Adding Portfolio Budget Curve for Cash Flow by Summary CBS or CBS

Summary CBS

To add Portfolio Budget (Approved Budget) curve for cash flow by Summary CBS:

  1. Select the cash flow from the Cash Flow log.
  2. Select the gear menu (), and select the Properties option to open the Cash Flow Properties window (or the Cash Flow Properties worksheet).
  3. In the General pane, select Summary CBS.
  4. In the Curves pane, select Approved Budget.

    The Approved Budget window (Curve Type: Portfolio Budget) opens.

  5. Proceed to set up the following parameters:

Parameter

Description

Cost

Select an option (from the Distribute amount) from field list. The choices are:

  • Original
  • Shared
  • Approved

Currency

Select to open the Select Currency window and select the currency for the Portfolio Budget type curve. See Portfolio Budget Curve and Currency for more information.

Variance

Select Inflow or Outflow or leave the field empty.

To add Portfolio Budget (Original Budget) curve for cash flow by Summary CBS:

  1. Select the cash flow from the Cash Flow log.
  2. Select the gear menu (), and select the Properties option to open the Cash Flow Properties window (or the Cash Flow Properties worksheet).
  3. In the General pane, select Summary CBS.
  4. In the Curves pane, select Original Budget.

    The Original Budget window (Curve Type: Portfolio Budget) opens.

  5. Proceed to set up the following parameters:

Parameter

Description

Cost

Select an option (from the Distribute amount) from field list. The choices are:

  • Original
  • Shared
  • Approved

Currency

Select to open the Select Currency window and select the currency for the Portfolio Budget type curve. See Portfolio Budget Curve and Currency for more information.

Variance

Select Inflow or Outflow or leave the field empty.

To add Portfolio Budget (Shared Budget) curve for cash flow by Summary CBS:

  1. Select the cash flow from the Cash Flow log.
  2. Select the gear menu (), and select the Properties option to open the Cash Flow Properties window (or the Cash Flow Properties worksheet).
  3. In the General pane, select Summary CBS.
  4. In the Curves pane, select Shared Budget.

    The Shared Budget window (Curve Type: Portfolio Budget) opens.

  5. Proceed to set up the following parameters:

Parameter

Description

Cost

Select an option (from the Distribute amount) from field list. The choices are:

  • Original
  • Shared
  • Approved

Currency

Select to open the Select Currency window and select the currency for the Portfolio Budget type curve. See Portfolio Budget Curve and Currency for more information.

Variance

Select Inflow or Outflow or leave the field empty.

CBS

To add Portfolio Budget (Approved Budget) curve for cash flow by CBS:

  1. Select the cash flow from the Cash Flow log.
  2. Select the gear menu (), and select the Properties option to open the Cash Flow Properties window (or the Cash Flow Properties worksheet).
  3. In the General pane, select CBS.
  4. In the Curves pane, select Approved Budget.

    The Approved Budget window (Curve Type: Portfolio Budget) opens.

  5. Proceed to set up the following parameters:

Parameter

Description

Cost

Select an option (from the Distribute amount) from field list. The choices are:

  • Original
  • Shared
  • Approved

Currency

Select to open the Select Currency window and select the currency for the Portfolio Budget type curve. See Portfolio Budget Curve and Currency for more information.

Variance

Select Inflow or Outflow or leave the field empty.

To add Portfolio Budget (Original Budget) curve for cash flow by CBS:

  1. Select the cash flow from the Cash Flow log.
  2. Select the gear menu (), and select the Properties option to open the Cash Flow Properties window (or the Cash Flow Properties worksheet).
  3. In the General pane, select CBS.
  4. In the Curves pane, select Original Budget.

    The Original Budget window (Curve Type: Portfolio Budget) opens.

  5. Proceed to set up the following parameters:

Parameter

Description

Cost

Select an option (from the Distribute amount) from field list. The choices are:

  • Original
  • Shared
  • Approved

Currency

Select to open the Select Currency window and select the currency for the Portfolio Budget type curve. See Portfolio Budget Curve and Currency for more information.

Variance

Select Inflow or Outflow or leave the field empty.

To add Portfolio Budget (Shared Budget) curve for cash flow by CBS:

  1. Select the cash flow from the Cash Flow log.
  2. Select the gear menu (), and select the Properties option to open the Cash Flow Properties window (or the Cash Flow Properties worksheet).
  3. In the General pane, select CBS.
  4. In the Curves pane, select Shared Budget.

    The Shared Budget window (Curve Type: Portfolio Budget) opens.

  5. Proceed to set up the following parameters:

Parameter

Description

Cost

Select an option (from the Distribute amount) from field list. The choices are:

  • Original
  • Shared
  • Approved

Currency

Select to open the Select Currency window and select the currency for the Portfolio Budget type curve. See Portfolio Budget Curve and Currency for more information.

Variance

Select Inflow or Outflow or leave the field empty.


Last Published Monday, October 13, 2025