{"id":"fpa-straight-line-rent-planning-view","audience":"fpa","category":"finance-work","track":"finance","technique":"constraints","level":"advanced","title":"Spread a lease with free months and a step-up into a planning average","free":false,"task":"You're giving FP&A a planning view of lease cost. Write a prompt for plain text with lines starting \"Total rent:\", \"Straight-line monthly:\", \"Month 1 cash:\", \"Month 1 planning view:\" and \"Note:\". Total rent adds the paid months at each rent level. The Note line says this is a planning view and the accounting treatment is decided by the controller. Don't state any accounting treatment. Under 90 words. No bullets or numbering.","materialLabel":"Lease terms (attached to your prompt automatically)","material":"LEASE TERMS - Suite 4 office, Birchwood Retail (term starts Jan 1, 2027)\n\nTerm: 60 months\nMonths 1 to 3: free rent ($0)\nMonths 4 to 36: $10,000 per month\nMonths 37 to 60: $10,800 per month\n\nFP&A planning view: spread total rent evenly over the term for budgeting. This is a planning average only.\n\nNotes: the facilities lead asked whether this is how the lease must be booked. That is for the controller and the auditors. The landlord also offered a tenant improvement allowance of $60,000, which is not part of this rent calculation.","rules":[{"type":"plainText"},{"type":"maxWords","max":90},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the five lines","patterns":["total rent","straight-line monthly","month 1 cash","month 1 planning view","note"]},{"label":"Counts the months","patterns":["33","24","months 4"]},{"label":"Adds the controller note","patterns":["controller"]},{"label":"Bans accounting treatment","patterns":["(do not|don'?t).*(accounting|allowance)"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Counting the free months as paid","why":"The AI uses 36 months at $10,000 and gets a wrong total.","fix":"Say: \"33 months at $10,000 (months 4 to 36) plus 24 months at $10,800.\"","checks":["r0"]},{"title":"Stating how it must be booked","why":"The AI says the lease must be booked straight-line.","fix":"Add: \"Do not state any accounting treatment; that is the controller's decision.\"","checks":["r2"]},{"title":"Adding the allowance","why":"The AI nets the $60,000 improvement allowance into the average.","fix":"Add: \"Do not mention the improvement allowance.\"","checks":["r2"]},{"title":"Markdown extras","why":"The AI adds bold labels, headings and a closing note.","fix":"Say: \"Plain text, no bold. Output only the lines asked for.\"","checks":["plainText","maxBullets","r1"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Ask for fewer words than the real cap and keep each line short.","checks":["maxWords"]}],"hint":"A lease average depends on how many months pay at each rate. Give the counts and say the accounting call is not yours.","rubricLabels":["The line starting \"Total rent:\" shows 33 x $10,000 + 24 x $10,800 = $330,000 + $259,200 = $589,200","The line starting \"Straight-line monthly:\" shows $589,200 / 60 = $9,820.00 and \"Month 1 cash:\" shows $0 (free rent) while \"Month 1 planning view:\" shows $9,820.00","The line starting \"Note:\" says this is a planning view with the accounting treatment decided by the controller, and the output doesn't state an accounting treatment or mention the improvement allowance"]}