Company Level Cash Flow Log
The Company level Cash Flow log lists all of the Roll up Cashflow curves.
When you select a Company level Roll up Cashflow curve, in the Company level Cash Flow log, the gear menu ( ) becomes active. Use the gear menu to:
- Open
Open the selected Company level Roll up Cashflow curve worksheet. See Company Level Cash Flow Roll up Curve Worksheet (Standard View) for details.
- Copy
Copy the information of the selected Company level Roll up Cashflow curve in order to create a Company level Roll up Cashflow curve. When you click this option, the New Roll up Cashflow window opens, which lets you change the copied information in order to create a Company level Roll up Cashflow curve. The Name field will contain the name of the copied, or selected, Company level Roll up Cashflow curve with the word "Copy" added at the beginning of the name.
- Delete
Delete one or more Company level Roll up Cashflow curves.
- Status
- Active
- Inactive
- Permissions
Open the Permissions window and add permissions for the Company level Roll up Cashflow curve, or the Company level Roll up Cashflow curves, that you have selected.
In the Add field box you can type in the name of the user, users/group, or group.
You can select to view (View drop-down list) Users, Users/Groups, or Groups.
Use the Find on Page icon to search and find users listed within the Permissions window.
Use the arrow (lower-right side) to go to the next page. When finished, click Save. To discard changes, or to close window, click Cancel.
Click the Select icon to open the User and Group Picker window. This window lets you select users, groups, or both from the View drop-down list (Users/Groups, Groups, Users) and see pertinent details about your selection, as explained below:
- Users/Groups: Displays the Name and Company information for the Users/Groups, in two columns.
- Groups: Displays the Name information for the Groups, in one column.
- Users/Groups: Displays the following information for the Users: Name - User Type - Company - Employee ID - Title - Department - Manager Name
When finished, click Done. To discard changes, or to close window, click Cancel.
- Properties
Open the Roll up Cashflow Properties window. In this window, you can modify the general, status, data sources, and time scale information of your selected Company level Roll up Cashflow curve.
When you select more than one Company level Roll up Cashflow curve in the Company level Cash Flow log, the gear menu ( ) becomes active and lets you just delete the selected Company level Roll up Cashflow curve.
Last Published Sunday, July 20, 2025