The Cash Flow log has the following toolbar options:
Create
This drop-down field has the following options:
- Manual
Enabling you to create a new cash flow worksheet manually.
- From Template
Enabling you to open the Cashflow Templates window, select a cash flow template, and create a new cash flow worksheet from the selected template.
- Summary Curve
Enabling you to create a summary curve.
Actions
This drop-down field has the following options:
- Refresh Now
Click one or several curves on the log and click Refresh Now to update the curve details. The refresh process may take some time. Refresh data has three states: Refresh Now, In Progress, and Refresh Complete including date and time. A check-mark will be visible for curves that have been refreshed.
- Rollup Status
Click one or more curves on the log and click Rollup Status to mark them as Active or Inactive, for roll up purposes.
- Permissions
Click one or several curves on the log and click Permissions to open the Permissions window and add or modify permissions.
- Delete
Click one or several curves on the log and click Delete to create a summary curve.
- Manage Distribution Profiles
This action is not related to cash flow list.
The Manage Distribution Profiles option enable you to examine various distributions of cost, or any value, over a period of time, in a project or shell. The Manage Distribution Profiles option enables you to open the Edit Distribution Profiles window and create new, copy, or delete distribution profiles, for your project or shell.
View
This drop-down field has the following options:
- All Curves
This option enables you to display all of the available curves on the log.
- Group by Type
This option enables you to display all of the available curves under the following groups:
- Detail Curves
- Summary Curves
- <custom view>
Any custom view.
- Create New View
This option enables you to open the New View window and create a new view for the Cash Flow log window.
- Manage Views
To open the Manage Views window and move the order of the current views, make a particular view visible or invisible, or delete a view.
Edit View
This option enables you to open the Edit View window and set up the log view by determining available columns, applying filters, grouping and sorting on the following tabs:
- Columns
- Filters
- Group By
- Sort By
When finished, click Apply and then click Save As to save your view.
Refresh
This option enables you to update the data in all of the curves that appear on the Cash Flow log. The refresh has three states: Refresh Now, In Progress, and Refresh Complete which includes the date and time. See Refreshing Data in Cash Flow Log for more details.
This option enables you to print the list of curves displayed (Print), export the list of curves displayed to an external files (Export to CSV or Export to Excel).
Find on Page
This option enables you to open a row on top of the rows within the log and enter values in each column to start a search for a specific curve in the log.