E-learning Topic ~ Web Publishing

The planEASe Web Publication Service is a simple-to-use system that will essentially create a website from your analysis, so you can present your analysis over the web.

+/- What does Web Publishing mean?

+/- What does website look like?

+/- What you can Publish?

+/- How to Publish?

1. Create an analysis to publish.
2. Publish the analysis by selecting File / Publish to Web.
3. Options to choose:

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.

4. Press the Publish Button to 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

returns to the planEASe session to proceed with further analysis.

+/- 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.

+/- Customizing the Web Published Analysis

Choose style for analysis from Publishing List (from Web Publishing Center)

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.

Create/Modify Styles with colors and logos (from Web Publishing Center)

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.

Add a Google Map (from Web Publishing Center)

Click the Map and Photos Button at the top of the Web Publishing Center, and choose a location from the Choose a Map/Photos Location ListBox. When you do so, the line changes to say Now editing XXX where XXX is the location name.

To add a map, click on the Go to Google Maps link on the left side of the screen. When the Google Map screen appears, enter the information necessary to show the map you want to show with your analysis. Once the map is displayed, click on the word Link that appears at the top right above the map. The link information then appears in a window in the top area of the map. Copy and paste that link information into the field called Google Map in the Web Publishing Center. If you want, you can add a Caption that will show above the map in the TextBox below the Google Map field.

You can upload photos for the location by pressing the Browse Button on the right section of the screen to find a photo and then the Upload Button to upload the found photo. Only images files are allowed (PNG, TIF, JPG and GIF), and the total space allowed for all files for all locations is 10MB. The order of the photos is set by the order of uploading. Once uploaded, images may be deleted by selecting them in the Photos Already Uploaded ListBox and pressing the Delete Image Button above the picture.

When finished entering map and photo information, press the Save Changes Button to save your work. At any time, you can press the Delete Location Button to eliminate the location from the Current Map/Photos Location ListBox.

Adding Extensive Descriptions (from planEASe Desktop)

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).

+/- How to distribute the Web Published Analysis