Create Roll-up Templates

Use roll-up curves in programs and in the company-level Cost Manager to roll up cash flow data from all the projects and shells in which cash flow is being used. You can create roll-up curve templates, and use these to create the roll-up curves.

To create a new roll-up template

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Standards & Libraries > Cash Flow > Templates. The Cash Flow Standard Templates log opens.
  3. Click New. The Properties window opens in the General tab.
  4. In the General tab, set the Rollup Status to Active. If the status is active, data can be rolled up from project and shell cash flow curves.

The rest of the process is similar to the setup of other detail curves through the Standards & Libraries grouping node. See Cash Flow Curve Templates.


Last Published Monday, August 28, 2023