Review saved plan or participant valuations, add a new setup, open results, delete a valuation, or recall a saved selection.

• Valuation list: Displays the saved valuations available for the selected plan or participant.
• Val Date: Displays the valuation measurement date.
• Plan: Identifies the plan document used by the valuation.
• Name: Displays the saved valuation description.
• Runs: Identifies whether Funding, Accounting, Both, or no result is available.
• Run Date: Displays when the saved result was produced.
• User: Identifies the user who produced the saved result.
• View: Opens the selected saved valuation. When multiple compatible rows are selected, View adds their numeric results into one collective output.
• Add: Creates a valuation and opens its Inputs tab.
• Delete: Deletes the selected saved valuation and its results.
• Group: Saves or recalls a named selection of valuation rows. It does not filter participants or compare scenarios side by side.