Drill-Down Grid

The Drill-Down Grid is a combination of all entered Drill-Down values within RazorPlan. To view the Drill-Down Grid, click the button on the RazorPlan Toolbar.

There are 3 types of Drill-Downs available;

• Income/Lifestyle

• Deposit/Withdrawal

• Downsize/Liquidation

To view the Drill-Down data for an applicable area click on the appropriate tab at the top of the screen.

Understanding the Drill-Down Grid

Each tab has been designed using a heading structure; Main Heading (Step/Location), Sub Heading (Data Entry Field) and Column Heading (Client/Partner).

Entering Data

Drill-Down data can be entered or changed through the Drill-Down Grid. To access a specific Drill-Down window, click on the button and this will open the appropriate window.

*If data has been entered in the Drill-Down window, the Drill-Down button will highlight green in the primary data entry screen.