Valuation Groups

Rerun an existing saved valuation or combine compatible completed valuations in one collective view.

Rerun an existing valuation
  1. View the saved valuation. Existing inputs are shown but cannot be changed.
  2. Select Create new valuation results. Confirm the rerun to calculate the same saved setup again.
  3. Review the replacement result. The rerun replaces the prior saved result. Use Add and a new Description when the prior result must be retained.
Valuation groups

A valuation group saves a set of completed valuations for one collective view. It adds their numeric results without rerunning them or validating that their populations, dates, definitions, and assumption bases are compatible.

  1. Name the group. Use a sponsor-wide name that describes the compatible results being combined. Do not use a tilde (~) in a grouped valuation name.
  2. Select the member valuations. Save the selected rows to the group.
  3. Recall the group. Selecting its name reselects the saved members.
  4. Select View. Confirm first that the members are intended to form one total.
Related Topics
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