CBS Curve
Within a CBS 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 (click Edit View)
- Print the view (click Print)
- Update data (click 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 CBS curve, the View option provides the following options:
- Incremental
- Cumulative
Within the preceding views, you can also access the CBS Hierarchy View option, which displays a hierarchical view of cost and summary codes. Selecting this option 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.
For more information, see the following topics located in the Detail Curve section.
- Detail Curve View (Incremental)
- Detail Curve View (Cumulative)
- Importing Cash Flow Data
- Bulk Edit Cash Flow
Last Published Tuesday, April 8, 2025