In this article, we'll cover how to manually add and remove Valuations against Plans in Plannr. Information on importing Valuations can be found here.
Adding Valuations
If you want to manually add a Valuation to a Plan in Plannr, firstly click into the relevant Plan.
Next, click Add then Valuation.
Please note: You will not be able to add a valuation to a parent wrap plan - these will only total the plans held underneath them and do not hold their own value.
You'll then be presented with the Create Manual Valuation modal. Here you can add in the Valuation date and Valuation amount.
Once the data is correct, click Create at the button of the screen.
You'll then see the Valuation change against the policy.
Removing Valuations
To view the Valuations that have been put into the system, but also remove any added in error, firstly expand Details then click Sub Accounts.
Click the relevant account.
Then click the Valuations tab.
Here, you can see all previous Valuations.
Should you wish to remove any Valuation entries, click the delete icon on the right-hand side.
Currently, there isn't functionality to edit existing valuations in the system. Should you need to amend any, we suggest deleting and re-adding the valuation.