Summary Curve
Within a summary curve, the following toolbar options let you:
- Alter the view (from the View menu, select a different view)
- Create a view (from the View menu, select Create New View)
- Make existing views visible or hide existing views (from the View menu, select Manage Views)
- Edit the view (select Edit View)
- Print the view (select Print)
- Update data (select Refresh)
- Produce a snapshot, view the snapshot log, access the audit log, and access properties (from the Snapshot menu, select Create Snapshot, Snapshot Log, Audit Log, or Properties)
Note In the cash flow detail pane, any view, the values are not editable and cannot be distributed.
Within a summary curve, the View option provides the following options:
- Incremental
- Cumulative
Last Published Thursday, December 11, 2025