Creating and managing roll-up curves in a Program and in the Company Workspace is similar to creating detail curves in projects and shells. Program roll-up curves can be created from a template. Runtime permission must be granted to each curve for other users to have access to it.
Data rolls up to the program and company level based on the data sources used to add the individual Baseline, Forecast, Actual (or Spends), Portfolio Budget, Derived, and Custom curves that make up the Project/Shell detail curves.
Note: Projects/Shells included in a Program can use different currencies.
Only project and shell-level cash flow curves with Roll-up Status equal to Active will roll up to program and company level cash flow.
To create a Roll-up Curve in a Program
- Go to the Programs tab, switch to User mode, and click Programs. The Programs log opens.
- Open a program from the Programs log.
- Click Cost Manager > Cash Flow in the left Navigator. The Cash Flow log opens. (If you can’t see the Cash Flow module, be sure your company administrator has granted permissions to the module.)
- Click New; you have two options.
Roll Up Curves: You can use this option to create a new curve. Complete the General tab and select the data sources you want to include from this project. Then click OK.
From Template: Select a cash flow template from the list and click OK.
Note: To use a template for the roll up curve, there must already be a cash flow curve roll up template created in Standards & Libraries.
To create a Roll-up Curve in the Company Workspace
- Go to the Company Workspace tab and switch and to User mode.
- Click Cost Manager > Cash Flow in the left Navigator. The Cash Flow log opens. (If you can’t see the Cash Flow module, be sure your company administrator has granted permissions to the module.)
- Click New > Rollup Curves. Complete the Properties window.
To view details of a roll-up curve
- Go to the Company Workspace tab, and click Cost Manage r> Cash Flow in the left Navigator. The Cash Flow log opens.
- Select the curve to view and click Open. The Cash Flow Worksheet opens.
- Select a row (curve) from the list and click Open. The Details window opens. The Details window lists the project/shell curves that comprise the roll up curve.