Unifier Essentials 23.1

Reports

Quarterly Cash Flow Report Template

A Quarterly Summary template that shows monthly cash flows with summarized amounts by quarter has been added to Cash Flow Report at the project level. There are two graphs on the report, one for quarterly amounts and the other for monthly amounts. Both show incremental bars and cumulative curves.

The start month for Q1 can be adjusted by adding a Standard Planning Period in Standards and Libraries / Period Structure that must be named UE Custom Report Period Structure.

This is a new template for an existing custom report so it is automatically available. There is no need to update the shell navigator or access control.

A summary graph that displays cash flows in monthly increments with a table of raw data to the right. Baseline, forecast, and actuals curves are displayed.

A summary graph that displays cash flows in quarterly increments with a table of data above. Baseline, forecast, and actuals curves are displayed.


Last Published Tuesday, November 21, 2023