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How to create a Straight Line / Component Method (Custom) Funding Plan type to a study

This guide shows how to add a straight line/component method funding plan type using the Custom Contribution Strategy to a study

Create/add a Component Method Funding Plan using the Custom Contributions Strategy (1st Funding Plan)

1. Click on the Funding Plans section in the Study Editor

Click on request_quote…

2. Complete all the fields in the Analysis Financial Inputs form and click on the continue button

Click on Brian's Property…

Note: If there's already a funding plan in the funding plan section, click the + button to add a new one.

Click on add_circle

3. Complete the Title and Description (optional)

Click on Add Funding Plan…

4. Choose "Straight Line / Component Method (Auto Calc)" as the Type

For more info on funding plan types, see the Funding Plan Type Overview.

Click on Straight Line / Component Method (Auto Calc)

5. Choose the "Custom" contributions strategy

For more info on contribution strategies, see the Contributions Strategy Overview.

Click on Custom

6. Choose the "Offset Expected Contributions with Interest"

For more info on component funding approaches, see the Funding Approach Overview.

Click on Add Funding Plan…

7. Click on "ADD FUNDING PLAN" button

Click on ADD FUNDING PLAN

8. View the Straight Line / Component Method (Auto Calc) Funding Plan using the Custom Contributions Strategy

Click on Property test 52…
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