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

To create a view in the cash flow worksheet

  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. Select a curve from the log and double-click the curve to open the cash flow worksheet window.
  5. From the View drop-down menu, select Create New View. The New View window opens.
  6. In the Save View As field, enter a name for the new view.
  7. Set the other view parameters in the following tabs:
    • Curves

      In the Curves tab, select curves from the Available Curves list, and click the Move arrow to add curves to the Selected Curves list, or click the Move All double arrow to move all available curves to the Selected Curves list. The last column in the Selected Curves list is not available for locking.

    • Inflow

      In the Inflow tab, select curves from the Available Curves list, and click the Move arrow to add curves to the Selected Curves list, or click the Move All double arrow to move all available curves to the Selected Curves list. The last column in the Selected Curves list is not available for locking.

    • Outflow

      In the Outflow tab, select curves from the Available Curves list, and click the Move arrow to add curves to the Selected Curves list, or click the Move All double arrow to move all available curves to the Selected Curves list. The last column in the Selected Curves list is not available for locking.

    • Filters

      On the Filters tab, complete the following steps:

      1. Click the Add Filter button.
      2. Choose a Data Element: This drop-down lists all Cost Code Segments and CBS Attributes.
      3. Choose a Condition: This drop-down displays a list of conditions. This list is based on the type of data element selected.
      4. Choose a Value: Depending on the type of data element, choose a value that the query condition must meet.

      You can add multiple filters to a view, and you can use the same data element multiple times. When adding multiple filters, you can use operators to specify that the view must match all listed filters or that it can match one or more of the listed filters. To add additional filters, click Add Filter again, repeat the preceding steps, and click the applicable operator that should apply. You can add up to 15 filters.

      • And: If you want to specify that the view must match all listed filters, select And.
      • Or: If you want to specify that the view should match any of the listed filters, select Or.
    • Group By

      Use the Group By tab to identify which columns should be used for grouping and in what order. When you use Group By to define a group based on CBS attributes, the summary row displayed on the final view shows the totals and distributed costs and–based on the filtered leaf-level rows–the earliest From Date and most recent To Date.

      Note: To minimize the potential performance impact when a detailed, Current Cost Variance, or At Completion Cost Variance sheet is loaded, Oracle recommends that you use Data Elements (DEs) on the Group By tab that create useful groups, such as Type or Roll up Status, and avoid using DEs such as Cost Code, Code Name, and Cost Type.

  8. To save your changes, click Save.

To manage a view in the cash flow worksheet

  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. Select a curve from the log and double-click the curve to open the Cash Flow worksheet window.
  5. From the View drop-down menu, select Manage Views to open the Manage Views window.

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

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.


Last Published Sunday, July 20, 2025