Project or Shell Level Cash Flow Worksheet Toolbar Options

The toolbar section of the project or shell cash flow worksheet (displays the worksheet title, and the following toolbar options:

View drop-down
Use this option to "Create New View" for the worksheet, or to "Manage Views" that have already been created.
Edit View
When you click the Edit View option, the Edit View window opens. In this window you can select the curves that you want to view on the log (for Curves, Inflow, and Outflow). In this window you can also add columns and group your columns when you click the Group By option.
Print
Use this option to open your browser's print options for the worksheet.
Refresh
This option lets you update the data in all of the curves that appear on the Cash Flow log. The refresh has three states: Refresh Now, In Progress, and Refresh Complete which includes the date and time. See Refreshing Data in Cash Flow Log for more details.
Snapshot menu drop-down
This menu contains the following snapshot options:
- Create Snapshot
  To create a snapshot of the curve.
- Snapshot Log
  To view, edit, or delete previous snapshots of the curve.
- Audit Log
  To view change details to the curve.
- Properties
  To view the properties of the Cash Flow.
See Working with Project or Shell Level Snapshots and Audit Log for more details