Create a Snapshot of Cash Flow Data

Capture cash flow data at specific points in time to review how projects and programs are progressing over time.

To create a snapshot:

  1. In the object selector, select a project or program.
  2. In the sidebar, hover over Cost and Funds, and select Cash Flow.
  3. On the Cash Flow page, select Save Snapshot.
  4. On the Save Snapshot dialog box, enter a name for the snapshot, and select Save.