Add Cash Flow to Categories

  • If you do not set the cash flow for each category, the system will automatically set the cash flow to linear distribution (equal distribution of dollars in every month).
  • A cash flow cannot be created until a schedule is defined and a budget is entered.
Cash Flow Popup

To add cash flow to categories

  1. Go to the desired scenario.
  2. For more information, see Access Project Scenarios.

  3. Double click the schedule bar to set the cash flow for the category.
  4. The Cash Flow for [Category] popup window displays.

  5. Click Apply Curve to populate the dollar fields per month located in the upper left corner of the window.
  6. The dollar fields are appropriated according to the selected cash flow curve.

  7. To view cash flow for different curves, click the drop-down list next to the Show Curve check box and select the desired cash flow curve.
  8. Click Apply Curve.
  9. Click Save.

*There are six tasks for creating scenarios that need to be following in sequence. This is task 5 of 6. The next task is Publish Scenarios.

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