Managing Cash Flow Views for Templates

All shared views in a template that are set to Visible are displayed to those who have the applicable permissions when they access a cash flow curve that uses the template. If you update, hide (clear the Visible check box), or delete a view, these changes are automatically applied to the corresponding cash flow curves.

To update a Cash Flow View for a template:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, and then select Projects.
  3. In the Projects Templates log, select and open the applicable project.
  4. In the left Navigator, select Cost Manager, and then select Cash Flow.
  5. In the Cash Flow log, select and open the applicable template.
  6. From the View menu, select Manage Views.
  7. Use the Manage Views dialog box to:
    • Change the order of the views in the View menu for the projects/shells.
    • Make a view visible or hide it.
    • Delete a view.

    The current Active View is marked with a green check mark.

  8. To save your changes, click Save.

Last Published Wednesday, July 2, 2025