Creating a Project or Shell Cash Flow Curve Template

There are two types of cash flow templates:

When creating curves from templates, only the properties of the curve are copied; data and permissions are not copied.

You can pre-set curve options, except, for example, the business process records and cost sheet columns, which are set at run time.

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Templates, select Shells, select Projects, open the applicable [project], select Cost Manager, and then select Cash Flow.
In the right pane, click Create in the toolbar.
Enter information in the General tab of the New Cash Flow Worksheet window.
For more details, see Project or Shell Cash Flow Properties.