Create Roll-up Templates

Use roll-up curves in the company-level Cost Manager to roll up cash flow data from all projects/shells in which cash flow is being used. You can create roll-up curve templates and use the templates to create the roll-up curves.

To create a roll-up template

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Standards & Libraries > Cash Flow > Templates. The Cash Flow Standard Templates log opens.
  3. Click New. The Properties window opens in the General tab.
  4. In the General tab, set the Rollup Status to Active. If the status is active, data can be rolled up from project and shell cash flow curves.

The rest of the process is similar to the setup of other detail curves through the Standards & Libraries grouping node. See Cash Flow Curve Templates.


Last Published Thursday, December 14, 2023