To add a Custom curve for cash flow by Project/Shell:
- Select the cash flow from the Cash Flow log window.
- Click the gear menu and click the Properties option to open the Cash Flow Properties window (or the Cash Flow Properties worksheet).
- In the General pane select Project/Shell.
- In the Curves pane select Custom.
- The Custom window opens.
- Proceed to set up the following parameters:
Cost
| Note: You can choose the cost column when creating a curve in a project or shell but not in templates.
Select one of the following options:
- Manual
Enables you to manually enter amounts for each period. This option will be available if you have chosen Manual in the Distribution drop-down list.
You can enter cost information in the Total field on the worksheet.
- Distribute amount from Cost Sheet Column
Enables you to use the default distribution profile. This option will be available if you have chosen Auto by default profile in the Distribution drop-down list
Examples of column:
Approved Budget Revisions, Approved Commitment Changes, Approved Contracts, and so forth.
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Schedule
| Enables you to define the range of dates (what dates to start the curve and end the curve) to use to plot the cash flow data.
Note: If you choose to take dates from the schedule sheet elements, then Unifier uses the Master schedule sheet for the project or shell.
Select one of the following options for each date:
- Manual
Enables you to manually enter the date in the cash flow worksheet.
- Use dates from Schedule Sheet
Enables you to select a schedule sheet (from the Select schedule sheet drop-down). You can populate the From and To dates according to the schedules available (Example: Actual Start Date and Actual Finish Date) pertinent to the schedule sheet that you have selected for the Select schedule sheet drop-down.
If these dates are changed on the selected schedule sheet, then the changes will be reflected on cash flow after the next refresh of the curves.
- Use dates from Activity Sheet
Enables you to select an activity sheet (from the Select Activity Sheet window).
Once you select using dates from an activity sheet, then you need to determine the values for the Project Type, From Date, and To Date fields.
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Distribution
| Distribution profiles are used to distribute data automatically in the cash flow worksheet. This option enables you to select a distribution profile to use as the default distribution profile for the curve.
Select one of the following options for how to distribute the data automatically between cash flow time periods:
- Manual
Enables you to enter values into each field manually.
- Company Level
Enables you to select a pre-determined method for distribution. Your options are:
- Linear
- S curve
- Front Loaded
- Back Loaded
- Project Level
Enables you to select from a list of available project levels.
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Variance
| Select Inflow or Outflow or leave the field empty.
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