Dynamic Income enhancements allow users more flexibility when modeling income within a deal. When a user creates a deal, they have the option to add new income units, in addition to the existing income fields. With this capability, user can add and set the new income's name and unit. 

Dynamic Income Functionality 

Within any any Custom Asset deal within the Portfolio tab Project editor. Once opening the Income tab, the user will have the option to add or remove income units.

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Once the user presses  

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the editor will open.

Each new income will have a unique Name and a Unit from the dropdown list.

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Once the user saves the changes, the new income unit will be added within the Income tab with the following columns:

    1. Income field as a Vector
    2. Escalator(%)
    3. Escalator Start
    4. Production Lag (only for production-related units)

Once the user removes the new income field input from the editor, the new column will also be removed.

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Append a Cash Flow Widget with Income Inputs:

Within Cash Flow Table Reporting Widgets, the new income inputs are available, along with the following additional columns:

  • Operating Income Revenues
  • Production Income Revenues
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Important to Note: When a user adds a new income field within the Project editor, the user should add the new columns to the existing custom CF reports (shown above). When a user removes a new income field within the Project editor, the user must run a new Cash Flow Report.