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:
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, select Standards & Libraries, select Cash Flow, and then select Templates. The Cash Flow Standard Templates log opens.
- Click New. The Properties window opens in the General tab.
- In the General tab, set the Rollup Status to Active. If the status is active, data can be rolled up from project/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 Monday, October 7, 2024