Set Up Projection Preferences

Owned by Nancy Cohn (Deactivated)
Last updated: Jun 30, 2023 by Jacob Mathews (Deactivated)
2 min read

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..

To select projection options:

  1. In Accounting Center, in the left navigation pane, click Reports > Cash Projections Viewer. 
    You see the Cash Projections Viewer workspace. 

  2. On the Cash Projection Viewer tab, in the General group, click Preferences. 
    You see the Options dialog box.

  3. Complete the options in the dialog box. 

  4. Do one of the following:
    - To save your changes, click OK.
    - To clear your changes for the session and exit without saving, click Cancel.
    - To clear your changes and replace them with the default settings, click Restore Defaults.

Options Dialog Box Options

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

Option

Description

Option

Description

Projection summary query



Autorefresh data every XX seconds

Specifies, 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 amount

Indicates 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 duration

Identifies 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.

Write log on calculation projection

Select the check box to record a log of projection activity. The check box is cleared by default.

Pending Actions

Select 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.