Creating a Project or Shell Cash Flow Curve by Copying

You can copy the data from one curve to another, but the destination curve must be a manual curve which means that the Distribution, From, and To dates must be manually entered data.

You cannot copy data to a curve that pulls data from a business process record, cost sheet or schedule sheet. You can, however, copy data from an auto-distribution curve.

For example, Spends curves pull actual spends transaction data from a cost sheet column (usually, cost sheet columns that show spends business process transactions). If you want to work with this data manually, you can create a custom curve in the Properties, be sure that all data entry is manual, then copy the spends curve data to the manual custom curve.
For another example, you can make a copy of the original Baseline curve, make adjustments, and save the revised version.

When you copy data, any existing data in the destination curve will be overwritten with the data from the source curve.

To create a project or shell cash flow curve by copying:

Open the Cash Flow log.
Select a curve from the log and click Copy from the gear menu (  ) to open the New Cash Flow Worksheet window.
Enter a unique Name for the new curve. The Name field in this window will be prefixed with "Copy of."
Make changes as needed and click Save & Close to complete creating the cash flow curve and add it to the log.

Last Published Sunday, July 20, 2025