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In the Options dialog box, you can set up projection options to identify your preferences for the Cash Projections Viewer. The preferences affect the default values you see when you create a new cash projection manually, along with the Cash Projections Viewer data you can view for processed projections..

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In the Options dialog box, you can set up your projection preferences to use in the Cash Projections View tool.

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WRITERS NOTE: Can I add: If you clear the check box, the projection is a gross amount and includes tax withholding. Is Project Net Dividends field the same as the field in Global Process panel named Include Tax Reclaims - Adjustment?

WRITERS NOTE: what is included if cleared?

OptionDescription
Projection summary query
Autorefresh data every XX secondsSpecifies, in seconds, how often the system refreshes the data. To enable this option, you select the check box and specify the number of seconds after which to refresh data. The default value is 60.
Show projections with 0 amountIndicates whether to display projections that have a zero value. Select the check box to show projections with a zero value. Otherwise, clear the check box to hide projections with a zero value. In that case, you no longer see those projections in the Project Detail tab or in reports based on the projection data.
Period durationIdentifies the number of days in the cash projection period. This value affects the default value calculated as the Report End Date. For example, if you enter a value of 30 days, the cash projection period is 30 days from the specified Start Date. The default value is 30.
Create projection
Default scheme

Identifies the Eagle Accounting solution to use for the cash projections. Options include:

  • ESTAR. Default. Uses the ESTAR database for Eagle's investment accounting solution.
  • ISTAR. Uses the ISTAR database for Eagle's insurance accounting solution.
Project Net Dividends

Select the check box to create projections net of withholding tax. The check box is selected by default.

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Write log on calculation projectionSelect the check box to record a log of projection activity. The check box is cleared by default.
Pending ActionsSelect the check box to include corporate actions with a Pending status in the projection, along with corporate actions with a Released status. The check box is cleared by default.
SMF Projections

Select the check box to include future corporate actions based on SMF data in the projection, along with corporate actions with a Released status. The check box is selected by default.

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