Publish To Web

The File / Publish To Web Menu Option at the Assumption Edit Screen allows you to upload your analyses to your personal analysis website (maintained for you by planEASe) so that you can direct other people to view your analyses in their browsers. Once you have published an analysis, you can email a link to the analysis to clients or colleagues so that they can view the analysis later, or simultaneously with you. Optionally, analyses can be password protected at two levels. If you are viewing the analysis together with another person, the publishing process is so quick that you can make assumption changes, replace the published analysis, and refresh the browser page to view the new analysis well within ten seconds. Published analyses can be viewed in any of the major available browsers (Internet Explorer, FireFox, Chrome and Safari).

What you can publish: Investment Analysis (Apartments, Offices, Retail, etc.) Development Analysis Unit Sales Analysis Tenant Representation Analysis Owner Representation Analysis Partnership / LLC Analysis (if you have the Partnership / LLC Models) Portfolio Analysis (if you have the Portfolio Extension)

Maps and Pictures can be uploaded for any of these analyses. Monthly Details are available if you have the Monthly Extension Contents of the TitlePages Document (if any) are uploaded under the Description Tab

What is published: Investment Analysis (Apartments, Offices, Retail, etc.) The details of the published Income Statement depend on your settings for the Income Statement in planEASe. If you have set the Revenues ListBox below the Income Statement in planEASe to Total, the published statement will not have any detail for individual revenues (lessees, units, etc). If the Revenues ListBox is set to Detail, the Statement will show the individual Lessees (and allow drill-down to the individual leases and reimbursements). This choice is permitted so that you can choose whether to display the revenue details or not, depending on what you want the viewer to be able to see. The contents of the other ListBoxes and CheckBoxes below the Income Statement are treated in the same way, so that, for instance, unchecking the After Tax Check Box eliminates any tax considerations from your published Income Statement.

The APOD Report is shown for these Analyses, as is another report, the Comparative APOD, which is not available in planEASe. This report shows the difference between the APOD and the Annual Statement for the first year of the Analysis, thereby highlighting the changes assumed in the analysis during the first analysis year. The Annual Statement for any year can be viewed by clicking on the year number in the title bar of the Income Statement. Explanations of the various Ratios and Measures can be viewed by clicking on the Ratio / Measure Name. These explanations use the same numbers as in your analysis, for ease of understanding.

planEASe also publishes the Assumptions Report for your analysis under the Assumptions Tab. The Show Page Notes and Refer Revenues CheckBoxes under the Assumptions Report in planEASe control whether the page notes are published and whether the revenues are published.

Development and Unit Sales Analysis In addition to the Income Statement and Assumptions Report (details controlled as described above), development assumption sets publish the reports you see in the Unit Sales and Development Spending Dialogs. These reports are listed in separate tabs. The APOD Reports are not shown for Development and Unit Sales Analyses

Tenant and Owner Representation Analysis These analyses have a special Summary Page format on the Web, and the Income Statement and APOD is not available. However, details for each of the lease alternatives in the analysis are there, as they are in planEASe.

Partnership / LLC Analysis In addition to the Income Statement, APOD and Assumptions Report, Partnership / LLC Published Analysis includes Horizontal and Vertical Basic Analysis Reports (Annual and Monthly).

Portfolio Analysis In addition to the Income Statement and APOD, the Assumptions Report shows the Portfolio Assumptions (rather than the Assumptions Report for the Base Assumption Set as in planEASe). A VERY unique capability here is that, if the analyses for the included Assumption Sets in the Portfolio have been published, the names of the published included Assumption Sets will be shown as a link and, when clicked, the analysis of the clicked included Assumption Set will open in a separate window in the browser (together with all the drill-down lease analysis for that analysis).

When using this capability, the analyses for the included Assumption Sets should be saved using the Portfolio Assumption values (that is, the Portfolio Holding Period, Acquisition Date, etc) rather than the assumptions in the included Assumption Set so that the cash flows will match those in the Portfolio Analysis.

How to Publish: To publish an analysis, access the File / Publish To Web Menu Option at the Assumption Edit Screen. The Publish Analysis As Dialog that appears then allows you to set the name of the published analysis. The name defaults to the current Investment Name (or Portfolio Name), but you can click on any of the currently published names to use them, or simply type in a new name. Whichever choice you make, planEASe eliminates any spaces (and other non-alpha characters) and uses the resulting name. If the name chosen is the same as a previously published filename, you will be asked if you want to replace the existing file. If you are already viewing the published analysis in your browser, replacing the file allows you to simply refresh the browser page after the upload, facilitating assumption changes in real time.

Following this, planEASe shows the Publishing Information Dialog:

Location defaults to the location you have entered in the Assumption Set Specification's Property Location which also shows in the APOD report, and is used to link to any Documents and Photos you have uploaded to the Web, and is also shown in the top title and summary area of the published financial analysis website. All websites published with the same location name will have the same Documents and Photos shown.

Map Address defaults to the address you entered for this analysis previously (if any). This address is used to obtain a map for the property, and should contain appropriate information to define the map, such as City / State / Zipcode. Alternatively, you may enter the Google Map Longitude / Latitude coordinates here. To obtain Google Map coordinates, right-click on the map location desired, choose “What's here” from the menu and copy the coordinates from the Google search box (for example: 41.879387,-87.625004).

Map Description allows you to (optionally) enter as many characters as you want to be shown above the map.

Password allows you to (optionally) protect access to your analysis with a password. If you choose to do so, none of the analysis will be visible on the site until the password is entered. If you do enter a password, checking the APOD access checkbox below in the Dialog tells the site to show the Analysis Summary Page and APOD without entering the password, only blocking access to the projections until the password is entered.

Description allows you to enter any text desired to be shown on the summary page for the published analysis.

Following entry of the Publishing Information, pressing the Publish Button begins the upload. After completion, you are given the following choices:

Go To Analysis simply opens your browser to the summary page of the published analysis (or the Enter Password Dialog if password protected). Once you are looking at the summary page, you can copy the page address from the top of the browser window and paste it into an email that you can send to any clients or colleagues you want to be able to access the analysis. If the analysis is password protected, consider adding the password to the email.

Go To Publishing Center opens your personal Web Publishing Center where you can manage your published analyses. You can also access the your Publishing Center at any time by using the File / Web Publishing Center Menu Option at the Assumption Edit Screen. When at your Publishing Center, you can view or delete your published analyses, adjust your color and font settings, upload pictures, upload your logos, specify map settings, and more.

OK simply returns you to your planEASe session so you can proceed with further analysis.