Adding a Portfolio Curve

 

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

1 Open the project or shell and click Cost Manager > Cash Flow in the left Navigator.
2 Select New > Detail Curves from the drop-down. The Properties window opens.
3 Name the cash flow detail curve and give it a description.
4 Select the Project / Shell radio button.
5 Enter settings for Time Scale and Period Close Settings.
6 Click the Curves tab.
7 Click Add and choose a data source based on a portfolio budget type. The Cash Flow by Project/Shell - Portfolio Curve window opens.
8 From the Distribute amount from field, select the specific portfolio curve (original or shared) from the drop-down list.
9 Click OK.
10 Repeat steps 7 to 8 for additional curves, if necessary.
11 When finished, click OK.

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

1 Open the project or shell and click Cost Manager > Cash Flow in the left Navigator.
2 Select New > Detail Curves from the drop-down. The Properties window opens.
3 Name the cash flow detail curve and give it a description.
4 Select the WBS or Summary WBS radio button.
5 Enter settings for Time Scale and Period Close Settings.
6 Click the Curves tab.
7 Click Add and choose a data source of type Portfolio. The Cash Flow by WBS (or Summary WBS) - Portfolio Curve window opens.
8 From the Distribute amount from field, select the specific portfolio curve from the drop-down list.
9 Click OK. The portfolio curve opens in the Properties window.
10 Repeat steps 7 to 9, for additional curves, if necessary. When finished, click OK.

To add a portfolio curve for cash flow by commitment

1 Open the project or shell and click Cost Manager > Cash Flow in the left Navigator.
2 Select New > Detail Curves from the drop-down. The Properties window opens.
3 Name the cash flow detail curve and give it a description.
4 Select the Commitment radio button.
5 Select the business process from the drop-down list.
6 Select the reference elements from the drop-down list. The Reference Elements Selector window opens.
7 Choose the Name from the drop-down and click OK.
8 Select the base commit record from the drop-down list. The base commit record window opens.
9 Make your selection from the list and click OK.
10 Enter settings for Time Scale and Period Close Settings.
11 Click the Curves tab.
12 Click Add and choose a data source of type Portfolio. The Cash Flow by Commitment - Portfolio Curve window opens.
13 From the Distribute amount from field, select the specific portfolio from the drop-down list. Click OK. The portfolio curve opens in the Properties window.
14 When finished, click OK.

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

1 Go to the Company Workspace tab and click Cost Manager > Cash Flow in the left Navigator.
2 Select New > Roll-up Curves from the drop-down. The Properties window opens.
3 Name the cash flow roll-up curve and give it a description.
4 In the Data Sources field, check as many items as you want.
5 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.

1 Open the project or shell and click Cost Manager > Cash Flow in the left Navigator.
2 Select a log and click the Properties button.
3 In the General tab, check the data source that has the portfolio curve type.
4 Click OK. The Properties window opens and the selected worksheet opens with a incremental and cumulative graph of the curve(s). The related data displays in the detail window in month and year format.

 

 

 

 

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