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 Monday, October 13, 2025