The Inputs tab identifies the saved calculation. Funding, Accounting, and Messages tabs display the results produced by that setup.

• Description: Names the saved valuation.
• Plan Number: Selects the plan document being valued.
• Valuation Date: Sets the measurement date and effective-dated plan and assumption provisions.
• Database Capture: Selects the saved participant data used by the calculation.
• Capture description: Displays the description of the selected database capture so you can identify the saved data being used.
• Plan Definition: Selects the benefit components and attribution setup.
• Missing Data Definition: Selects optional missing-data rules.
• Funding Assumptions: Selects the funding assumption definition.
• Accounting Assumptions: Selects the accounting assumption definition.
• Run Date / User: Identify when and by whom an existing result was produced.
• Create new valuation results: Recalculates the same saved setup and replaces its current result.

Note: Rerunning a valuation does not preserve the prior result as another version. Use Add and a new Description when the prior result must remain available.

• Funding: Opens results produced by the selected funding assumption. See Valuation Result Detail for explanations of the displayed values.
• Accounting: Opens results produced by the selected accounting assumption. See Valuation Result Detail for explanations of the displayed values.
• Messages: Displays calculation messages when present.
• Excel: Exports the grid currently displayed.