00:00 | Choose the financial scope and rent-roll model

Open Financials from Document Sections. Choose how much information this assignment needs. Skip Financials omits the analysis. Cap Rate and NOI keeps the valuation fields. Rent Roll Only focuses on tenancy. We will use Full Financials so the document includes the rent roll, income and expenses, and valuation. Select Full Financials, then choose Unit-by-Unit with Multi-Year Cash Flow. Unit-by-Unit keeps each tenant and vacancy separate. Multi-Year Cash Flow projects several years using assumptions. Other supported models suit different assignments. Choose the model from your source data rather than the number of output pages you want. After the rent roll opens, use Change Rent Roll Type only when you need to revisit that choice. Changing a model can affect its inputs, so review the existing data first.