Menus, Panels & Toolbars

Article contents:

• Header Menu
• Profile
• Logout
• Property Summary Metrics
• Section Navigation Panel
• Section Tab Menu
• Tab Tools Menu
• Row Tools Menu
• Paging
• Search

Header Menu

Home (Folder)

Clicking  navigates the user to the Folder Explorer tab in the Folder section and deactivates the currently active folder and property.

Active Folder Path

The Active Folder Path displays the currently active folder. If the entire path is not visible due to length, "..." will appear. Hovering over the Active Folder Path will display the entire path name.

Property List

Keyboard shortcut: Ctrl + Alt + E

The Property List is a drop-down combo box menu of the properties in the current Folder (Property List tab). The currently active property is displayed. Selecting another property from the combo box navigates to the same location in rDCF for the selected property.

Property Snapshot

Keyboard shortcut: Ctrl + Alt + S

Clicking  creates a Snapshot of the current property. The Snapshot represents a copy of the property data that may be used to (i) share with other users/organizations and (ii) backup desired property files.

Property Underwriting Workbook

Keyboard shortcut: Ctrl + Alt + U

Clicking  initiates the creation of an Underwriting Workbook for the active property which is an Excel file that provides:

• Presentation style reports
• Valuation metrics
• Underwriting metrics
• Debt and equity (waterfall) analysis

When initiating an Underwriting Workbook from the Header Menu, the user is unable to edit parameters for creation of the workbook (as opposed to initiating the Underwriting Workbook from the Property Settings tab, in which case parameters for creation of the workbook may be edited).

Calculate

Keyboard shortcut: Ctrl + Alt + C

Clicking  initiates a calculation of the active property.

Read more: Calculate Property & Calculation Statuses

Section & Tab Walkthroughs

Click  to view available walkthroughs, that walk the user through basic rDCF functionality. The available walkthroughs are based on location in the application.

Bold walkthrough titles and viewable numbers indicate a walkthrough has not been viewed.
Previously viewed walkthroughs appear in normal font and are always available for repeat viewing.

Profile (User)

 allows users to edit First Name, Last Name, eMail Address and Password.

Password Requirements:

1. Minimum of 12 characters
2. Must contain at least one upper case and lower case letter
3. Must contain at least one of the following special characters: -#!$@£%^&*()_+|~={}[]:";'<>?,.
4. Must not contain any part of your email address

Logout

Click  to log out of rDCF.

Note: Logging out is recommended when not actively using the application. Automatic log-out will occur after 60 minutes of inactivity.

Property Summary Metrics

The Property Summary Metrics appears on the left hand side of the header menu below the folder path.  Click the arrow to open the Property Summary Metrics for the current, active property (as displayed in the Header Menu). The summary displays the following: 

• Default Valuation Scenario Name
• Property Value (last calculated)
• Terminal Cap Rate
• Discount Rate
• Yr 1 Occupancy
• Property Area (when the selected property type is residential, this displays the number of units)
• Weighted Average Lease Term (Commercial Properties only)

The Property Summary Metrics displays the last calculated values for the active property. If the active property has never been calculated, the metric fields will be empty.

Section Navigation Panel

The Section Navigation Panel is the vertical menu on the left that provides access to the main areas of rDCF.

Ctrl + Alt displays the alpha keyboard shortcuts.

Hovering the cursor over a section icon displays the section title.

The Section Navigation Panel will vary depending upon whether the Property Type is Commercial vs. Multifamily vs. Hospitality. The image below reflects the Section Navigation Panel for a Commercial property.

Section Tab Menu

The Section Tab Menu is the horizontal menu across the top of each section that provides access to the relevant screens associated with the section.

Ctrl + Alt displays the numeric keyboard shortcuts.

Tab Tools Menu

The Tab Tools Menu is the horizontal menu located at the top-left side of each section tab. The contents of the Tab Tools Menu may vary depending on the currently active section/tab, including the following:

 (Add) inserts a new row at the bottom of the existing rows.

 (Excel Import) imports values from an Excel template.

 (Excel Export) exports the records for the active tab to Excel.

(Tenant Cash Flow Report) runs the Tenant Cash Flow Report (available only from the Rent Roll screen)

(Show or Hide Columns) allows a user to select which columns are visible or in-use. Select and click the "X" in the upper right corner to apply the changes and exit the pop-up window. Show or Hide Columns is available only for the Rent Roll and Market Lease tabs.

Note: Hiding unused columns is recommended to facilitate navigation.

(Paste to Selected Rows) pastes the contents of a copied field to the same field within rows that have been selected by checking the box to the left of the row.

(Delete Selected Rows) deletes the rows that have been selected by checking the box to the left of the row.

Note: Upon pressing this button, the user will be prompted to either cancel or confirm the deletion of the selected records.

(Show Selected Rows) filters the screen to display only those rows for which the box to the left of the row has been checked.

Row Tools Menu

The Row Tools Menu will vary depending upon the active section/tab and is accessed by right-mouse clicking anywhere on the row (i.e., record).

Copy Cell copies the contents of the active cell (i.e. field) and holds the copied data on the clipboard until pasted into the same cell (field) on a different record. The copied data may be pasted into the same cell in (i) a single record by using the "Paste Cell" command on the Row Tools menu; or (ii) multiple records simultaneously by selecting the records into which the data is to be pasted by clicking the box to the left of the record and then using the "Paste to Selected Rows" command on the Tab Tools menu.

Paste Cell pastes the data previously copied to the clipboard using the Copy Cell command into a the same cell on a different active record.

Move Row will move the record to a different location. Enter the desired destination row number for the record and press the "Move" button. The record will now appear in the desired location.

Duplicate Row creates a new record that is a copy of the active record. The new record is inserted below the active record and is auto-assigned a default Code where duplicate Codes are not allowed.

Duplicate Row n Times creates "n" (where "n" represents the number of new records to be created as identified in the "Count" field) new records that are copies of the active record. The new records are inserted below the active record and are auto-assigned a default Code where duplicate Codes are not allowed.

Delete Row deletes the active record.

Trace identifies the location(s) within the application where the active record is in use.

Paging

Paging allows the user to define the maximum number of records (i.e., rows) that are visible on a page.  The default setting is 20 records per page, but this setting may be increased or decreased at any time.

Note: The setting for the number of visible records is applicable for all sections of the application (i.e., the setting for the Rent Roll also applies to Line Items, Recovery Pools, etc.).

When the number of records on a page exceeds the setting (i.e., there are 55 tenant records on the Rent Roll but paging is set to 20), arrows will enable that allow the user to navigate between pages.

     Move to first page

       Move to prior page

   Move to selected page

      Move to next page

     Move to last page

Change the number of visible records per page (the bolded number reflects the active selection)

Search

Search allows the user to locate records (i.e., rows) meeting selected search criteria. For the majority of screens with Search functionality, records will be searched based upon either the Code or Name, although some screens will allow searches based on other criteria (i.e., Rent Roll allows searches by Status, Type, Begin Date and End Date).