Adding a Template for a Custom Curve for Cash Flow by Project or Shell

To add a custom curve for cash flow by Summary CBS or CBS template:

Go to your shell template, and switch to Admin mode.
In the left Navigator, select Cost Manager, and then select Cash Flow, the starting point for all cash flow operations.
From the toolbar, select + Create.
In the General pane of the Cash Flow Properties window or New Cash Flow worksheet, select Custom from the Detail Level drop-down list.
In the Curves pane of the Cash Flow Properties window, select Custom from the Curves drop-down list.
In the Custom window, complete the fields using the information in the table below.
When finished, select Save & Close to save the custom curve template.

Property	Description
Cost	Note You can choose the cost column when creating a curve in a project/shell but not in templates. Select one of the following options: Manual: Select this amount to set up manual entries of amounts for each period. This option is available if you have chosen Manual in the Distribution drop-down list. You can enter cost information in the Total field on the worksheet. Distribute amount from Cost Sheet Column: Select this option set up the use of a default distribution profile. This option is available if you have chosen Auto in the Distribution drop-down list. Examples of column: Approved Budget Revisions, Approved Commitment Changes, Approved Contracts, and so forth.
Schedule	Lets you define the range of dates (what dates to start the curve and end the curve) to use to plot the cash flow data. Note If you choose to take dates from the schedule sheet elements, the system uses the Master schedule sheet for the project/shell. Select one of the following options for each date: Manual: Lets you manually enter the date in the cash flow worksheet. Use dates from Schedule Sheet: Lets you select a schedule sheet (from the Select schedule sheet drop-down). You can populate the From and To dates according to the schedules available (Example: Actual Start Date and Actual Finish Date) pertinent to the schedule sheet that you have selected for the Select schedule sheet drop-down. If these dates are changed on the selected schedule sheet, then the changes will be reflected on cash flow after the next refresh of the curves. Use dates from Activity Sheet: Lets you select an activity sheet (from the Select Activity Sheet window). After you select using dates from an activity sheet, you must determine the values for the Project Type, From Date, and To Date fields.
Distribution	Distribution profiles are used to distribute data automatically in the cash flow worksheet. This option lets you select a distribution profile to use as the default distribution profile for the curve. Select one of the following options for how to distribute the data automatically between cash flow time periods: Manual: Select this option to enter values in each field manually. Company Level: Select a pre-determined method for distribution. Your options are: Linear, S curve, Front Loaded, Back Loaded. Project Level: Select from a list of available project levels.
Variance	Select Inflow or Outflow or leave the field empty.

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