Cash Flow Component

Owned by amani imtiyas
Last updated: Feb 21, 2024
2 min read

This article contains:

1. Overview

  • This component will track the actual spending of a project against the baselined expenses for each month. 

  • This will be presented in the form of a chart which will show the monthly breakdown of actual vs baselined expenses as bar charts whist the cumulative figures will be displayed as line charts.

  • The component will provide a clear visualization of how the project budget is utilized on monthly basis by showing a comparison of actual expenses occurred during the span of a project against the baselined expense figures.

  • The front-end view of the component will be as follows:

Figure 1.1

2. Configuration of Cash Flow component

Figure 2.1

  1. Title – A title can be added to the component, which will display above the component on the dashboard.

  2. Description – You can add a description to the component. Description will be visible above the component on your dashboard.

  3. Period From & Period To - Budget values within only this time period will be extracted.

  • You can click on Save button to save the changes.

  • You can configure the fields to be shown for the ‘Cash Flow’ on your dashboard by clicking on the configure icon of the ‘Cash Flow’ component.

  1. Field Name - Refers to the field name in cammsproject.

  2. Label Name – Refers to the field name to be displayed on the front end of the cashflow chart, you can edit this as per your choice.

  3. Visibility – Tick the visibility check box to make the fields visible on the dashboard. The check boxes will be un-ticked by default.

  4. Series Color – You could select the color for the chart by giving the hexadecimal value of the color.

  5. Series Type – You can select the type of the chart to be displayed on the dashboard.

Note: You can click Save button to save the changes.

 

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