You can enable or disable auto-refresh, and set the frequency. This setup is done in the Cash Flow Properties Settings: Schedule tab (Classic View) on the Properties window of the detail curve during setup, or set at runtime. You can also manually refresh a curve at any time.
You can see the refresh history of a curve at any time by clicking Refresh>History. This shows not only each manual or automatic refresh performed on the curve, but will also display any errors that were found during a refresh.
What refresh does
- Checks to see if there are any new spends records that are not part of the curve. Depending on Period Close settings, the spends record is added to the correct period, and therefore, changes in values will appear for Spends curves and for Forecast curves that consider spends records.
- Checks to see if a distribution profile definition has changed, either in Administration Mode, or in the project/shell. Any changes will be applied to the curve.
- If dates are based on master schedule sheet, checks to see if values have changed in the schedule sheet.
- For a curve in the auto mode, refresh distributes unassigned values automatically.
- Refresh checks for changes to CBS structure.
- Checks for errors, such as not selecting a valid business process record or cost column, or missing data such as a blank schedule sheet date column. The error alert will display in red font on the worksheet (below the curve section). Click the error to view the reason.
Unassigned field
If there is a value in the Unassigned field, hover over or click the field. The reasons for the value is displayed. For example,
- Excess or deficit because of Spends (invoice) records
- Incoming Change Orders
- For Forecast curves with option to start at the end of Actuals (Spends amount), the amount is put in the Unassigned field if the To Date of the forecast curve is less than effective date of a Spends value.
To refresh a cash flow curve manually
Do one of the following:
- You can refresh one or more curves from the cash flow log. Open the project or shell and click Cost Manager > Cash Flow in the left Navigator. The Cash Flow log opens. Select one or more curves from the log and click the Refresh button.
- You can also refresh a curve directly from the Cash Flow Worksheet window. Click the Refresh button.
To set the cash flow curve auto-refresh schedule
- You can access the auto-refresh schedule options in two ways:
- To edit a single curve, you can select the curve from the cash flow log and click the Properties button. Click the Schedule tab.
- To edit the schedule information for multiple curves from the Cash Flow log, select one or more curves in the log. Click the Refresh button and choose Set Frequency. The Set Frequency window opens.
In either window, you can enable (or disable) automatic refresh of the selected cash flow curve (or curves), and set the refresh schedule. If you are setting the frequency in multiple curves using Refresh> Set Frequency, these settings will be pushed to the Schedule tab of each curve’s Properties window when the window is saved.
- Complete the fields.
In this Field: | DO This: |
---|---|
Enable Refresh | If you select this checkbox, you can then define the refresh schedule. The cash flow sheet will refresh automatically to reflect the most recent cost or schedule 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. |
Frequency | Choose when the refresh will be run. Daily. At the end of every day. Weekly. Select the day of the week to run the refresh. Monthly. Refresh will run on the last day of the month. Quarterly. Refresh will run on the last day of the calendar quarter. |
Range of recurrence | You can define when the refresh schedule will begin and end. Start On. Enter a date to begin the refresh schedule. To define when the scheduled refresh ends, select either No end date (the refresh will run at the scheduled intervals until it is turned off or as long as the project/shell is active, or select End by and choose an end date to stop the automatic refresh. |
To view a curve’s refresh history
- Open the project or shell and click Cost Manager > Cash Flow in the left Navigator. The Cash Flow log opens.
- Select a cash flow curve from the log, click the Refresh button and choose History. The Refresh History window opens, displaying the refresh events for the selected curve. This window also displays the status of a curve that is currently being refreshed.
To cancel a curve refresh
- Open the project or shell and click Cost Manager > Cash Flow in the left Navigator. The Cash Flow log opens.
- Select the curve being refreshed and click Refresh > History. The Refresh History window opens.
- If the refresh Status does not yet display Finished, click Cancel Request. If the cancellation is successful, the entry will display the Status as Canceled.