Study Editor
Navigating the intricacies of the Study Editor
62 articles
Study Info
All the help center articles for the Study Info area of the Study Editor
- How to edit analysis or study detail for a studyIn this guide, you learn how to edit or update the analysis or study information
- How to add team members to a studyIn this guide, you will learn how to add team members to a study
- How to delete a team member from a studyIn this guide, you will learn how to delete team members from studies
Property
All the help center articles for the Property area of the Study Editor
- How to edit property data in a studyIn this guide you will learn how to edit property and building data for a study
- How to add a property cover photo or picture to a studyIn this guide, you will learn how to add a property cover photo or picture to a study
- How to add property contacts to a studyIn this guide, you will learn how to add contacts to a property.
- How to edit a property contact in a studyIn this guide, you will learn how to edit a property contact.
- How to delete a property contact from a studyIn this guide, you will learn how to delete a property contact from a study
- How to add buildings to the propertiesIn this guide you will find information about adding buildings to properties
- How to add a split to a propertyIn this guide you will learn how to add one or more splits to a property
Components
All the help center articles for the Components area of the Study Editor
- How to add a single component to a studyIn this guide, you will learn how to add a single component to a study
- How to add or import components to study using a spreadsheetIn this guide, you will learn how to add components from a spreadsheet to a study without components or with components
- How to add components from the Component DB to a studyIn this guide, you will learn how to add components from the Component DB (database) to a study
- How to add a photo(s) to a componentIn this guide, you will learn how to add photos or pictures to a component
- How to add a note or caption to a component picture in a studyIn this guide, you will learn how to add a note or caption to a component picture in a study
- How to remove or delete a component picture in a studyIn this guide, you will learn how to delete a component picture from a component in a study
- How to duplicate a componentIn this article, you will learn how to duplicate a component to reduce the need to input redundant information
- How to flag a component in a studyIn this article, you will learn how to flag a component in a study to review later
- How to remove or delete a component from a studyIn this guide, you will learn how to remove or delete a component from a study
- How to edit component and line items in Edit ModeIn this guide, you will learn how to edit line item and component data while in Edit Mode
- How to delete a component line item in Edit ModeIn this guide, you will learn how to delete a component line item while in edit mode
- How to search components in a studyIn this guide, you will learn how to search components in a study
- How to sort components in a studyIn this guide, you will learn how to sort components in a study
- How to filter by flagged components in a studyIn this guide, you will learn how to filter flagged components in a study
- How to edit multiple components (Bulk Actions)In this guide you will find information about how to edit multiple components at once using bulk actions
- How to flag multiple components in a study (Bulk Actions)In this guide you will find information about flagging multiple components with bulk actions
- How to delete multiple components from a study (Bulk Actions)In this guide, you will learn how to delete multiple components using bulk actions
- How to add comments to a componentIn this guide you will find information about adding comments to a component
Funding Plans
All the help center articles for the Funding Plans area of the Study Editor
- How to update the analysis financial inputsIn this guide you will find information about updating the analysis' financial inputs including Starting Balance, Inflation, Interest, etc.
- How to change the starting balance fora study (all funding plans)Visit Analysis Financial Inputs to update the Starting Balance for a Study
- How to change the inflation rate for all expenditures in a studyUpdate or change the inflation rate within any study
- How to add a 2nd, 3rd, and 4th funding plan to your studyIn this guide, you will learn how to add more funding plans after your first to a study
- How to change the funding plan settingsIn this guide, you'll learn how to update or change the settings for a funding plan
- How to edit name, description and how to show negative balances for a Cash Flow funding planIn this guide, you will learn how to edit the settings of a Cash Flow funding plan
- How to create a cash flow funding planIn this guide you will find information about creating a funding plan
- How to model a cash flow funding plan with the smooth contributions strategyIn this guide, you will learn how to model a cash flow funding plan
- How to model a cash flow funding plan using a stair step contributions strategyIn this guide, you will learn how to model a cash flow funding plan using the Stair Step contributions strategy
- How to model a cash flow funding plan determined by an ending balance targetIn this guide, you will learn how to create a funding plan using the ending balance target method
- How to create a Straight Line / Component Method (Auto Calc) Funding Plan type to a studyThis guide shows how to add a straight line/component method funding plan type using the Auto Calculate contribution strategy to a study
- How to create a Straight Line / Component Method (Custom) Funding Plan type to a studyThis guide shows how to add a straight line/component method funding plan type using the Custom Contribution Strategy to a study
- How to duplicate a funding planIn this guide, you will learn how to duplicate a funding plan
- How to view a comparison of funding plans for a studyIn this guide, you learn how to view a comparison of the funding plans for a study
- How to reorder funding plansIn this guide you will find information about reordering funding plans
- How to delete a funding planIn this guide, you will learning how to delete a funding plan from a study
Documents
All the help center articles for the Documents area of the Study Editor
- How to remove or delete a document from a studyIn this guide, you will learn how to remove or delete a document from a study
- How to rename a document in a studyIn this guide, you will learn how to rename a document in a study
- How to add document(s) to a studyIn this guide, you will learn how to add a document or multiple documents to a study
Reports
All the help center articles for the Reports area of the Study Editor
- How to add a report to a studyIn this guide, you will learn how to add a report to a study with and without a report
- How to add a new section to a report in a studyIn this guide, you will learn how to add a new section to a report in a study
- How to edit a section of a report in a studyIn this guide, you will learn how to edit the content of a section of a report in a study
- How to add report data tag(s) to a report in a studyReference study data in any report whether a specific financial number, chart or table using report data tags
- How to add/insert an photos in a section of a report in a studyIn this guide, you will learn how to add an image or images to a report section within a study
- How to duplicate a section of a report in a studyIn this guide, you will learn how to duplicate a report sections within a study
- How to hide a section of a report in a studyIn this guide, you will learn how to hide a section of a report in a study
- How to change the orientation or page layout for a report sectionThis guide describes how to change or set the orientation or page layout whether portrait or landscape
- How to delete a section from a report in a studyIn this guide, you will learn how to delete a section from a report in a study
- How to add or edit margins, header and footer for a report in a studyIn this guide, you will learn how to add or edit the margins, header and footer for reports
- How to change page setup settings for a specific section in a report in a studyIn this guide, you will learn how to edit the page setup settings for a specific section of a report in a study
- How to save a report as a templateAfter making changes to a report in a study, save it as as a new template in your company settings right from the Study Editor
- How to delete a report from a studyIn this guide, you'll learn how to delete a report from a study
Study Settings
All the help center articles for the Study Settings of the Study Editor