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Detail Curve View (Incremental)

The Incremental view lets you see the details for:

• Actuals (Spends)
• Baseline
• Forecast
• Budget
• Derived
• Custom

Double-click each cost-related scenario to open it and see pertinent details.

Actuals (Spends)

If you select the Incremental view and click Actuals (Spends) (under the Name column), the actual spent amounts, per time period, are displayed. These values are not editable and cannot be distributed. You can use the toolbar options to:

• Export: To export one or more curves to a CSV file, which is automatically named after the cash flow worksheet.
• Refresh: To update the data, or amounts, on the page.
• Find on Page: To find a particular amount.

Baseline

If you select the Incremental view and click Baseline (under the Name column), the baseline amounts, per time period, are displayed. These values are not editable and cannot be distributed. You can use the toolbar options to:

• Bulk Edit: You can conduct bulk edit on one or more curves. When you click Bulk Edit, the Bulk Edit window opens, and you can select values for the following elements:

  Note: The Bulk Edit option is unavailable if in project currency mode (in the details window). See below for details.

  • Distribution Profile (Back Loaded - Front Loaded - Linear - S curve)
  • From Date
  • To Date
  • Total (not applicable to Baseline)

    Note: Elements in the window that have the "Update" option checked for them will be updated with the selected value. If you do not specify a value for an element and leave the element empty, the system will clear any existing value.

  Click Update when finished.

• Import: Your import options are Curve Setup and Curve Distribution. The Curve Distribution option is not available.
• Export: To export one or more curves to a CSV file, which is automatically named after the cash flow worksheet.
• Refresh: To update the data, or amounts, on the page.
• Find on Page: To find a particular amount.
• CBS Hierarchy View: (Only displayed for CBS cash flow curves) To display a hierarchical view of cost and summary codes. Displays summarized data for total costs, unassigned costs, and date ranges in a view-only mode. The view retains any filters already applied, which ensures that only the specific cost codes that you defined are shown in the summarized view. You can click Expand all to view all codes and leaf-level codes, click Collapse all to display the main CBS codes, and click Refresh to update the data displayed.

In Commitment-based curves:

• The system shows cash flow in the transaction currency of record creation.

  The system stores the data in project currency. If the project currency is different from the transaction currency, both the main and detail windows contain a currency drop-down list, which you can use to show costs in the project currency; however, you can only edit data in the transaction currency mode. Currency conversion is based on the active company-level Exchange Rates table. The Bulk Edit option is unavailable if the Detail Curve detail window is in project currency mode.

• The Detail Curve detail window shows columns from the Business Process. For example, Number, Name, Line No, CBS Code, Description (Short Description) columns.

Forecast

If you select the Incremental view and click Forecast (under the Name column), the baseline amounts, per time period, are displayed. These values are not editable and cannot be distributed. You can use the toolbar options to:

• Bulk Edit: You can conduct bulk edit on one or more curves. When you click Bulk Edit, the Bulk Edit window opens, and you can select values for the following elements:
  • Distribution Profile (not applicable to Forecast)
  • From Date
  • To Date
  • Total

    Note: Elements in the window that have the "Update" option checked for them will be updated with the selected value. If you do not specify a value for an element and leave the element empty, the system will clear any existing value.

  Click Update when finished.

• Import: Your import options are Curve Setup and Curve Distribution. The Curve Distribution option is not available.
• Export: To export one or more curves to a CSV file, which is automatically named after the cash flow worksheet.
• Refresh: To update the data, or amounts, on the page.
• Find on Page: To find a particular amount.
• CBS Hierarchy View: (Only displayed for CBS cash flow curves) To display a hierarchical view of cost and summary codes. Displays summarized data for total costs, unassigned costs, and date ranges in a view-only mode. The view retains any filters already applied, which ensures that only the specific cost codes that you defined are shown in the summarized view. You can click Expand all to view all codes and leaf-level codes, click Collapse all to display the main CBS codes, and click Refresh to update the data displayed.

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Last Published Tuesday, April 8, 2025