Defining Global Cash Flow Views for Inclusion in Templates

You can define multiple global views for the Detail Level of type CBS, Project/Shell, Summary CBS, and Commitment in a Cash Flow template and push them to all or specific projects/shells so that they are listed in the View menu. This improves the ability of users on the same project and different projects to view Cash Flow information in a similar way even for different Cash Flow configurations. You can also define one of the views for each cash flow curve type as the default.

You can update these views at any time and push them to all or specific projects/shells as the need arises. While these global views cannot be changed by the users, they can use them as the basis for creating their own views.

To define a Cash Flow View for a template:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Templates, select Shells, and then select Projects.
In the Projects Templates log, select and open the applicable project.
In the left Navigator, select Cost Manager, and then select Cash Flow.
In the Cash Flow log, select and open the applicable template.
From the View menu, select Create New View.
In the Save View As field of the New View window, enter a name for the new view.
To select the applicable curves for the view, use the Curves, Inflow, and Outflow tabs.
To use data elements (DEs) to refine the view, use the Filters tab.
1. Click the Add Filter button.
2. Choose a Data Element: This list includes all Cost Code Segments and CBS Attributes. It also includes specific fixed-column items such as From Date, To Date, Total, and Unassigned.
3. Choose a Condition: This list displays a list of conditions that is based on the selected DE.
4. Choose a Value: Depending on the type of DE, choose a value that the query condition must meet.
You can add multiple filters to a view, and you can use the same DE multiple times. When adding multiple filters, you can use the AND and OR operators to specify that the view must match all listed filters or that it can match one or more of the listed filters. To add additional filters, click Add Filter again, repeat the preceding steps, and click the applicable operator that should apply. You can add up to 15 filters.
To save your changes, click Save.

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