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

Add a Portfolio Curve

You can add a portfolio curve for each cash flow detail level. Directions follow.

To add a portfolio curve for cash flow by project or shell

Open the project or shell and click Cost Manager > Cash Flow in the left Navigator.

Select New > Detail Curves from the drop-down. The Properties window opens.

Name the cash flow detail curve and give it a description.

Select the Project / Shell radio button.

Enter settings for Time Scale and Period Close Settings.

Click the Curves tab.

Click Add and choose a data source based on a portfolio budget type. The Cash Flow by Project/Shell - Portfolio Curve window opens.

From the Distribute amount from field, select the specific portfolio curve (original, shared, or approved) from the drop-down list.

Click OK.

Repeat steps 7 to 8 for additional curves, if necessary.

When finished, click OK.

To add a portfolio curve for cash flow by WBS or Summary WBS

Open the project or shell and click Cost Manager > Cash Flow in the left Navigator.

Select New > Detail Curves from the drop-down. The Properties window opens.

Name the cash flow detail curve and give it a description.

Select the WBS or Summary WBS radio button.

Enter settings for Time Scale and Period Close Settings.

Click the Curves tab.

Click Add and choose a data source of type Portfolio. The Cash Flow by WBS (or Summary WBS) - Portfolio Curve window opens.

From the Distribute amount from field, select the specific portfolio curve from the drop-down list.

Click OK. The portfolio curve opens in the Properties window.

Repeat steps 7 to 9, for additional curves, if necessary.

When finished, click OK.

To add a portfolio curve for cash flow by commitment

Open the project or shell and click Cost Manager > Cash Flow in the left Navigator.

Select New > Detail Curves from the drop-down menu. The Properties window opens.

Name the cash flow detail curve and give it a description.

Select Commitment as the Detail Level.

Select the business process from the drop-down menu.

Select Reference Elements from the drop-down list. The Reference Elements Selector window opens.

Choose a reference element from the list and click OK.

Select the base commit record from the drop-down list. The base commit record window opens.

Make your selection from the list and click OK.

Enter settings for Time Scale and Period Close Settings.

Click the Curves tab.

Click Add and choose a predefined portfolio curve. The Cash Flow by Commitment - Portfolio Curve window opens.

In the Distribute amount from field drop-down list, select Original, Shared, or Approved, then click OK. The portfolio curve opens in the Properties window. For an explanation of these options see Portfolio Manager curves.

When finished, click OK.

To add a portfolio curve roll-up for cash flow (by Program)

Go to the Company Workspace tab and click Cost Manager > Cash Flow in the left Navigator.

Select New > Roll-up Curves from the drop-down. The Properties window opens.

Name the cash flow roll-up curve and give it a description.

In the Data Sources field, check as many items as you want.

Enter any settings for Time Scale and click OK.

To view portfolio curves for cash flow

You can view the curves and data for both original and shared portfolio curves.

Open the project or shell and click Cost Manager > Cash Flowin the left Navigator.

Select a log and click the Properties button.

In the General tab, check the data source that has the portfolio curve type.

Click OK. The Properties window opens and the selected worksheet opens with a incremental and cumulative graph of the curve(s). The related data appears in the detail window in month and year format.

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