Home > The System > Features > New Features and Updates > PRA Update - April 4, 2014 - Version 5.01.80

PRA Update - April 4, 2014 - Version 5.01.80

Property Defaults (Global Parameters>Property Defaults):

Additional Property Defaults have been added to the system as follows:

Save Report / Chart Settings to Property – before this option, whatever settings were made affected all properties. Now individual settings can be saved by property.

Currency Sign – the default $ sign can be changed which is reflected throughout the system

Fund One Time Expenditures – by selecting this option, one time expenditures will be appear in the allocation reports (Reports>Supplemental>Allocation Reports)

Future Cost-Time Valued Calculation:

Calculating Future Cost-Time Valued has been added as an option for the Percent Funded-Annual and Allocation Reports. Previous options only included Current Cost and Future Cost with straight-line calculations. To select Future Cost-Time Valued, it is accessed at Global Parameters>Property Criteria>Percent Funded/Allocation Reports

Master List-Export to Excel:

The previous update introduced the ability to import a Master List from Excel. Now you can export the Master List to Excel, make updates and import back in.

Importing New Reserve Items:

PRA’s commitment has always been to find more expedient methods for getting data into the system and for updating that data. We have revamped this process in the property Work Area.

Previously you were able to enter individual New Reserve Items (common area and unit items), Import from Excel (only common area items), or utilize the Master List Selection.

New unit items can now be imported from Excel. Once a property has been added and defined (number of models, phases, floors or buildings, and model types), then an Excel workbook can be generated for a determined number of unit items to be added at New Reserve Item>Import from Excel and following options will appear in the Excel Import screen menu Unit Blank XLS with the following options:

  • Unit Blank XLS
  • By Service Date
  • By Replace Date
  • By Replace Years

The Excel workbook will contain the following columns:

  • Description (max 50 characters)
  • Category (max 40 characters)
  • Subcategory (max 40 characters)
  • Subcategory 2 (max 40 characters)
  • Estimated Useful Life
  • Basis (measurement)
  • Basis Cost
  • Method (enter “F” for fixed, “L” for logistic, “O” for one time tracking)
  • Service Date, Replace Date or Replace Years
  • Phase (floors or buildings)
  • A QTY (quantity for model A’s)
  • B QTY (quantity for model B’s)
  • C QTY (quantity for model C’s, etc.)

For the Common Area menu:

  • Common Blank XLS
  • By Service Date
  • By Replace Date
  • By Replace Years
  • Description (max 50 characters)
  • Category (max 40 characters)
  • Subcategory (max 40 characters)
  • Subcategory 2 (max 40 characters)
  • Estimated Useful Life
  • Basis (measurement)
  • Basis Cost
  • Method (enter “F” for fixed, “L” for logistic, “O” for one time tracking)
  • Service Date, Replace Date or Replace Years
  • Quantity
  • Description 2
  • Condition
  • Note

For common area multi-tracking, add additional rows of data only for the following columns:

  • Service Date, Replace Date or Replace Years
  • Quantity
  • Description 2
  • Condition

Once these Excel workbooks have the desired data entered, save the workbook (and remember where it was saved). Back in PRA Excel Import screen, <click> in the Menu Import File. The Windows Open screen will appear. Locate the workbook and <click> OK to save it to the PRA Excel Import screen. The select Save in the Update menu.

Excel Reserve Item Update:

Reserve items can be updated in the Reserve Item Update screen via the following Main Menu selections:

  • Item Basis Cost
  • Common Area-Logistic
  • Unit-Logistic
  • Expanded

Or the database of common area and unit reserve items can be exported to an Excel workbook for updating. The following columns will exist in the workbook:

  • Master No.
  • Item No.
  • Category
  • Subcategory
  • Subcategory2
  • Basis (measurement)
  • Basis Cost
  • Tracking
  • Est. Year
  • Est. Month
  • F&I (freight and intstall
  • Service Date, Replace Date, Replace Years, Replace Months
  • Phase (floors or buildings)
  • A QTY (quantity for model A’s)
  • B QTY (quantity for model B’s)
  • C QTY (quantity for model C’s, etc.)

Once these Excel workbooks have the desired data edited, save the workbook (and remember where it was saved). Back in PRA Reserve Item Update screen, <click> in the Excel Update menu, Import File. The Windows Open screen will appear. Locate the workbook and <click> OK to save it to the PRA Reserve Item Update screen. The select Save in the Update menu.

Note: in the Excel workbooks, only columns with the color blue characters can be edited. Master No., Item No., and Tracking (reserve item type) cannot be edited.

Master List Selection:

If utilizing the Master List for adding new reserve items to a property, then the Reserve Item Update (explained above) can be used for entering:

  • Quantity
  • Est. Year
  • Est. Month
  • F&I
  • Service Date, Replace Date, Replace Years, Replace Months
  • Phase (floors or buildings)
  • A QTY (quantity for model A’s)
  • B QTY (quantity for model B’s)
  • C QTY (quantity for model C’s, etc.)

Expenditures Report:

With the addition of Subcategory and Subcategory 2 an array of sorts is now available for Expenditure reports. The Expenditure report console has been re-configured for accessing these new sorts. Report Type selection choices are now Martix and List reports. A new drop down field has been added called “Selection”. Where selection for Category was in the List Order drop down, it is now in Selection along with the following sorts:

  • Items
  • Category
  • Subcategory
  • Subcategory 2
  • Category/Subcategory
  • Subcategory/Category
  • Category/Subcategory 2
  • Subcategory 2/Category
  • Subcategory/Subcategory 2
  • Subcategory2/Subcategory
  • Category/Subcategory/Subcategory 2
  • Category/Subcategory 2/Subcategory

Based on the first sorts above, whether Category, Subcategory or Subcategory 2, the detail of that sort will appear in the check box screen below. These can be unchecked and checked for the desired data presentation.

Report Writer:

Templates now can now be done in Landscape. The selection for Portrait or Landscape is at the top of the Report Writer – Editor screen.

Master List – Property Update:

If reserve items have been entered into a property per selection from the Master List, by individual property can be updated from Master List changes for the Estimated Useful Life and Basis Cost. The Master List is first updated in the Master System. Then in the property Work Area, top of the screen, Analysis Information>System column, at the bottom is Update from Master button. <Click> the Update button and the Master List connected reserve items will be updated.

Reports:

All reports can be exported to:

  • Acrobat (PDF)
  • Word (DCOX)
  • Word (RTF)
  • Excel (CSV)

Reports/Charts>Report Preview Editing to the Report Builder:

Reports and Charts can now be edited in Report Preview and these edits can be Save(d) to (the) Report Builder. This is extremely helpful when producing multiple funding plans and you want to change the titles of the reports to reflect different funding plans.

When in Report Preview, in the left margin of the screen in the Editor menu <click> Enable Edit. Edits can be made and in the Report menu select Save to Report Builder.

Items being worked on:

  • Being able to produce custom headers and footers for the reports and charts in the Report Writer to bring consistency between templates, reports and charts.
  • Item Parameter-One Time Expenditure report
  • Expenditure-One Time Expenditure report
  • Green bar on Expenditure-Matrix reports.
  • Spell check for description, category, etc.

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