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).

Filename for the Publish Analysis

• 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.

Location

• defaults to the location you have entered in the APOD, and is used to link to any Map and Pictures you have uploaded to the Web. Therefore, if you do not intend to have a map or pictures for the analysis the entry here is irrelevant. If however, you want to link the analysis to the map or pictures for another previously published analysis, you should ensure that the location entered here is the same as the location for that analysis.

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.

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

• returns to the planEASe session to proceed with further analysis.

Add a Google Map

• From the planEASe software select File/Publish
• In the Publishing Information dialog fill in the map address as completely as possible (this will be a goggle map).
• The map description will be shown above the map.
• If you do not have any photos or embeded slide show's, the map will be on the initial summary screen.

Embed a Slide Show into planEASe published analysis

Big Steps

• Create Content from planEASe (Word Doc, PowerPoint, or PDF)
• Upload content to a service(Office 365, SlideShare, etc)
• Copy embed code from provider
• Paste embed code into 'Description shown on Summary' area during File/Publish to Web process

Detailed Steps

Upload content to a service

There are multiple services that can be used. Microsoft Office Word and PowerPoint Online (http://www.live.com), enables you to upload files you create on your computer and then share the content with an embed code. Another service is www.slideshare.net which uploads more formats. Here is a pie ace from their about page "SlideShare was founded in October 2006 and acquired by LinkedIn in May 2012. It allows users to easily upload and share presentations, infographics, documents, videos, PDFs, and webinars. In Q4 of 2013, the site averaged 60 million unique visitors a month and 215 million page views. SlideShare is among the top 120 most-visited websites in the world."

Copy embed code

• To get the code from Microsoft Office Online select File/Share, choose embed, and generate the code.
• To get the code from SlideShare you need to view the slide show from their site, click the Share icon, select embed and copy the code.

Paste embed code

From the planEASe software select File/Publish, in the Publishing Information dialog paste the embed code into the 'Description shown on Summary' area. You can still add your own commentary above and below the embed code.

Create Content - Three Methods

1. Create Content as PDF - Needs PDF print driver on computer, and works with SlideShare, but not Office Online. (Difficulty level easy)

• Go to a report, sensitivity analysis, or risk analysis
• Select Print to an installed PDF print driver, and create a file name for the .htm file on your computer.
• Go to another report, sensitivity, etc. and add this report to the previously created file. Each PDF print driver has their own process for appending.
• Repeat for all report, sensitivity, etc. that you want to included.

2. Create Content as Word Document (Difficulty level easy)

• Go to a report, sensitivity analysis, or risk analysis
• Select Print/Save as Web Page, and create a file name for the .htm file on your computer.
• Go to another report, sensitivity, etc. and select Print/Save as Web Page. Save it over the same file name previously created, like it is going to be replaced. A choice of "Append or Replace" will appear, choose Append.
• Repeat for all report, sensitivity, etc. that you want to included.
• Open Microsoft Word and open the .htm file created through planEASe.
• To included the graphs in the word .docx file online the links need to be broken. In the current word program select File/Info and 'Edit Links' will be available on the list in the right panel, where you can break the links and embed them into the word document.
• Add commentary, customize as needed, including items not from planEASe.
• Save file as a .docx word file

3. Create Content as PowerPoint (Difficulty level moderate, but most control)

• Go to a report, sensitivity analysis, or risk analysis
• Select Print/Export
• Choose CSV (Comma Delimited) for data tables, and Metafile (Vector) Format for graphs. Also, choose Windows Clipboard (like choosing copy).
• If Graph - Switch to your PowerPoint Slide Show and with a content slide, click the side of a content box, select Paste/Paste Special, and select Picture (Windows Metafile).
• If Data - Switch to your PowerPoint Slide Show and with a content slide, click the side of a text box, select Paste.
• Add commentary, customize your slides as needed, including items not from planEASe.

• 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.

• 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

• 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.

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

• 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.

• Select edit for the file and details about it show at the bottom of the screen. The password and style for the web publication analysis can be changed here. The default style is always chosen when first published. To change the style, pick one from the "Choose a Style" list and click the "Change Style" button. The styles are created with through the "Styles" button at the top. Select "Help" at the top right of the screen for details.

• The styles area enables customization of the web publication look. When the first web publication is created the "default" style is created at the same time. The default style can be edited, but cannot be deleted. Each web publication will start with the default style as its style. Many styles can be created, and through the web publishing list each web publication can be assigned a different style. To create a new style use the "Save Style As" with a new name, then edit the new style. Select "Help" at the top right of the screen for details.

• The planEASe Web Publication Service uses the TitlePages word processor at Reports / TitlePages to create, format and save the description text for your Web Published Analysis. Any pictures entered into the TitlePages document are NOT uploaded. Any text you create can and should be saved with the Assumption Set so future publications of that analysis will retain the text. Description text entered with TitlePages is associated with the individual published analysis (not the location).

The result of the web publishing process is a WebSite displaying your analysis, and you can direct clients and colleagues to it by distributing the URL of the Summary Page for the particular analysis. For instance, to include a link in an Outlook e-mail:

• go to your analysis Summary Page
• copy the “http://www...” text from the browser address bar
• type and highlight “Please go to my analysis” in the email body
• pull down the Insert / Hyperlink menu option, and
• paste the copied “http://www...” text into the URL TextBox.

If you have protected the analysis with a password, consider including it in the e-mail. You can, of course, distribute the link in other locations, such as your own WebSite, a LinkedIn message, Facebook, LoopNet listing, etc.