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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