YOU ASK
Our EstateMaster CC report changed after a new project cash flow was exported. Why did the consolidation pick it up?
propfessor.Companion exampleThe short answer
Inspect whether the consolidation uses “Use Latest” or “Use Fixed”. Use Latest selects the newest stored version for an identical Cash Flow Title. Use Fixed keeps the currently selected cash flows instead of automatically taking later exports.
SAME EXPORT TITLECurrentNewer
Use Fixed
01Retained
02Not selected
Use Latest
01Earlier
02Selected
Version selection can change what contributes.
Work through it
- Check the consolidation’s version-selection setting.
- Compare the selected version for each project with the reporting set you intended to use.
- For a fixed reporting set, deliberately select and verify the required versions. Do not assume the latest export is the approved one.
| New export under the same title | Documented selection behaviour |
|---|---|
| Use Latest | Selects the newest stored version |
| Use Fixed | Retains the currently selected cash flow |
This explains which versions contribute; it does not confirm that the underlying project figures are correct.
WHAT YOU CAN DO NOW
You can identify a version-selection change before investigating every project assumption.
What if I need an older version for just one project?
The documented workflow permits selecting a specific historical version of an individual cash flow. Verify the final selection across the portfolio before relying on the report.
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