Note: The Manage Summary Curves menu item is not available to users who do not have Edit permission for cash flows.
To create summary curve using the manage summary curves:
- Open the project for which you want to create a Summary Curve.
- Click Cost Manager > Cash Flow to open the Cash Flow log window.
- Click the Summary drop-down list (the down arrow) and select Manage Summary Curve to open the Manage Summary Curves window.
- Form the Detail Curves pane, select as many detail curves as you need and click New to open the Manage Summary Curves pane.
- Enter a name for your new Summary Curve in the field and click Add. The Detail Curves window opens.
- From the Detail Curves window, click to select the cash flow curves that you want to include in the Summary Curve, and click Select.
- In Manage Summary Curves window, click Save and close the window.
To manage summary curve content:
- Open the project or shell where you want to manage summary curve content.
- Click Cost Manager > Cash Flow. The Cash Flow log opens.
- On the Cash Flow log toolbar, click the Summary button drop-down arrow, and select Manage Summary Curves.
- In the Name column, select a summary curve. In the Detail Curves log you can see all source detail curves included in the summary. Add or remove data sources for a summary curve as needed.
- Click Save to retain changes to summary curves, and click Close Window when finished.
To rename a summary curve:
- Open the project or shell where you want to rename a summary curve.
- Click Cost Manager>Cash Flow. The Cash Flow log opens.
- On the Cash Flow log toolbar, click the Summary button drop-down arrow, and select Manage Summary Curves.
- Double-click the name of the curve to activate editing, and enter the new name.
- Click the Save button to save changes, and click the Close Window button when ready.
To copy a summary curve:
- Open the project or shell where you want to rename a summary curve.
- Click Cost Manager > Cash Flow.. The Cash Flow log opens.
- On the Cash Flow log toolbar, click the Summary button drop-down arrow, and select Manage Summary Curves.
- Select a summary curve from the list and click the Copy button.
- Enter a name for the copied curve.
- Click the Save button to save changes, and click the Close Window button when ready.
To delete a summary curve:
- Open the project or shell where you want to delete a summary curve.
- Click Cost Manager > Cash Flow.. The Cash Flow log opens.
- On the Cash Flow log toolbar, click the Summary button drop-down arrow, and select Manage Summary Curves.
- Select a summary curve from the list and click the Delete button.
- Click the Save button to save changes, and click the Close Window button when read.