ModelTree version 2.7.3 and later
It is recommended to create a separate project for each of your clients, fund, or similar entity (unless you want to manage and consolidate all data under just one project).
Creating a separate project for each specific entity keeps its data independent of other projects (like a Chinese wall → one project cannot see into another project).
ModelTree can still combine assets and data over all projects for research and other analytical purposes.
From the Projects-tab on the home screen
- Click +Add button.
From the Create New Project window
-
Fill in the required data and click Create button.
The project gets its first analysis added automatically through this window.
- Insert as a Project Name either your client name (in valuation) or the fund or equivalent entity (in investment management).
- Select Country that is most relevant to the project.
(Based on this country, certain macro economy assumptions (CPI, PPI) and currency for that country are added to the project automatically). - Project Type. (indicate what kind of project you're going to create - Investment Management or Valuation. Functionality and Features vary from Project Type. Depends on a type of license)
- Insert as Analysis Name some descriptive name for the analysis time snapshot you are creating.
- Set as an Analysis Date a date on which assets are valued (in valuation) or which determines the end of the actual period and the start of forecasting period (investment management).
NOTE: In investment management, it is recommended to set Analysis Date always to the last day of the month, because actual cash flow data typically is defined with calendar month chunks. - Select Analysis Currency on which you want to display all calculation results on the analysis level. Output from all assets are converted to this currency at the consolidated analysis level.