Adding Actuals (Spends) Curve for Cash Flow by Project or Shell

To add Actuals (or "spends") curve for cash flow by project or shell

  1. Go to your project or shell (User mode).

    This is the project or shell that contains the cash flow that you want.

  2. In the left Navigator, expand the Cost Manager node.
  3. Click the Cash Flow sub-node to open the Cash Flow log.

    The Cash Flow log is the starting place for cash flow operations. The log displays all existing cash flow curves and also provides options for creating new curves, copying curves, viewing curve properties, and assigning curve usage privileges to other users.

  4. Select the cash flow from the Cash Flow log.
  5. Click the gear menu ( ) and click the Properties option to open the Cash Flow Properties window (or the Cash Flow Properties worksheet).
  6. In the Cash Flow Properties window General pane, ensure that the Project/Shell option is selected from the Detail Level drop-down list. The options under the Detail Level drop-down list are:
    • Project/Shell
    • Summary CBS
    • CBS
    • Business Process (Commitments)

    When you select the Project/Shell option in the Detail Level drop-down list, you have the option to filter for either the CBS Codes, or filter for the Summary CBS Codes.

  7. In the Cash Flow Properties window Curves pane, click the Curves drop-down list and select Actuals to open the Actuals window.
  8. Complete the fields in this window by using the following information. When finished click Save & Close to save your work and open the cash flow worksheet that you have added.

When you select the Project/Shell option in the Detail Level drop-down list (General pane) and in the Curves pane you add Actuals (or "spends") curve (from the Curves drop-down list), proceed to set up the following parameters:

Cost

Note: You can choose the cost column when creating a curve in a project or shell but not in templates (because there is no cost sheet to reference in a template).

(Required) Lets you select a cost sheet column (for example: Approved Budget Revisions, Approved Commitment Changes, and so forth).

If you are creating a detail curve template, you will not be able to add an Actuals (or "spends") curve.

Variance

Your choices are:

  • Inflow
  • Outflow

For CBS, typically, the Variance is set to Outflow for an Actuals (Spends) type curve.

The value will be used to calculate variances against the Inflow type curves.


Last Published Sunday, July 20, 2025