|
Fixed |
Class |
Description |
|
17 |
Enh |
We have made several expansions and improvements in the Unit Sales capability. First,
we have added the ability to plan Unit Sales by the Absorption Method in addition
to the current Discrete Method. When you enter the Unit Sales Dialog for the first
time, your sale plan for each Unit Type will now default to the Absorption Method
(if you want to plan sales for this Unit Type by the previous Discrete Method, just
click on the new Discrete CheckBox in the Unit Grid and the previous Discrete Method
grid will appear for your editing pleasure). The Absorption Method Grid asks for
the following Assumption Values for a Unit Type:
Unit Price
Total Units to be Sold
Unit Sale Start Date
Unit Sale Growth Rate
Units Sold per Month
Unit Standard Cost
Unit Sale Cost
Unit Sale Growth Rate allows the Unit Price to inflate at a specified
rate unique to this Unit Type. Units Sold per Month can be fractional (eg: 2.54
per month would result in a forecast of 2, 3, 2, 3, 2, units, etc until the Total
Units to be Sold amount is reached. Upon leaving the Unit Sales Dialog, these assumptions
are saved in a new rev-usa Page Type (one per Unit Type), and therefore are available
to you in Sensitivity and Risk Analysis.
|
|
17 |
Enh |
We have changed all the Reports in the Unit Sale Dialog so that the numbers now
reflect the values on the Unit Sales Parameters (rev-usp) Page, just as
the reports in planEASe itself always have. This means that all reporting now agrees,
even when the Parameter Page assumption values have been changed from the defaults.
To alert you to the effects of non-default Parameter values, when reports are affected,
the title bar caption is changed to show “Reports reflect Non-Default Parameters”
and the default Report Commentary shown when printing reports shows the status of
all non-default Parameters.
Additionally, when processing reports for a Unit Sales
Assumption Set using Non-Default Parameters in planEASe itself (NOT in the Unit
Sales Dialog), the default Report Commentary has been adapted to show the status
of all non-default Parameters.
|
|
17 |
Enh |
You may now edit all Unit Sales Parameter Assumption values within the Unit Sales
Dialog by accessing the new menu choice: Edit/Edit Parameters ...
|
|
17 |
Enh |
We have added a new Unit Sales Parameter: the Parameter Application Offset.
This value, measured in Months from the Date of Acquisition, negates application
of any Parameter Values (Price and Cost Multipliers as well as Price and Cost Inflation,
but excepting the Absorption Schedule Stretcher described below) for all
Sales and Costs occurring before the named number of months after Acquisition. This
facilitates posting (and maintaining) actual costs and sales and only applying Parameters
to costs and sales scheduled for the future.
|
|
17 |
Enh |
We have added another new Unit Sales Parameter: the Absorption Growth Override,
which may be set to Yes or No. If set to Yes, the Unit Sale Growth Rate
for all Units planned by the Absorption Method will be ignored, and the Price Inflation
Rate Parameter Value will be used instead. This allows you to apply the
Price Inflation Rate to all future sales, whether planned by the Absorption Method
or the Discrete Method, which may well be useful in Sensitivity and Risk Analysis.
|
|
17 |
Enh |
We have added yet another new Unit Sales Parameter: the Absorption Schedule Stretcher,
which allows you to stretch (or contract) the schedule for all Unit Sales planned
by the new Absorption Method. You can do this for individual Unit Types by changing
the Units Sold per Month on the Unit Sales Revenue
Page (Absorption), but
this Parameter varies ALL Absorption Sale Schedules at the same time. Entering 10 here means that all Absorption Schedules will be 10% longer in time, while minus
20 means they will be 20% shorter than specified. The actual calculation involves
planEASe changing the Units Sold per Month by the entered percentage for
each Unit Type. Thus an entry of 50% Longer would cause a Units Sold per Month
of 2.54 to be computed as 2.54/1.5 or 1.69 Units Sold per Month. The maximum
stretch allowed is 200%, and the maximum contraction is 50%. This Parameter applies
from the beginning of the Absorption Schedule(s) no matter what the Parameter Application
Offset value is.
