Adding Custom Curve for Cash Flow by Project or Shell

To add a Custom curve for cash flow by Project/Shell:

  1. Select the cash flow from the Cash Flow log.
  2. Click the gear menu ( ) and click the Properties option to open the Cash Flow Properties window (or the Cash Flow Properties worksheet).
  3. In the General pane select Project/Shell.
  4. In the Curves pane select Custom.
  5. The Custom window opens.
  6. 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.

Select one of the following options:

  • Manual

    Lets you manually enter amounts for each period. This option will be available if you have chosen Manual in the Distribution drop-down list.

    You can enter cost information in the Total field on the worksheet.

  • Distribute amount from Cost Sheet Column

    Lets you use the default distribution profile. This option will be available if you have chosen Auto by default profile in the Distribution drop-down list

    Examples of column:

    Approved Budget Revisions, Approved Commitment Changes, Approved Contracts, and so forth.

Schedule

Lets you define the range of dates (what dates to start the curve and end the curve) to use to plot the cash flow data.

Note: If you choose to take dates from the schedule sheet elements, the system uses the Master schedule sheet for the project or shell.

Select one of the following options for each date:

  • Manual

    Lets you manually enter the date in the cash flow worksheet.

  • Use dates from Schedule Sheet

    Lets you select a schedule sheet (from the Select schedule sheet drop-down). You can populate the From and To dates according to the schedules available (Example: Actual Start Date and Actual Finish Date) pertinent to the schedule sheet that you have selected for the Select schedule sheet drop-down.

    If these dates are changed on the selected schedule sheet, then the changes will be reflected on cash flow after the next refresh of the curves.

  • Use dates from Activity Sheet

    Lets you select an activity sheet (from the Select Activity Sheet window).

    After you select using dates from an activity sheet, you must determine the values for the Project Type, From Date, and To Date fields.

 

 

Distribution

Distribution profiles are used to distribute data automatically in the cash flow worksheet. This option lets you select a distribution profile to use as the default distribution profile for the curve.

Select one of the following options for how to distribute the data automatically between cash flow time periods:

  • Manual

    Lets you enter values into each field manually.

  • Company Level

    Lets you select a pre-determined method for distribution. Your options are:

    • Linear
    • S curve
    • Front Loaded
    • Back Loaded
  • Project Level

    Lets you select from a list of available project levels.

Variance

Select Inflow or Outflow or leave the field empty.


Last Published Sunday, July 20, 2025