Cash flow properties Schedule tab

On the Schedule tab of the cash flow properties window, you have the option to enable automatic refresh of the cash flow curve, and set the refresh schedule.

To enable cash flow refresh

1 Open the cash flow Properties window.
2 Click the Schedule tab.
3 Select the Enable Refresh checkbox.

If you select this checkbox, then you can set up scheduled refresh of the cash flow curve. The cash flow sheet will refresh automatically to reflect the most recent cost data or any changes that may have been made to the distribution profile or other properties. If you do not select this checkbox, the curve can still be manually refreshed at runtime.

4 For Frequency, choose when the refresh will be run.
Daily. At the end of every day.
Weekly. The refresh will run at the end of the day you select.
Monthly. You can choose a specific date in the month (e.g., the 31st), or you can choose a particular day (e.g., first Monday of the month). If you choose the 31st, the system will run the refresh on the last day of the month for those having less than 31 days.
Quarterly. Refresh will run on the day into the quarter that you specify. For example, Day 1 of the quarter. (Refers to a standard calendar quarter.)
5 For Range of recurrence, you can define when the refresh schedule will begin and end.
Start On. Choose a date to start the refresh schedule.
To define when the scheduled refresh ends, select one of the options: No end date: The refresh will run at the scheduled intervals until it is turned off or the project/shell is inactive or view-only. End by: Choose an end date to stop the automatic refresh
6 When the Properties window is complete, click OK to save and close the window.

 

 

 

 


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