To create a new view in the Cash Flow log:
- Go to your project or shell (User mode).
- From the left Navigator, click the Cost Manager node to expand.
- Click the Cash Flow sub-node to open the Cash Flow log window (the Cash Flow log).
- From the View drop-down menu, select Create New View. The New View window opens.
- In the View Name field box, enter a name for the new view.
- Set the other view parameters in the following tabs:
- Columns
- Filters
- Group By
- Sort By
- To save your changes, click Save. To discard your changes, or to close the window, click Cancel.
To manage a view in the Cash Flow log View:
- Go to your project or shell (User mode).
- From the left Navigator, click the Cost Manager node to expand.
- Click the Cash Flow sub-node to open the Cash Flow log window (the Cash Flow log).
- From the View drop-down menu, select Manage Views to open the Manage Views window.
Provided that you have pertinent permissions, in the Manage Views window you can:
- Move the order of the views in the View menu on the toolbar.
- Make a particular view visible to the user.
- Delete a particular view.
The current view is marked with a green check-mark in the Manage Views window. To save your changes, click Save. To discard your changes, or to close the window, click Cancel.