Refresh program and company-level curves in Cash Flow (Basic)

Changes made to project 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 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-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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