Cash Flow Templates

Cash flows can be created and saved as templates. By creating a cash flow template, users are able to apply the template to a project budget using the apply template functionality and have a project's cash flow up and running quickly. The project manager will then update the necessary fields. Cash flow templates are based primarily on budget templates. For more information on adding budget templates, see Working with Budget Templates. The cash flow templates feature also allows you to incorporate schedule templates, which gives you the ability to link budget line items to project schedules or master tasks.

The following topics are included in this section: