Adding Custom Curve for Cash Flow by Project or Shell

To add a Custom curve for cash flow by Project/Shell:

  1. Select the cash flow from the Cash Flow log.
  2. Click the gear menu ( ) and select the Properties option.
  3. In the General pane of the Cash Flow Properties window or the Cash Flow Properties worksheet, select Project/Shell.
  4. In the Curves pane select Custom from the Curves drop-down list.
  5. In the Custom window, complete the fields using the information in the table below.
  6. When finished, click Save & Close to save the custom curve.

Property

Description

Cost

Note: You can choose the cost column when creating a curve in a project/shell but not in templates.

Select one of the following options:

  • Manual: Select this amount 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: Select this option 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.

Schedule

Lets you define the range of dates (what dates to start the curve and end the curve) to use to plot the cash flow data.

Select one of the following options for each date:

  • Manual: Lets you manually enter the date in the cash flow worksheet.
  • Use dates from Activity Sheet: Lets you select an activity sheet (from the Select Activity Sheet window).

    After you select using dates from an activity sheet, you must determine the values for the Project Type, From Date, and To Date fields.

 

 

Distribution

Distribution profiles are used to distribute data automatically in the cash flow worksheet. This option lets you 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: Select this option to enter values in each field manually.
  • Company Level: Select a pre-determined method for distribution. Your options are: Linear, S curve, Front Loaded, Back Loaded.
  • Project Level: Select from a list of available project levels.

Variance

Select Inflow or Outflow or leave the field empty.

Related Topics

Custom Curve

Adding Custom Curve for Cash Flow by Summary CBS and CBS


Last Published Monday, April 14, 2025