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Refreshing Data in Cash Flow Log

What does refresh do?

When you click Refresh, the system checks:

• To see if there are any new spends records that are not part of the curve. Depending on Period Close settings, the spends record is added to the correct period, and therefore, changes in values will appear for Spends curves and for Forecast curves that consider spends records.
• To see if a distribution profile definition has changed, either in Admin mode, or in the project/shell. Any changes will be applied to the curve.
• To see if dates are based on master schedule sheet, checks to see if values have changed in the schedule sheet.
• For a curve in the auto mode, refresh distributes unassigned values automatically.
• For errors, such as not selecting a valid business process record or cost column, or missing data such as a blank schedule sheet date column. The error alert will display in red font on the worksheet (below the curve section). Click the error to view the reason.

Refresh also checks for changes to CBS structure.

What happens to unassigned fields, when you refresh?

If there is a value in the Unassigned field, hover over or click the field. The reason for the value is displayed. For example:

• Excess or deficit because of Spends (invoice) records
• Incoming Change Orders
• For Forecast curves with option to start at the end of Actuals (Spends amount), the amount is put in the Unassigned field if the To Date of the forecast curve is less than effective date of a Spends value.

Read the following topics for information about scheduling auto refresh.

You can update (refresh) cash flow curves data:

• Manually
• Automatically

How do you refresh cash flow curves manually?

The following shows the various ways that you can manually update (refresh) data that appears on the cash flow curves.

To refresh the contents of 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 toolbar, click the Refresh icon to refresh the contents of the log.

To refresh the contents of the cash flow curves 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. Select one or more cash flow curves from the log.
5. Click the gear menu (  ) and select Refresh Now.

To refresh the contents of 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 toolbar, click the Refresh icon to refresh the contents of the worksheet window.

How do you refresh cash flow curves automatically?

The following shows how you can set up a schedule to automatically update (refresh) data that appears on the cash flow curves.

To set up a schedule to automatically update (refresh) data that appears on the cash flow curves, you must set the cash flow curve auto-refresh schedule. To do so:

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 one or more cash flow curves from the log.
5. On the properties pane (right side), click the Schedule tab.
6. Proceed to complete the fields to schedule the refresh runs, frequency, and range of recurrence.

   Selecting the Enable Refresh option will automatically update (refresh) data that appears on the selected cash flow curves.

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Last Published Sunday, July 20, 2025