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      Excel: Release Notes

      In this article, you will find detailed release notes for all of our Excel template rollouts. Whenever a new template version is released, you will be able to find a detailed list of changes/improvements here.

      03-18-22:

      1. Added functionality to additional Streets and Frontage Table

      2. Improved Band of Investment tables to handle future dates 

      3. Improved formulas in Zoning tables

      4. Improved formulas for Site Rating

      5. Improved formulas on the EXEC tab to prevent too many decimals

      6. Improved formulas to prevent Renovation year errors

      7. Improved QSR charts on SPECIALUSE tab

      8. Additional improvement to photo tables on all comparison tabs

      02-28-22:

      1. Fix bug preventing non-JPG photos from importing

      02-24-22:

      1. Add option to remove building name in the improvement description when there are multiple buildings
      2. Improve FF&E depreciation calculations to avoid over rounding
      3. Additional Improvement to formulas for pulling in Zip Codes
      4. Excel Lock Feature for Auth fail (HIDE)
      5. Add Adj vs Unadj sale price table and chart to LAND1 and LAND2
      6. Repair CCRSI import so that chart and data pull in correctly
      7. Auto fit feature for photos in all comp photo tables (Land, Sales, Survey and Rents)
      8. Improve the DCF to accommodate longer term scenarios
      9. Added Religious Facility to template list.

      01-17-22:

      1. Repaired formula for improvement ratio
      2. Fixed bug to allow leading zero’s in zip code for subject and comparables
      3. Repaired error in unit type formula preventing bathroom count from importing in multifamily module
      4. Added more tables for the Eminent Domain template 
      5. Improved Eminent Domain Functionality
      6. Fixed error in Land Area Measure on SALE1 tab

       

      12-13-21:

      1. Added ability to use land area as UOM in the improved sales sections
      2. Improved formulas on DCF1 and DCF2 to better capture capital items
      3. Edited error in formula on RENTROLL tab that prevents the execsumm text fields from populating correctly
      4. Added option to IMPV tab that allows user to choose Overall Site Area over Economic Site Area to calculate FAR/Improvement ratio
      5. Improved Formulas in DCF1 and DCF2 so that items that were showing as zero in initial years did not cause the rows to hide
      6. Edited the formulas for Dock Levelers to show Yes/No results instead of trying to count
      7. Added an "Unadjusted & Adjusted Price" chart to the SA2 tab, just like it is on SA1
      8. Edited formulas and ranges on RE1 to allow users to hide adjustment summary, but still utilize the rent comparable ranges links in the word doc under Discussion of Lease Comparables and Conclusion of Market Rent

      10-11-21:

      1. Provided additional functionality to make RERC and Realty Rates optional (auto-hide)

      2. Fix text color issues in Excel Branding process on COST and SALE tabs

      3. Fix formulas on EXEC tab to correct unwanted capitalization

      4. Improved import ability for Client Name Salutation on HOME tab to allow for accidental spaces

      5. Add East Coast Region Warehouse to PwC list

      6. Corrected error in DCF preventing data from importing into tables when using legacy method

      7. Improved formulas on DCF tabs to allow for greater flexibility with sub accounts

      8. Fixed formulas on LEASEUP tab in MF lease up costs table to prevent errors in calculation

      09-01-21:

      1. Added naming convention to building profit in Cost Approach to aid in narrative

      2. Added naming convention to Entrepreneurial Incentive in Cost Approach  to aid in narrative

      3. Additional formulas in QSR section to aid in connecting with Rent conclusions

      4. Update CCRSI feature to accommodate CoStar change for both Land tables and both Sale tables

      5. Added RERC and Realty Rates to Cap Rate Conclusion Table on OAR tab

      6. Added two tables for both RERC and Realty Rates conclusions on the RATES tab to facilitate a narrative if wanted

      7. Name the hi lo and avg fields for all conclusions in the Cap Rate Summary Table on the OAR tab

      8. Name the hi lo and avg fields for all conclusions in the new Discount Rate Summary Table on the RATES tab

      9. Name the hi lo and avg fields for all conclusions in the new Residual Rate Summary Table on the RATES tab

      07-20-21:

      1. Improved functionality in Assumptions tab to accommodate Rockport VAL

      2. Improved functionality in RentRoll to accommodate Rockport VAL

      3. Improved functionality in DCFI and DCFII as well as value matrices to accommodate Rockport VAL

      07-14-21:

      1. Add Support for Street Comments in Base template 
      2. Bug in BLS Data import fixed

      07-07-21:

      1. Added area for second HBU when excess land is selected
      2. Added option to choose unit descriptions, type, or both on the SURVEY1/2 and DCAP1/2 tabs
      3. Edited municipalities in Tax section with misspells

      07-01-21:

      1. Improved formula for L187 on DCap to accommodate various mixed use scenarios
      2. Widened the data columns on the Site tab so the data is more visible.
      3. Update ESRI import area to accommodate vendor changes
      4. Changed IMPV descriptions from proper to sentence case
      5. Added Bays/Bay to units of measure

      06-15-21:

      1. Added error handling to allow for blank in flood zone 2
      2. Fix bug that is replacing the value in D108 on IMPV tab, erasing custom entries
      3. Fixed formula in site comments to allow for better punctuation
      4. Fixed bug causing error in average calculations on Sale1 and Sale2 tabs

      06-09-21:

