Project or Shell Level Cash Flow Worksheet Toolbar Options

The toolbar section of the project/shell cash flow worksheet displays the worksheet title and the following toolbar options:

View: Use this option to "Create New View" for the worksheet or to "Manage Views" that have been created.
If your administrator defined global views in a Cash Flow template and pushed them to your project/shell, these views are also listed in the View menu of your cash flow worksheet. (One of the views might also be used to define the Default view in the template.) You can use these predefined views to create additional custom views and you can change the order of the views. You cannot edit or delete the predefined views.
Edit View: When you click the Edit View option, the Edit View window for the current view opens. In this window, you can select the curves that you want to view on the log (for Curves, Inflow, and Outflow). You can also add columns and group your columns when you click the Group By tab and use the Filters tab to filter the CBS rows based on code segments or cost attributes. The Filters tab in Views is available for the By CBS and Summary CBS type of cash flows.
Print: Use this option to open your browser's print options for the worksheet.
Refresh: This option lets you update the data in all the curves that appear on the Cash Flow log. The refresh has three states: Refresh Now, In Progress, and Refresh Complete, which includes the date and time. For more information, see Refreshing Data in Cash Flow Log.
Snapshot: This menu contains the following options:
- Create Snapshot: To create a snapshot of the curve.
- Snapshot Log: To view, edit, or delete previous snapshots of the curve.
- Audit Log: To view change details to the curve.
- Properties: To view the properties of the Cash Flow.
For more information, see Working with Project or Shell Level Snapshots and Audit Log.

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