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Company Level Cash Flow Log

The Company level Cash Flow log lists all the Roll up Cashflow curves.

When you select a Company level Roll up Cashflow curve, in the Company level Cash Flow log, the gear menu () becomes active. Use the gear menu to:

• Open

  Open the selected Company level Roll up Cashflow curve worksheet. See Company Level Cash Flow Roll up Curve Worksheet (Standard View) for details.

• Copy

  Copy the information of the selected Company level Roll up Cashflow curve to create a Company level Roll up Cashflow curve. When you select this option, the New Roll up Cashflow window opens, which lets you change the copied information to create a Company level Roll up Cashflow curve. The Name field will contain the name of the copied, or selected, Company level Roll up Cashflow curve with the word "Copy" added at the beginning of the name.

• Delete

  Delete one or more Company level Roll up Cashflow curves.

• Status
  • Active
  • Inactive
• Permissions

  Open the Permissions window and add permissions for the Company level Roll up Cashflow curve, or the Company level Roll up Cashflow curves, that you have selected.

  In the Add field box you can type in the name of the user, users/group, or group.

  You can select to view (View drop-down list) Users, Users/Groups, or Groups.

  Use the Find on Page icon to search and find users listed within the Permissions window.

  Use the arrow (lower-right side) to go to the next page. When finished, select Save. To discard changes, or to close window, select Cancel.

  Click Select to open the User and Group Picker window. This window lets you select users, groups, or both from the View drop-down list (Users/Groups, Groups, Users) and see pertinent details about your selection, as explained below:

  • Users/Groups: Displays the Name and Company information for the Users/Groups, in two columns.
  • Groups: Displays the Name information for the Groups, in one column.
  • Users/Groups: Displays the following information for the Users: Name - User Type - Company - Employee ID - Title - Department - Manager Name

  When finished, select Done. To discard changes, or to close window, select Cancel.

• Properties

  Open the Roll up Cashflow Properties window. In this window, you can modify the general, status, data sources, and time scale information of your selected Company level Roll up Cashflow curve.

When you select more than one Company level Roll up Cashflow curve in the Company level Cash Flow log, the gear menu () becomes active and lets you just delete the selected Company level Roll up Cashflow curve.

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Last Published Monday, October 13, 2025