Apply a Curve Profile to a Project Cash Flow

Apply a custom or pre-built curve profile to determine how funds are allocated across years, quarters, and months.

To apply a curve profile:

In the object selector, select a project.
In the sidebar, hover over  Cost and Funds, and select Cash Flow.
By a row, select the  Context menu, and then select Apply Curve Profile.
If you've already applied a curve profile, this will say "Re-Apply Curve Profile."
In the Select Curve Profiles section of the Apply Curve Profile dialog box, select a profile.
The graph next to the list shows a preview of the highlighted profile. In this graph, the x-axis represents the percentage of the budget's duration, and the y-axis represents the percentage of the budget to be allocated.
In the Configure Curve Details section, edit these settings:
- Remaining curve to be applied: Use this field to specify the percentage of the remaining curve to which you want to set the selected curve profile. This field is only available when reapplying the curve profile.
- Amount to be spread: If you do not want the curve profile to apply to the total amount, you can enter a lower value here. You can also enter a value that is greater than the total amount, but then you will have to update the corresponding amount accordingly.
- Curve Start Date and Curve Finish Date: If you do not want the curve profile to be applied to the entire duration, you can use predefined or custom start or finish dates.
Select Apply.
After you have applied a curve profile, the Applied Curve field in the corresponding row shows which curve profile is applied to the row.