Setting Up Cash Flow Data for Analytics

You can select the Cash Flow names that you want to use for analysis, and set up the data for the fields related to Cash Flow in the Cash Flow record.

To set up cash flow data for Primavera Analytics:

Sign in to Unifier with administration privileges.
In the navigation pane, select Analytics.
Select Business Processes and then click Open.
In the Cash Flow Setup window, select any of the following actions:
- Click Add to add a cash flows for analysis.
- Click Remove to remove cash flows from analysis.
To add cash flows for analysis, click Add.
In the Cash Flow window, select as many cash flows you want to include for analysis and then click OK.
In the top section of the Data Mapping tab, map the predefined Analytics Cash Flow fields to a corresponding Unifier Cash Flow Curve type for the following fields:
- Initial Baseline: Select the data source of the initial baseline based on the Baseline Cash Flow curve type, defined under the Cash Flow data sources (Cashflow Datasources window) in the Standard & Libraries.
- Current Baseline: Select the data source of the current baseline based on the Baseline Cash Flow curve type, defined under the Cash Flow data sources (Cashflow Datasources window) in the Standard & Libraries.
- Actuals (Spends): Select the Actuals mapping based on the Spends curve type.
- Forecast: Select the forecast based on the Forecast curve type.
- User Defined Curve 1 through User Defined Curve 10: Select a UDF curve based on the Cash Flow curve type and sorted in alphabetical order. It includes UDF curves from all cash flow data sources.
  Notes:
  - Cash Flow Derive curve is not supported.
  - The fields displayed in the Data Source drop-down list is a concatenation of the Cash Flow data source name and Cash Flow curve type.
  - The Analytics field name can be the same as the Data Source name. For example, you can map a User Defined Curve to data source named, "Initial Baseline".
Click Apply and then click OK.

For more details, see the Primavera Unifier General Administration Guide.

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