You can pre-set curve options, except, for example, actual business process records, and cost sheet columns, which are set at run time. There are two types of cash flow templates: company-level templates, which are created in Administration Mode, and project or shell-level templates, which are created in a project or shell.
When creating new curves from templates, only curve properties are copied; data and permissions are not copied. In addition, curve properties such as cost sheet column selections will not be copied, even if they have been chosen in a project or shell template, because you can choose a template from any project or shell template.
To create a cash flow details curve by copying a template
- Open the Cash Flow log.
- Click the New button and choose From Template. The Cash Flow Templates window opens.
The Cash Flow Templates window displays information about the templates such as detail level, rollup status and more. These properties can be edited in the newly created curve. Also, note the Project/Shell Level column. A "Yes" in this column indicates that the template exists within a project or shell template.
- Choose a template and click Select. The Properties window opens.
- Give the detail curve a unique Name. Depending on the curve type and the options chosen in the Properties window, you may need to choose a specific business process record or cost sheet column when creating a new curve in a project or shell.
You can make other changes as necessary to the tabs in the Properties window. If the selected schedule sheet exists under the destination project / shell (matched by name), then the curve will be linked to the schedule sheet under the destination project. If the schedule sheet in the template does not exist in the destination project/shell location, then the schedule sheet name on the curve properties will remain empty.
- Click OK to save and close the Properties window. This also opens the Cash Flow Worksheet window.