You can cost-load a schedule sheet by assigning roles and resources to project-related activities. When you associate a CBS code with an activity in the schedule sheet, Unifier can distribute its cost over a period of time based on activity dates and the calendar. You will be able to view this distributed cost along with other cash flow curves related to the project.
In the baseline curve you can view the cost distribution information by CBS code in a schedule sheet. When defining the cash flow curves, you select the schedule sheet so you can view the curve in the cash flow worksheet.
To set the cash flow curve for a schedule sheet
- Open the project or shell and click Cost Manager > Cash Flow in the left Navigator. The Cash Flow log opens.
- Click New > Detail Curves. The Properties window opens.
- Enter your settings into the General tab. Detail Level selections can be Project/Shell, or CBS.
- Click the Curves tab and Click Add to add a curve type. Example: Baseline
- Determine the Distribution and Cost options.
- Under Schedule option, click to select Use dates from Schedule Sheet, click Select, and select the appropriate schedule sheet.
Notes:
- Selecting "Use dates from Schedule Sheet" option allows you to access the individual Schedule Sheet.
- The CBS (or Summary CBS) code shows the dates of the actual CBS (or Summary CBS) related activities.
- Select values for the From Date and To Date fields.
- Click OK. The cash flow worksheet displays the cash flow worksheet with the CBS codes from the Schedule sheet in the details level.
In the detail window, the following information for the cash flow baseline type of curve will be pulled from the schedule sheet:
Field | Definition |
|---|---|
Number | CBS Codes taken from the Schedule Sheet |
Name | Name of the CBS code |
From Date | Taken from the "from" date of the activity that the CBS code is assigned to. |
To Date | Taken from the "to" date of the activity that the CBS code is assigned to. |
Profile | This field is blank as the distribution is coming from the schedule sheet. |
Notes:
- You can open the details sheet and view the distribution of the costs by individual CBS code. Data in the details sheet is read-only.
- It is possible for a user to create another baseline curve by selecting Cost Sheet as the source for cost or create a Forecast, Spends, and Custom curve. In all these cases, the list of CBS codes will be from the cost sheet and will not be filtered by the schedule sheet.
- Cash Flow will pull distribution data (Linear, S-Curve, On Start and Finish) from a schedule sheet.