P6 Data and Cash Flow Templates

You can use a Cash Flow Shell template (Shell instances and Shell templates) to select the Summary Sheets by selecting the associated P6 data sources. As a result, when you use a Cash Flow Shell template to push the Cash Flow settings, the system updates the Shell instance with the Cash Flow settings of the template.

Note: The following applies to both Distribution, Cost, and Schedule sections.

At runtime, the system uses the data from Summary Sheets, associated with the P6 data source, to render the Cash Flow curves.

Distribution and Schedule

Admin mode > Templates > Shells > Building > Template > Cost Manager > Cash Flow

In the Distribution or Schedule sections of the Cash Flow templates (with Detail level CBS), click Select from the Use data from P6 Sources option to open the Select Data sources window. This window displays all the data sources listed in the Standards & Libraries.

Note: The Data Type option (under the P6 Source selection option) is a required field, if you select Use data from P6 Sources option. Use the drop-down list in the Data Type field to see a list of all the data types available for the selected P6 data source.

Since the Schedule type will be blank, the Cash Flow template displays all the options available regardless of the Schedule type.

The P6 sources in Distribution, Cost (only for Actuals), and Schedule sections are always enabled in the Cash Flow templates.

The P6 Sources window (source selection) lists all the Published data sources, in alphabetical order. You can click on a source name to select that source. To find a source, go to Find, click the drop-down list, and follow the prompts. Depending on the type of the Cash Flow curve, this option is available only if you select the Distribution/Schedule/cost option as Use data/dates from P6 Sources.

The Data type options for the Baseline curves are:

The Data type options for the Forecast curves are:

You can copy the Cash Flow curve properties that exist in a Shell template to the Cash Flow curves that exist in instances if:


Last Published Friday, February 2, 2024