Managing Distribution Profiles

Distribution Profiles

When working with templates (versus detail curves) in a project or shell, the distribution profiles can be:

Created in Admin mode (in Standards & Libraries).
Used when selecting auto distribution for curves.

At runtime, you can create additional distribution profiles within the project's cash flow module. When working with curves, you can apply the profiles created in Admin mode, or in the project or shell.

Note: If you are creating a project or shell from a project or shell template, and you are copying the Cash Flow module, then the project or shell template properties and permissions will be copied into the new project or shell.

Creating and Managing Distribution Profiles

Administrators can create a library of distribution profiles in the Company Workspace (Admin mode), Standards & Libraries. In addition to these profiles, you may also want to create additional distribution profiles in a project or shell. At runtime, when you select a distribution profile, you will see the list of profiles created in Admin mode, as well as the ones created in User mode.

To add a distribution profile in a project or shell:

Go to the project/shell tab and switch to User mode.
In the left Navigator, click Cost Manager > Cash Flow to open the Cash Flow log.
From the toolbar, click the Actions drop-down list and choose Manage Distribution Profiles. The Edit Distribution Profiles window opens.
Edit and manage distribution profiles in this window in the same way as the default distribution profiles created in Admin mode. See the Unifier Administration Help for details.

Last Published Sunday, July 20, 2025