Bulk Edit Cash Flow

Bulk Edit is available on the Cash Flow Worksheet Cash Flow Details pane. Bulk Edit is useful when there are multiple items to be edited that are associated with the curve data.

For example, if you are doing cash flow by CBS, the data in the Details window displays the CBS codes in use. You can enter curve data for one or multiple CBS codes using Bulk Edit.

If you are doing cash flow by commitment, and are including change orders in the curves (for cost information and auto distribution), you will see all commitment records in the Details window—the base commit and any change commits. You can enter curve data for one or multiple records using Bulk Edit.

Note: If you are editing a Contract-type BP, the total in the Bulk Edit will be highlighted in the details screen of the cash flow by contract curve.

To enter cash flow data using Bulk Edit

  1. Go to the project/shell tab and switch to User mode
  2. In the left Navigator, click Cost Manager > Cash Flow to open the Cash Flow log.
  3. Select a curve from the log and double-click the curve to open the Cash Flow worksheet window.
  4. Open the right pane by way of moving the split screen to display the Cash Flow Worksheet Cash Flow Details pane, and click Baseline or Forecast.
  5. Select one or more rows and click Bulk Edit. The Bulk Edit window opens.
  6. The fields that are editable for the curve (based on the Properties window options) will display.
  7. Enter values for the fields.
  8. Select the Update check box for the fields you want to update.

    Note: You can use the Bulk Edit button to edit multiple items in the chosen currency. The total in the Bulk edit window will be interpreted in the currency selected in the details screen (lower part of the worksheet window.)

  9. Click the Update button.


Last Published Sunday, July 20, 2025