You can copy the Cash Flow curve properties that exist in a Shell template to the Cash Flow curves that exist in instances if:
- The Shell template push is done
- The Shell template is used to create new instances
The system uses the P6 data source that was used in the Cash Flow template as the reference for attaining the Summary Sheet data information.
User mode > Schedule Manager > P6 Summary Sheets
For example, if the Type in your P6 Summary Sheets is Current Schedule, then in the Cash flow by CBS - Baseline window the Current Schedule was selected for the Use data from P6 Source field. That is to say, if you select data from P6 Source, along with the source and data type, then the Cash Flow template has the P6 data source as Current Schedule for your Shell template and a new Shell is created in Unifier. The system pushes the Shell template to the new Shell and the Cash Flow curves are generated.
When the P6 and Unifier are synced, the Shell has been integrated with P6 (i.e., the Type or P6 data source of the Summary Sheet is Current Schedule) and the Cash Flow data is calculated correctly. If the distribution option selected in the Cash Flow template is a valid option for Cost loaded Cash Flow curve, then the data in Cash Flow curve is calculated correctly.
If the properties in the Cash Flow curves are incorrect, then the curves display in red, in the Properties window. You must change the Distribution, or Schedule, option if the Cash Flow curve is opened based on the Schedule type.
If the Schedule type of the Shell is Cost- or Resource-based, then in:
- The Distribution section the "Use data from P6 Source” option is enabled.
- The Schedule section the "Use dates from P6 Source” option is disabled.
If the Schedule type of the Shell is Duration-based, then in:
- The Distribution section the "Use data from P6 Source” option is disabled.
- The Schedule section the "Use dates from P6 Source” option is enabled.
See the following sections (Cash Flow Properties Settings: Curves tab (Classic View)) for additional information about P6 Data source:
- Baseline Curve
- Forecast Curve
- Actuals (Spends) Curve