Setting Default Cash Flow Views for Templates

After you have defined templates, you can specify one of the templates for each Detail Level of type CBS, Project/Shell, Summary CBS, and Commitment as the default for managing views.

To specify a default 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 the applicable template, click the gear menu ( ), and select Set as Default Template to Manage Views.

    Depending on the type, the Default column displays the applicable statement, Yes for CBS Detail Level, Yes for Project Detail Level, Yes for Summary CBS Detail Level, or Yes for Commitment Detail Level.

    If another template was currently set as the default, the system removes the label from the Default column for that template.

To remove a default label:

  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 the applicable template, click the gear menu ( ), and select Reset Default.

Last Published Wednesday, July 2, 2025