Managing Distribution Profiles

Distribution Profiles

When working with templates (versus detail curves) in a project/shell, the distribution profiles can be:

At runtime, you can create additional distribution profiles within the project's cash flow module. When working with curves, you can apply the profiles created in Admin mode, or in the project/shell.

Note: If you are creating a project/shell from a project/shell template, and you are copying the Cash Flow module, the project/shell template properties and permissions will be copied into the new project/shell.

Creating and Managing Distribution Profiles

Administrators can create a library of distribution profiles in the Company Workspace (Admin mode), Standards & Libraries. In addition to these profiles, you may also want to create additional distribution profiles in a project/shell. At runtime, when you select a distribution profile, you will see the list of profiles created in Admin mode, as well as the ones created in User mode.

To add a distribution profile in a project/shell:

  1. Go to the project/shell tab and switch to User mode.
  2. In the left Navigator, select Cost Manager, and then select Cash Flow to open the Cash Flow log.
  3. From the toolbar, click Actions and select Manage Distribution Profiles. The Edit Distribution Profiles window opens.
  4. Edit and manage distribution profiles in this window in the same way as the default distribution profiles created in Admin mode. See the Unifier Administration Help for details.


Last Published Wednesday, July 2, 2025