Viewing and Managing Cash Flow Jobs and Auto Snapshots

Because your organization might have multiple cash flow jobs and automatic snapshots scheduled to run for a multitude of projects, you can use the Cash Flow Jobs functional node to manage the jobs and auto-snapshots and their impact on system performance. The Cash Flow Jobs log provides an overview of all the projects and their status. For example, you might disable the settings for any project whose Configuration Status is On-Hold or Inactive. Or perhaps your organization has 10,000 projects managed through the system. Of those, 4,000 have reached a completed status but the cash flow jobs are still running every day because the end date was not added or updated in the refresh schedule. Instead of updating each of the 4,000 projects separately to disable the refresh job, you can use the Cash Flow Jobs log to disable multiple jobs simultaneously.

Using the Cash Flow Jobs log, you can sort the information displayed by clicking a column header, such as Project Status or Auto Refresh. You can also limit the information displayed by using the Search option. Before or after you filter what is displayed, you can print the log or export it to a Microsoft Excel or comma-separated value (CSV) file.

You must have the Modify permission to use this page to disable the Refresh Schedule and Auto Snapshot settings for any project managed within your organization. Go to Company Workspace > Admin mode > User Administration > Access Control > Administration Mode Access > System Information > Cash Flow Jobs to set the permissions.

To filter the list of items displayed:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click System Information > Cash Flow Jobs.

    The Cash Flow Jobs log is displayed.

  3. In the toolbar, click Search .
  4. In the Search tab, use the various options to filter what is displayed in the log, and then click Apply.

    The system displays all the items that met the search criteria you entered.

To disable the refresh or snapshot or both:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click System Information > Cash Flow Jobs.

    The Cash Flow Jobs log is displayed.

  3. If applicable, sort or filter the list of jobs and snapshots.
  4. If you only want to disable the Refresh Schedule or Auto Snapshot for specific jobs and there are additional jobs displayed in the log, select the applicable jobs.
  5. In the toolbar, click Actions and select one of the following:
    • Disable Auto Refresh > Selected Cash Flows: To disable the Refresh Schedule for the selected items, select this option.
    • Disable Auto Refresh > Filtered Cash Flows: To disable the Refresh Schedule for all the items displayed after the log is filtered, select this option.
    • Disable Auto Snapshot > Selected Cash Flows: To disable the Auto Snapshot for the selected items, select this option.
    • Disable Auto Snapshot > Filtered Cash Flows: To disable the Auto Snapshot for all the items displayed after the log is filtered, select this option.
    • Disable Auto Refresh and Auto Snapshot > Selected Cash Flows: To disable the Refresh Schedule and Auto Snapshot for the selected items, select this option.
    • Disable Auto Refresh and Auto Snapshot > Filtered Cash Flows: To disable the Refresh Schedule and Auto Snapshot for all the items displayed after the log is filtered, select this option.
  6. When the confirmation message appears, click Yes to continue or No to cancel.

    After the update is processed, the Audit Log for the applicable cash flow is also updated to reflect the change.

To print or export the list of items displayed:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click System Information > Cash Flow Jobs.

    The Cash Flow Jobs log is displayed.

  3. If applicable, sort or filter the list of jobs and snapshots.
  4. In the toolbar, click Print and select one of the following:
    • Print: The system generates a PDF version of the log, which you can save or print.
    • Export To CSV: The system generates and downloads a CSV version of the log.
    • Export To Excel: The system generates and downloads a Microsoft Excel version of the log.


Last Published Tuesday, June 4, 2024