Refresh company level curves in Cash Flow (Basic)

Changes made to project or shell cash flow curves are not reflected automatically on existing program and company cash flow curves. You must refresh program- and company-level curves to include the latest project or shell data and recalculate the curves.

Program- and company-level curves will display the message Requires Refresh in the upper right corner of the Program Cash Flow window to indicate that a project- or shell-level curve has been modified.

You can refresh manually at any time. You can also schedule automatic refreshes.

To refresh program or company cash flow data manually

1 Open the program or go to the Company Workspace tab and click Cost Manager > Cash Flow (Basic) in the left Navigator.
2 Click the Refresh button and choose Now.

To schedule data refresh for a single cash flow sheet

1 Open the program or go to the Company Workspace tab and click Cost Manager > Cash Flow (Basic) in the left Navigator.
2 Select a cash flow sheet from the log and click the Properties button.
3 Click the Schedule tab.
4 Select the Enable scheduled refresh checkbox.
5 Select the Frequency and Range of Recurrence for the scheduled refresh.
6 Click OK.

To schedule data refresh for all cash flow sheets

1 Open the program or go to the Company Workspace tab and click Cost Manager > Cash Flow (Basic) in the left Navigator.
2 Click the Refresh button and choose Set Frequency. The Properties window, Schedule tab opens.
3 Complete the Schedule tab as described above and click OK. This sets the refresh schedule for all listed cash flow sheets.

 

 

 

 


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