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

To create a view in the Cash Flow log

1. Go to your 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 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 manage a view in the Cash Flow log View

1. Go to your 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 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 Sunday, July 20, 2025