You can create cash flow curves either manually or automatically. You can also use existing cash flow curve templates to facilitate the creation of cash flow curves.

Cash flow curves require a data source, which your administrator can create in Standards & Libraries. For details refer to the Unifier Administration Guide.

There are multiple ways to create a cash flow curve (new, from a template, or copy). The following describes the basics of how to create a cash flow curve in Unifier.

Note: You must have permission to access and configure cash flows.

To create a cash flow detail curve:

Open Unifier and go to your project or shell tab.
Ensure that you are in User Mode.
From the left Navigator click Cost Manager > Cash Flow.
From the Cash Flow log select your project or shell.
From the Cash Flow log toolbar click New to open the Properties window (the General tab is open by default).
- Note: At this point, you can also select a cash flow template, if one is made available by your administrator. To select a template, click the down-arrow next to New and select a template.
In the Name field, enter a name for the new cash flow curve.
In the Description field, enter a brief description about the new cash flow curve.
Ensure that the following options are selected:
Rollup Status: Active

Values represented by this new cash flow curve will roll up to program and company level Cash Flow WorkSheets.

Detail Level: Project/Shell

This new cash flow detail curve will track cash flow for the entire Project/Shell.
Click the Curves tab.
Click Add to a list of available data source options. Each curve that you add is based on a data source that your administrator has defined as is available in this list.
- Note: Each data source can only be used once in a Cash Flow WorkSheet.
Click to select the desired data source (Example: Baseline) for the new cash flow detail curve.
Based on your selected data source, a Curve Setup window (Cash flow by ...) for your selected data source opens (Example: Cash flow by Project/Shell – Baseline).
Review the information in the Curve Setup window. The contents o the Name and the Type fields are auto-populated and cannot be changed. The default option settings for all subsections of this window specify manual entry for all cash flow values (Manual).
Click OK to go back to the Properties window. Notice that the curve is now listed in the Curves tab window.