Note: The analysis must be populated with at least 1 component to create a funding plan.
1. Click on the Funding Plans section in the Study Editor
2a. If there's no Funding Plan already created, complete all the fields in the Analysis Financial Inputs form
2b. If there's already Funding Plans created, click on the add new funding plan button
3. Complete the Title and Description of the funding plan
4. Choose "Cash Flow" for the type of funding plan
For more info on funding plan types, review our Funding Plan Type Overview.
5. Choose how you want Ending Balances that go below $0 to show
You can choose between Negative balances or Unplanned Special Assessments
6. Toggle the apply component method on or off
7. Click con Add Funding Plan button
8. View and start modeling the Cash Flow funding plan
