Global Editor Basics
The Global Editor is one of the most powerful tools in PHDWin. It allows the user to edit all, or any subset of cases in the project at once. This tutorial will cover the basic functionality of the Global Editor. Specific tasks may have their own tutorials under the appropriate section of the tutorial list.
While the term “global” might imply that the changes will affect everything in the file, that is not quite the case. Features in PHDWin such as filters, and partners may limit the cases that are affected by the Global Editor, before this window is even open. The Global Editor can only affect those cases that are currently visible in the Case List, so those cases that are filtered out, or that do not exist in the currently active partner are automatically excluded from the applied changes.
In addition, the Case Selection tab of the Global Editor gives the user ultimate control over what cases are to be affected by the edits made here. By default the Case Selection Tab will select Predefined: All Cases. If left on this setting, the global edit will indeed affect all the cases in the Case List (again, with the exception of those filtered out by other features). The drop-down menu will contain any “Report Groups” created by the user in this project.
Note: If you are unfamiliar with Filters, Partners or Report Groups, that is okay, these are all optional features, and the Global Editor may be used without any of those in effect.
Global Editor Tabs
The Global Editor is made up of many “Tabs” that logically organize the functions that may be performed on a global level.
- Case Selection: This tab is used to select the cases that the Global Editor is going to affect.
- General Info: Allows the user to globally change items found on the General Info tab of the Case Editor.
- Eco Options: Allows the user to globally change items from the Economic Options and Exclusions tab, as well as the Cutoffs tab from the Case Editor.
- Prices: Allows the user to globally change pricing and price escalations associated with the case. This includes both case specific pricing and models, as well as differentials.
- Expenses: Allows the user to globally change expenses and expense escalations associated with the case. This includes both case specific expenses and models.
- Taxes: Allows the user to globally change taxes on the cases. Taxes can be applied as case specific or can be applied from tax models.
- Products: This tab allows the user to globally change product definitions as defined in the Products Streams editor as well as globally adding new products to cases.
- Projections/Archives: Allows the user to globally affect projections as well as globally define and set an active projection archive.
- Projection Formulas: One of the Global Edits that does not follow the typical functionality – this pane allows the user to copy formulas that exist on a case and copy it/them globally to other cases in the project.
- Graphs – Layouts: This tab allows the user to globally change the settings found in the Graph Properties window. This includes determining the number of log cycles, what products are plotted on the graph, and apply graph templates.
- Graph – Products: This tab allows the user to globally apply all of the settings found in the Graph Scales and Attributes window (accessed through the Graphs Menu.) The features have to do with the Y axis and the products that are displayed on the graph.
- Ownership: Allows the user to globally adjust ownership information including calculating WI, RI or LNRI.
- Group Economics: This tab allows the user to globally change group case properties. Note that changes made here will ONLY affect group cases.
- Miscellaneous: The tab for all of the other features that do not fit into one of the other tab categories. One of the most commonly used items on this tab is the “Apply Scenario” token.
- Case Profiles: Allows the user to globally apply Case Profile, which are used to set product relationships as well as projections for the purpose of Type Curves.
Global Editor Case Selection
So what about choosing the cases you want to affect? If you want to select a custom group of cases to be affected by the Global Editor you can do so right here.
To select a group of cases, first you would hit the “Clear All” button. This removes all the cases from the list, allowing you to essentially start with a clean slate.
Next, clicking the “Select” button will open your Case List. Once the Case List opens, you may select the desired cases by dragging them from the Case List to the Global Editor window. You can use any of the methods for quickly selecting cases in the Case List as described in the Case List Basics Tutorial.
Performing Global Edits
Once the cases have been selected, the next step is to locate the task that you would like the Global Editor to perform. As mentioned previously, the tasks that can be performed through the Global Editor are broken down by tabs to make them easier to find.
Most of the tabs in the Global Editor have a very similar look. The top portion of the window shows a list of available tasks that may be performed. The bottom section is where the user will fill in any additional options that pertain to selected tasks.
To select a task, the user locates it in the list at the top, then drags it to the bottom section. Once a task is listed in the bottom, additional features and settings may be found in the columns listed in the bottom section. The example above shows the options for applying a price model. Once the option “Apply Model” has been drug from the list of available options to the bottom section, the user must then specify what type of model they are applying (Price Model or Escalation Model), then to what product the model is to be applied, and finally they must identify which model is to be applied.
As shown in the example above, the user is not limited to one task at a time in the global editor, and may even bring the same option from the list of available fields into the bottom section multiple times.
Auto-Backups & The Global Editor
Because the Global Editor is such a powerful tool, the changes made here are widespread, and they cannot be undone, it is one of the features that can be protected by the Auto-Backup feature. Auto-Backup is a setting that can be turned on in the Misc Tab of the System Preferences. When turned on, PHDWin will prompt the user if they would like to create a backup file before performing the global edit. This safety net of sorts allows the user to protect the current state of the project, before applying the global change, just in case the results are not what was expected, or desired.
Once the user hits “Apply” to apply the changes set in the Global Editor, they will be prompted to save a backup copy of the database before those changes are applied.
Note: Remember that you must close any open projects before you will be able to access your System Preferences window from the Files Menu.