribution

Distribution drives how the amount value will be distributed over the time periods. Choose one:

•

Manual. You enter values into fields in the Details window, for example, From/To dates and values for the duration of the curve.

•

Auto by default profile. Allows you to choose one of the available Distribution Profiles defined in Standards & Libraries > Cash Flow > Distribution Profiles, or that were defined directly in the project or shell cash flow log (Edit > Distribution Profiles). This selection will be used as the default profile; however, at runtime, you can change which profile to use.

Click the Select button. The Distribution Profiles window opens. Select a profile to use as the default profile for the curve.

Note: The default profile is used for the initial display and calculations in the cash flow worksheet. You can change the distribution profile from the worksheet. If you do this, the default profile will automatically update to reflect the current selection.

Cost

Choose one:

•

Manually enter amounts for each period (available if you chose Manual above). You can enter cost information in the Total field on the worksheet.

•

Auto distribute total amount across all periods (available if you chose Auto by default profile above). This will automatically distribute the amount in the Total field using the selected default profile.

•

Distribute amount from cost sheet column. This will take the amount in the selected Cost Sheet column, and either allow you to distribute it manually (if you chose Manual distribution), or use the default distribution profile (if you chose Auto by default profile). An example column would be a budget,

Cost column can be chosen when creating a curve in a project or shell, but not in templates.

Schedule (From Date/To Date)

Determines what dates to start the curve and end the curve. Choose one for each:

•

Manual. User enters the date directly in the cash flow worksheet.

•

Data element from schedule sheet. Choose a schedule sheet data element from the list. The date will be populated automatically from the Master schedule sheet when the cash flow curve is refreshed.

If the these dates are changed on the Master schedule sheet, then the changes will be reflected on cash flow after the next refresh of the curves.

To add a custom curve for cash flow by WBS

Open the Properties window of the cash flow detail curve. Be sure the Detail Level is WBS (for cash flow by individual WBS codes) or Summary WBS (for summary WBS codes).

Click the Curves tab.

Click Add and choose a data source that of type Custom. The Cash Flow by Project/Shell - Custom window opens.

See the project/shell baseline curve section in Add a baseline curve for details on completing the window.

To add a custom curve for cash flow by commitment

Custom curves are not available for cash flow by commitment.

Oracle Corporation