Manage Valuation Snapshots
The Manage Valuation Snapshots Screen displays all snapshots already run for this plan or sponsor and also allows you to perform different tasks with these snapshots.
Screen items
  • Snapshot List: this list displays all snapshots that have already been run.
  • Add Button: press this button to add a new snapshot for this sponsor.
  • Delete: press this button to delete the selected snapshot.
  • Compare: press this button to compare two selected snapshots.
  • Reconcile: press this button to reconcile the data between two snapshots.
  • Lock: press this button to lock a snapshot so that it cannot be inadvertently deleted or replaced by another user. Once a snapshot has been locked, it can only be unlocked by a System Administrator.
Related topics
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