Manage Valuations
Review saved plan or participant valuations, add a new setup, open results, delete a valuation, or recall a saved selection.
Existing valuations
The grid displays Val Date, Plan, Name, Runs, Run Date, and User. Runs identifies whether Funding, Accounting, Both, or no result is available.
| Control | Action |
|---|---|
| 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. |