The Incremental view enables you to see the details for:
- Actuals (Spends)
- Baseline
- Forecast
Double-click on each cost-related scenario to open it and see pertinent details.
Actuals (Spends)
If you select the Incremental view and click Actuals (Spends) (under the Name column), then the actual spent amounts, per time period, are displayed. These values are not editable and cannot be distributed. You can use the toolbar options to:
- Export
To export one or more curves to a CSV file, which is automatically named after the cash flow worksheet.
- Refresh
To update the data, or amounts, on the page.
- Find on Page
To find a particular amount.
Baseline
If you select the Incremental view and click Baseline (under the Name column), then the baseline amounts, per time period, are displayed. These values are not editable and cannot be distributed. You can use the toolbar options to:
- Bulk Edit
You can conduct bulk edit on one or more curves. When you click Bulk Edit, the Bulk Edit window opens, and you can select values for the following elements:
Note: The Bulk Edit option is unavailable if in project currency mode (in the details window). See below for details.
- Distribution Profile (Back Loaded - Front Loaded - Linear - S curve)
- From Date
- To Date
- Total (not applicable to Baseline)
Note: Elements in the window that have the "Update" option checked for them will be updated with the selected value. If you do not specify a value for an element and leave the element empty, Unifier will will clear any existing value.
Click Update when finished.
- Import
Your import options are Curve Setup and Curve Distribution. The Curve Distribution option is not available.
- Export
To export one or more curves to a CSV file, which is automatically named after the cash flow worksheet.
- Refresh
To update the data, or amounts, on the page.
- Find on Page
To find a particular amount.
In Commitment-based curves:
- Unifier shows cash flow in the transaction currency of record creation.
Unifier stores the data in project currency. If the project currency is different from the transaction currency, both the main and detail windows contain a currency drop-down list, which you can use to show costs in the project currency; however, you can only edit data in the transaction currency mode. Currency conversion is based on the active company-level Exchange Rates table. The Bulk Edit option is unavailable if the Detail Curve detail window is in project currency mode.
- The Detail Curve detail window shows columns from the Business Process. For example, Number, Name, Line No, CBS Code, Description (Short Description) columns.
Forecast
If you select the Incremental view and click Forecast (under the Name column), then the baseline amounts, per time period, are displayed. These values are not editable and cannot be distributed. You can use the toolbar options to:
- Bulk Edit
You can conduct bulk edit on one or more curves. When you click Bulk Edit, the Bulk Edit window opens, and you can select values for the following elements:
- Distribution Profile (not applicable to Forecast)
- From Date
- To Date
- Total
Note: Elements in the window that have the "Update" option checked for them will be updated with the selected value. If you do not specify a value for an element and leave the element empty, Unifier will will clear any existing value.
Click Update when finished.
- Import
Your import options are Curve Setup and Curve Distribution. The Curve Distribution option is not available.
- Export
To export one or more curves to a CSV file, which is automatically named after the cash flow worksheet.
- Refresh
To update the data, or amounts, on the page.
- Find on Page
To find a particular amount.