Creating Properties

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In Analyst selecting the File Menu from the Toolbar and clicking on New, or clicking on the File New Icon, will open a basic template for a new Property in the Portfolio Pane. The only default settings are Currency (GBP), Dimensions (feet) and Equity Share (100%), these are all editable.

 

This is the only function of File > New.

 

The example shown below describes how to set up a basic property record and the following sections cover the other data elements to complete the record creation. Note at this stage the Property has not been attached to a Portfolio, see Creating Portfolios.

 

ToolbarFile  

MenuFileNewNormalProperty

 

MenuFileNew2

 

Once the details have been set up click OK. Then File > Save As option to name and save the file in the desired Folder. See Editing & Saving Files.