On the Filter tab of the Properties window, you have the option to select one or more WBS codes (or, if the project/shell cost sheet uses a tree structure, Summary WBS codes) to include in the cash flow data. This allows you to limit the cash flow data to a subset of the WBS Codes or Summary WBS Codes that are on the cost sheet.
If you do not select any codes on this tab, then the cash flow curves will default to all WBS codes present on the project/shell cost sheet.
Note: Filtering is not available on company-level curves, or for curves of detail level Commitment. The cost sheet must be defined in the project or shell or project/shell template in order to choose codes.
To filter curve data by WBS or Summary WBS codes
| 1 | Open the cash flow Properties window. |
| 2 | Click the Filters tab. |
| 3 | Choose one of the Filter options: |
| • | All WBS codes from cost sheet. This is the default. Cash flow data will reflect all WBS codes. (The Add and Remove buttons at the bottom of the window are disabled.) |
| • | Select Summary WBS codes. This allows you to select specific summary WBS codes to include in the cash flow data. This option is available if the cost sheet has a tree structure, and the curve Detail Level is Project/Shell or Summary WBS (on the General tab). |
| • | Select WBS codes. This allows you to select which WBS codes to include in the cash flow data. |
| 4 | If you are selecting WBS or Summary WBS codes, then click the Add button. A WBS code picker or Summary WBS code picker opens, depending on which option you chose. |
| 5 | Select one or more codes to include, then click the Select button. |
| 6 | You can remove codes from the list on the Filter tab by selecting the codes and clicking Remove. |
| 7 | When the Properties window is complete, click OK to save and close the window. |
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