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Creating a Project or Shell Cash Flow Curve From a Template

There are two types of cash flow templates:

• Company level templates

  Created in the Company Workspace (Admin mode).

• Project or shell level templates

  Created in a project or shell.

When creating curves from templates, only the properties of the curve are copied; data and permissions are not copied.

In addition, curve properties such as cost sheet column selections will not be copied, even if they have been selected in a project or shell template (because you can select a template from any project or shell template).

You can pre-set curve options, except, for example, the business process records and cost sheet columns, which are set at run time.

To create a project or shell cash flow curve from a template

Note: The red asterisk next to a field box indicates that the field is a required field. You will not be able to save your changes without entering a value in that field.

1. Go to the project or shell (User mode).
2. In the left Navigator, expand the Cost Manager node.
3. Click the Cash Flow sub-node to open the Cash Flow log.
4. From the toolbar, click Create drop-down list and select From Template to open the Cashflow Templates window.
5. Select the template that you want from the list and click Select to open the New Cash Flow Worksheet window.

   Note that the following required fields have values per the template that you have selected:

   • Name
   • Detail Level
6. Enter values in the fields, or edit the properties where necessary.
7. To save your changes and create a new cash flow, click Save & Close. To discard your changes, or close the window, click Cancel.

When you create a new cash flow curve from a template, the curves configured in a template are automatically included and within each curve the following details are captured:

• Distribution

  The Distribution field is populated either with a distribution profile or manually.

• Cost

  The Cost field is populated manually or with a particular cost sheet column.

• Schedule

  The Schedule field is populated manually or with obtaining schedules from activity sheets or schedule sheets.

• Variance

  The Variance field remains not selected.

Within the Forecast curve, all additional values are pulled into their respective fields.

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Last Published Sunday, July 20, 2025