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Creating a New View and Managing an Existing View in the Cash Flow Log

To create a new view in the Cash Flow log:

1. Go to your project or shell (User mode).
2. From the left Navigator, click the Cost Manager node to expand.
3. Click the Cash Flow sub-node to open the Cash Flow log window (the Cash Flow log).
4. From the View drop-down menu, select Create New View. The New View window opens.
5. In the View Name field box, enter a name for the new view.
6. Set the other view parameters in the following tabs:

   Columns

   Filters

   Group By

   Sort By

7. To save your changes, click Save. To discard your changes, or to close the window, click Cancel.

To manage a view in the Cash Flow log View:

1. Go to your project or shell (User mode).
2. From the left Navigator, click the Cost Manager node to expand.
3. Click the Cash Flow sub-node to open the Cash Flow log window (the Cash Flow log).
4. From the View drop-down menu, select Manage Views to open the Manage Views window.

Note: The Cash Flow log views will be shared across templates and shells.

Provided that you have pertinent permissions, in the Manage Views window you can:

• Move the order of the views in the View menu on the toolbar.
• Make a particular view visible to the user.
• Delete a particular view.

The current view is marked with a green check-mark in the Manage Views window. To save your changes, click Save. To discard your changes, or to close the window, click Cancel.

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Last Published Saturday, July 12, 2025