The pro-forma uses the same Edit Mode and lock model as the rest of the property workspace. This page is a focused walkthrough for the model itself.
The save flow
- On the Financial page, click Edit in the toolbar above the table.
- Edit any value — income, loss, and expense lines, or the cap rate.
- The save bar at the bottom counts pending changes.
- Click Save Changes (or Save in the toolbar) to commit them all in one transaction. Saving also exits Edit Mode.
Changes in the Financing panel (purchase price, down payment, interest rate, loan term, closing costs, tax rate) work differently: they save automatically a moment after you change them.
If a save fails (for example, a network drop), nothing commits. Your edits stay pending so you can fix the issue and retry. The pro-forma is never half-saved.
See Edit mode and the save bar for the full save-bar semantics.
The lock
When you click Edit, you acquire a property-wide lock. While you hold it:
- Other org members can read the pro-forma but can't edit — they see "[name] is editing this page".
- Push-back from Excel for this property is blocked until you save and release.
The lock doesn't block re-runs: teammates can still re-run research sections or the pro-forma while you're editing, so coordinate before anyone re-runs. (You can't start Re-Run Analysis yourself while you're in Edit Mode.)
When you save or exit Edit Mode, the lock releases automatically. See Property locks.
Re-generation vs save
Two distinct actions:
- Save commits your manual edits. Free.
- Re-Run Analysis re-runs the AI pro-forma agents from scratch. Charged in credits on Self-Serve when the run completes, based on what it delivers.
A re-run replaces the whole model, including your saved edits and financing inputs — there's no Merge or Replace choice. See Generate with AI.
What if I lose my connection mid-edit
The save bar is local until you click Save — your edits live only in your open browser tab (refreshing or closing the tab discards them). If your connection drops:
- Before save: your edits are still in the save bar. Reconnect, click Save.
- During save: the save is atomic on the server side. Either it landed (in which case you'll see your changes after a refresh) or it didn't (in which case retry).
If you're inactive for about 5 minutes mid-edit (no typing, clicking, or scrolling), Relm releases your lock and someone else might take it. Save often if the property is shared.
What if the lock is stuck
If the model is stuck behind someone else's lock and they've gone home, an admin can force unlock. This discards their pending edits — Slack them first.