      1. Added ability for excel to interface with Rockport VAL using APIs and deploy cash flows
      2. Added additional instructions on Unit Mix to aid the user - the Number of Unit Types is needed so that those rows that were hidden and not displaying data would be visible
      3. Fixed bug deleting formula for APN01 and changing to “1” on TAX tab C44
      4. Fixed bug preventing cash flow without software HOME F42 (Change references from Yes to Excel)
      5. Added ability for second flood zone to import in site details area, with a reset button for the formulas
      6. Added discussion to accommodate two flood zones in the site comments section
      7. Fixed bug allowing multiple semicolons in Site Comments D76
      8. Fixed bug preventing C69 on Sales tab to reflect correct Unit Type
      9. Fixed bug from preventing Subject_UnitName on IMPV tab from showing correct type C13
      10. Fixed bug resetting Imp Desc choice to yes when refreshing after user selects no
      11. Fixed bug changing percent office to number format on IMPV tab
      12. Edited formulas in DCF and related modules to accommodate MF cash flows via Rockport VAL
      13. Edited formulas for Max and Mins on the Sale table so that fields don't change to zero and can still link to word
      14. Repaired error code resulting from RENTROLL tab being hidden while running DCF for MF
      15. Fixed bug preventing Age calculation on EXEC tab to round properly

      06-02-21:

      1. Deployed new ribbon feature that allows users to load data into excel and accommodate multiple new API’s
      2. Merged GET DATA and GET SETS buttons to mirror the ribbon functionality - this button will go away soon
      3. Added fields from database: Client Notes, Property Contact Company, Property Contact, Name and Property Contact Phone Number
      4. Added CUSTOM FIELDS Tab - allows user to collect and name and format automatically the custom fields from their database - loads when job loads from database
      5. Added API for Custom Fields Options
      6. Added API for building and site details including ability to assign size data to either multiple buildings or primary, surplus, excess or unusable land
      7. Added functionality to accommodate multiple buildings and characteristics
      8. Added functionality to accommodate multiple sites and characteristics
      9. Added functionality to accommodate multiple streets and characteristics
      10. Added functionality for multiple tax assessments for multiple parcels and history for multiple parcels
      11. Added additional functionality for HUD templates
      12. Added additional functionality for RCS templates
      13. Color code license expiration on the HOME tab to reflect red if expired
      14. Edit conditional formatting on IE CONC tab to filter out bugs for c-store use
      15. Added edits to IE_CONC tab so areas of table can accommodate c-store use
      16. Fixed bug issue allowing correct cost approach model to flow through VALUES tab
      17. Fixed bug issue preventing correct c-store valuation on VALUES tab
      18. Added functionality to make adjustments to LAND2 conclusions

      04-15-21:

      1. Edit zoning conclusion to filter out bug
      2. Add site grade to site details table
      3. Edit conclusions on LAND1&2 and SALE1&2 tabs for adjustments to account for multiple/additional units of measure
      4. Added GLA reference to IE_CONC tab 
      5. Fixed bug issue preventing multiple parcels from showing on TAX tab
      6. Fixed bug issue causing entries to duplicate on IMPV tab
      7. Added FAR as a unit of measure option for LAND1&2 and VALUE tabs
      8. Added functionality to include Primary Land Size as a basis for value on LAND1&2
      9. Amended formulas on OAR tab that were preventing sales from pulling through
      10. Fixed bug issue causing build out percent to calculate incorrectly
      11. Added option to use land sale marketing time data in the Marketing Time analysis
      12. Added option on REPORT tab so users can select cost approach but with no reliance
      13. Amended formula in tax comment conclusion to filter out bug
      14. Font size on ZONE tab changed to match rest of template
      15. Edited formula in gross adjustment calculations on LAND1 and LAND2 tabs to filter out bug
      16. Edited formula on EXEC tab to improve formatting and enable more flexibility across the property types
      17. Corrected error preventing correct report depth from pulling in
      18. Fixed bug preventing Appraiser3&4 from populating
      19. Added Appraiser count to come from Valcre web
      20. Fixed minor bug in DCF auto comments

      02-08-21:


        1. Improved utilization and applied fixes to the depreciation modules in the cost approach.
        2. Added a slimmed down cost approach table (simple) that can be used in lieu of original version.
        3. Applied fixes to the DCAP to enhance utilization for mixed use.
        4. Applied fixes to the OAR tab to enhance utilization for mixed use.
        5. Applied fixes to the RENTROLL, IE_IN, IE and IE_CONC tabs to enhance utilization for mixed use.
        6. Added utilization for FFE conclusion on a per unit of measure basis.
        7. Enhanced the VALUES tab to accommodate conclusions for additional approaches.
        8. Applied fix to IE_CONC tab that was causing error in tax estimate.
        9. Applied fix to UNIT MIX tab to allow use of zeros and blanks.
        10. Added Job Comments, Payment Comments, and Delivery Comments to HOME tab in excel template.
        11. Applied edits to enhance use for Hypothetical Value Conclusions.
        12. Applied edits to enhance the use of the Regression Analysis by adding formulas for correlation coefficient encapsulated and R2 calculation check.
        13. Added the ability to use cash flow tables for Cstore use.
        14. Created custom chart of Accounts for Cstore use on the IE_IN tab.
        15. Applied fixes to the MAPS tab to prevent the wrong map from linking to word.