Investment analysis supports customizing a financial model to meet your requirements. This is a high-level view of setting up and using Investment analysis:
Workflow of the tasks
1 Create a module
2 Configure a time grid attribute:
▪ Select the option to allow investment analysis
▪ Create estimate sheets with scenario type: High, likely, low and actual
▪ Define time interval, start and end dates for the sheets
▪ Define cost, benefit, and variable streams
▪ Define units for the streams
3 Define attributes to retrieve financial analysis results.
4 Create or select an element.
5 Launch investment analysis.
6 Optional: Change model locally
▪ Add streams
▪ Add variables: Save variables to default setup
▪ Add calculator tapes: Save calculator tape to default tapes; load and edit default calculator tape
7 Select a stream.
8 Specify estimates:
▪ Specify data graphically
▪ Specify data using a spreadsheet
▪ Specify data using a calculator: Run the simulation, and then assign financial model results to a time period.