To Edit an Existing Formula:
  1. In ResearchPoint click the word Prospect in the icon bar near the top of the screen
  2. Click Capacity formula management
  3. Click the formula to edit and click Edit
  4. Make any changes to the formula and click Save
To Add a Formula:
  1. In ResearchPoint click Prospects
  2. Click Capacity formula management (Under Configuration)
  3. Click the Add icon
  4. Name the formula
  5. Edit\create the values in the formula for each data source
  6. Click Save
To Delete a Formula:
  1. In ResearchPoint click the word Prospect in the icon bar near the top of the screen
  2. Click Capacity formula management
  3. Click the formula to delete and click the Delete
  4. Click yes to the prompt to verify the formula should be deleted
To Add a Source to be Calculated into Formula​
  1. In ResearchPoint click the word Prospect in the icon bar near the top of the screen
  2. Click Capacity formula management
  3. Click the formula to edit and click Edit
  4. Select the Assets Tab
  5. Select the Category of Source you need to add to the formula
  6. Select the Pencil Icon next to Data Sources to be Calculated
  7. Check all desired Sources
  8. Click Save