Whether you are using the Absorption Schedule Stretcher or not, if you
are performing a Unit Sales Analysis, planEASe in version 17 and following will
automatically stretch the Holding Period and adjust the Date of Acquisition to assure
that all scheduled sales and costs will occur within the Holding Period. If these
adjustment(s) occur within the Unit Sales Dialog or during calculations of an Audit,
Detail or Basic Analysis, you are notified of the adjustments by a status message
and the actual Assumption Values are changed at the Assumption Edit Screen. If the
adjustment(s) occur during Sensitivity or Risk Analysis, they occur without notice,
and the original values are restored following the Analysis.
|
|
17 |
Enh |
We have added a Project Draw Loan Report to the Reports Menu in the Development
Spending Dialog.
|
|
17 |
Enh |
We have added the Interest Cost for the Draw Loan to the Project Cost Summary Report
in the Development Spending Dialog.
|
|
17 |
Enh |
We have eliminated the File Open/Save Capability within the Development Spending
and Unit Sales Dialogs
because it was redundant with the ability to open and save Assumption Sets.
|
|
17 |
Enh |
We have made all reports on the Reports Menu available when using the Partnership/LLC
Models, so you will no longer have to Convert Assumptions back
to the RU Series to get Income Statements. Affected reports now have a Report Commentary
warning that the report has not been adapted for the effects of Group Investments,
and the tax section of the Income and Annual Statements is not available when using
the Partnership/LLC Models.
|
|
17 |
Bug |
If you entered Sale Costs of more than 100 (so it was interpreted as a dollar amount
rather than a percentage), the Cost of Sale in the Sale Proceeds area of the Income
and Annual Statements was 12 times the entered amount. No other amounts or calculations
were affected. Introduced in version 15 and fixed in version 17. Thanks to Jim Campney,
CCIM
|
|
17 |
Bug |
If you used Continuation Pages or SubPages in planning Expenses, then reimbursed
those Expenses for some or all leases, set planEASe to view reimbursements separately
at File/Preferences, and then asked for Reimbursement Details for the Income Statements,
Annual Statements, APOD or Detail Revenues, the Expense Titles were wrong. Introduced
in version 15 and fixed in version 17.
|
|
17 |
Bug |
If you had Passive Losses, and chose to carry them forward, the amount shown the
the Income and Annual Statements in the (Cum Suspended Losses) line was wrong. This
line is simply an information line and does not affect any measures or other information.
Introduced in version 15 and fixed in version 17. Thanks to Mark VanArk, CCIM
|
|
17 |
Bug |
Some Assumed Loans with Continuation Pages did not compute correctly, placing the
continuation steps wrongly in the future. Introduced in version 16 and fixed in
version 17.
|
|
17 |
Enh |
The planEASe Help System has received a major update making it completely compatible
with Vista, providing improved Help and new navigation capability.
This what it looks like in Version 17 when you press "F1" at the Assumption Edit
Screen. Note the Tree Structure on the left side of the window, allowing you to
quickly access any area of the help. Click on the Index tab above and a
huge index file allows you to look up virtually any reference you want. All areas
of planEASe Help work as before, only better ... MUCH better. |
|
17 |
Enh |
As with previous updates, a new Version 17 planEASe Manual is included, and a PDF
version of the manual is installed at Start /All Programs /planEASe /planEASe Manual.
For the last two versions, the PDF has been bookmarked for fast and easy access
to individual manual sections. This year the bookmarks continue, and we have added
links for even easier navigation within the document.
To use these links successfully, you should modify your Acrobat Reader toolbar to
add buttons for Previous View (back) and Next View. Within the
Reader, choose Tools / Customize Toolbars... and scroll down to the Page
Navigation Toolbar area. Ensure that it is checked, and then check the
Previous View and Next View Icons to add them to your toolbar.
Now you're all set to skip about in our documentation.
In version 17, you also can access the PDF Manual from the Help Menu with the new
Menu Option Help / planEASe PDF Manual which automatically brings up the
linked and bookmarked Manual in the Acrobat Reader. |