Analysis Data Form

In the Project window screen, select your property by clicking on the name of your project once and then click on the Analysis button.

A Project Analyses screen will show up. Click on the New Analyses button.

Changing a Analysis screen will show up with Analysis Parameters and Analysis Remarks tabs.

The Analysis Parameters tab is where you enter data for the analysis, and the Analysis Remarks tab is where the analysis description and comments is entered.

Analysis Parameters: Begin by entering an analysis title. The title is used to distinguish this analysis from others within the same project. Then use the reporting period spin box to select a reporting period in years. Next, enter the analysis date. This is the date from which all projections will occur for this analysis. Following the date, enter the beginning balance of the reserve account (as of the analysis date). Next, enter the rate of return (interest rate in percent) for the reserve account. You then enter the current annual contribution (total yearly amount input to the reserve account). Later, you can let Reserve Pro calculate it for you using minimum balance cash flow projections. Next, select the calculation method. This is a radio button field with two choices: Current Cost and Future Cost. With current cost, no inflation factor is applied to the replacement values of the components. With future cost, inflation is applied. The inflation is specified as a rate or as Construction Cost Index using radio buttons. If you select inflation, you must then enter a rate in percent. This rate will be applied to all components to determine their future costs. If you select CCI (Construction Cost Index), the CCI value given for each individual component will be used to determine the future cost of the components. CCI values are specified for each component on the component data form. During a calculation, if CCI is specified for the analysis and no CCI value is given for a component, Reserve Pro will alert you. Contingency allows you to enter a percentage of the current replacement value of the components. A period of years and months is then entered over which this amount is to be accumulated. A contingency will increase the annual contributions over its defined period of time. If loan payments and/or special assessments are necessary, they are defined by pressing the Loan or Special Assessment button. If deferred expenditures are necessary, they are defined by pressing the Deferred Expenditures button. Press the Annual Contribution Factors button to define the amounts by which the annual contributions are to be changed. Press the Category Filter button to define category filters so that only selected component categories will be used whenever this analysis is referenced.

Analysis Remarks contains a space for analysis remarks. This tab also contains a Spell Check button allowing you to check the spelling of the remarks.