Update Cash Flow Properties and Permissions

You can push cash flow detail curve properties and permissions from a shell template to a shell. This is available for CBS-code based shells and templates.

The Update Shell process runs in the background. Depending on the number of records and projects you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

Notes about updating cash flow curve properties:

Both detail curve properties and permissions are pushed from the template to the project.
Cash flow detail curves are identified by name.
If a detail curve with the same name exists in the project, it will be replaced. All properties, including detail level and time scale, and permission settings will be updated.
If a detail curve with the same name does not exist in the project, a new one will be created.
Users and groups will be added if they do not exist. If a group is created, it will be empty.
To push a curve, the destination project must have a cost sheet.
Commitment detail level curves will not be pushed.
A Summary CBS curve cannot be pushed to a project where the cost sheet is flat.
After a successful update, the updated destination curves will be refreshed.

To update cash flow curve properties and permissions using Update Shell:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Templates, and then select Shells.
Open the shell template that you want to update.
In the left Navigator for the shell template, select Cost Manager, and then select Cash Flow.
Add a cash flow curve to the shell template, or select one to edit, and define the properties.
You can define views for each cash flow detail level to include in the shell. You can also select one view per detail level to function as the default view. For more information, see Defining Global Cash Flow Views for Inclusion in Templates.
From the Cash Flow log, select a curve.
Click Update Shells and choose one of the following:
- Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.
- All Shells: You can use this option to update all shells of that shell type.
- History: You can view the update history from past updates or cancel a request before the update begins.
An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.
Read the message carefully, and then click Yes to proceed with the update.

Last Published Monday, April 14, 2025