The Schedule tab of the cash flow Properties window enables you to set up the refresh frequency of a selected cash flow curve.
To enable cash flow refresh:
- Open the cash flow Properties window.
- Click the Schedule tab.
- Select the Enable Refresh checkbox.
Notes:
- If you select this checkbox, then you can set up scheduled refresh of the cash flow curve.
- The cash flow sheet will refresh automatically to reflect the most recent cost data or any changes that may have been made to the distribution profile or other properties.
- If you do not select this checkbox, the curve can still be manually refreshed at runtime.
- For Frequency, choose when you want the refresh to run. The options are:
- Daily: At the end of every day.
- Weekly: The refresh runs at the end of the day that you select.
- Monthly: You can choose a specific date in the month (For example, the 31st), or you can choose a particular day (e.g., first Monday of the month). If you choose the 31st, the system runs the refresh on the last day of the month for those having less than 31 days.
- Quarterly: Refresh runs on the day into the quarter that you specify. For example, Day 1 of the quarter. (Refers to a standard calendar quarter.)
- For Range of recurrence, you can define when the refresh schedule begins and ends.
- In the Start On field, using the calendar, choose a date to start the refresh schedule.
- Select, or deselect No end date based on your preference. If you select No end date, the refresh runs at the scheduled intervals until the refresh is turned off, or the Project/Shell is inactive or set as view-only.
- Select or deselect End by based on your preference. If you select End by and determine a date, using the calendar, the automatic refresh stops on the day that you selected for this field.
- When finished setting up Refresh Cash Flow, click OK to save and close the Cash Flow WorkSheet window.