Valuation Groups
Rerun an existing saved valuation or combine compatible completed valuations in one collective view.
Rerun an existing valuation
- View the saved valuation. Existing inputs are shown but cannot be changed.
- Select Create new valuation results. Confirm the rerun to calculate the same saved setup again.
- 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.
- 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.
- Select the member valuations. Save the selected rows to the group.
- Recall the group. Selecting its name reselects the saved members.
- Select View. Confirm first that the members are intended to form one total.
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