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There are several ways you can create cash projections. The method you select determines whether you can schedule that cash projection to run on a regular basis or if you are running it on a one time basis. If you want to:

  • Create and run a cash projection on a one time basis, you can use the Create New option in the Cash Projection Viewer to open the Create Projections tab. You can use this tab to set up and run the cash projection and display it in the Viewer.
  • Schedule the cash projection to run on a regular basis, you must create panel profiles in order to add scheduled events for cash projections. You can use the Create Projections panel to create a panel profile.
  • Create and run a cash projection on a one time basis using global processing, you can use the Create Projections panel to set up .


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Create a Cash Projection Manually

You can create a new cash projection manually in the Cash Projection Viewer. If you want to use different criteria for the projection later, you must create a new projection with new parameters. You can create or delete projections at any time.

To create a cash projection: 

  1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
  2. Enter Cash Projections Viewer in the Start Search text box.
  3. Click the Cash Projections Viewer (Accounting Center) link to access the Cash Projections Viewer tool. You see the Cash Projections Viewer workspace. 
  4. In the Cash Projections Viewer tab, click Create New.
    You see the Create Projections Viewer tab. 
  5. Complete the options.
  6. Click Create.
    The system generates the projection based on your criteria and it appears in the grid. 


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WRITERS NOTE: is this the permanent name? For all other Create wizards, the final button is Save XX. Or save. Do we want Submit here?