Adding a Portfolio Roll up Curve for Cash Flow by Program (Classic View)

You can add a Portfolio Curve for each cash flow detail level after you create portfolio budget data sources. See the following for details.

To add a Portfolio roll up curve for cash flow by Program:

Access the program in Projects/Shells. To do so:
1. Open Unifier and go to the Company Workspace (Admin mode).
2. From the left Navigator, click Programs node or module to expand.
3. Click the program name to open it.
Switch to User mode.
Add the cash flow to the Program: To do so:
1. From the left Navigator, click Cost Manager node or module to expand.
2. Click Cash Flow sub-node.
3. From the toolbar, click New and click Rollup Curves. Your other option is From Template. When you click Rollup Curves, the Properties window opens containing the following tabs:
  - General tab
    - Enabling you to enter the name and description for the cash flow and set the status (you must set the status to Active).
    - Enabling you to select one or more data sources from the Data Sources block. For example, proceed to select Data Source: "Original Budget" and Type: "Portfolio Budget."
    - Enabling you to set the parameters for the time scale.
  - Options tab
    - Enabling you to set the numbering format.
  When finished, click OK to save your changes and generate and open the Cashflow Worksheet window. To discard your changes, or to close the window, click Cancel.

To set permission on a cash flow curve:

In the Cash Flow log, from the toolbar, click Permission to open the Edit Permission window. In this window you can add or remove users or groups and grant the following permissions: Modify, Edit Data, and View.

To create a snapshot of the cashflow worksheet:

In the Cash Flow log, open the cash flow. The Cashflow Worksheet window opens.
From the toolbar, click File and then click Create Snapshot to open the Snapshot window. Enter a name for the newly created snapshot in the Title field and click OK.

To open a snapshot, from the toolbar click View and click Snapshot Log to open the Snapshots window and access the list of available snapshots taken from the cashflow worksheet. To open one, double-click on the snapshot title.

To filter for a specific curve type:

In the Cash Flow log, open the cash flow. The Cashflow Worksheet window opens.
From the toolbar, click View and click Filter to open the Filter window.
Select the curve types that you want and enter a name for the filter in the Save As field and click Save.

Use the Zoom tool to adjust the graph view on the cashflow worksheet.

The lower portion of the cashflow worksheet window (Curves) lists the curves shown in the cashflow worksheet, based on the value in the View drop-down field. The values are:

Incremental
Cumulative

Adding a Portfolio Roll up Curve for Cash Flow by Program (Classic View)

See Also