Cash flow properties curves tab

 

Cash flow properties settings on the Curves tab

In the Curves tab of the cash flow details Properties window, you add the curves you would like to include in the cash flow worksheet.

You create curves (Baseline, Spends, Forecast, Custom, or Portfolio) based on the data sources that you defined in either:

Standards & Libraries > Cash Flow > Data Sources
Templates > Project / Shell > Cash Flow

Depending on the type, the curve setup options will differ. You can define one curve for every data source.

The Portfolio curve is linked to scenarios in the Portfolio Manager. As a project manager, you must create this curve. Once created, the curve will show your initial budget projections. See Add a Portfolio Curve .

When you open a curve, you can view the data in the transaction currency, if different from the project currency.

 

Add a baseline curve

Add a spends curve

Add a forecast curve

Add a portfolio curve

Add a custom curve

 

 

 


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