What happened to the asset class entries in the Assumptions category?
Asset class entries in a plan can be accidentally erased if the user has not created default asset classes. • On the Assumptions category – Asset Classes tab, clicking Revert to Defaults brings in the asset class defaults entered in the Preferences dialog box. • However, if asset class information was not defined in the Preferences dialog box, then no defaults exist. In this case, clicking Revert to Defaults will delete asset class values entered on the Assumptions category – Asset Classes tab. To prevent the accidental loss of asset classes • Go to the Edit menu, and then select Preferences to open the Preferences dialog box. • On the Asset Classes tab, enter asset class defaults that apply to all clients and plans in NaviPlan Extended. Defaults can be overridden in an individual plan on the Assumptions category – Asset Classes tab.
Asset class entries in a plan can be accidentally erased if the user has not created default asset classes. • On the Assumptions category – Asset Classes tab, clicking Revert to Defaults brings in the asset class defaults entered in the Preferences dialog box. However, if asset class information was not defined in Preferences dialog box, then no defaults exist. In this case, clicking Revert to Defaults will delete asset class values entered on the Assumptions category – Asset Classes tab. To prevent the accidental loss of asset classes • Go to the Edit menu, and then select Preferences to open the Preferences dialog box. • On the Asset Classes tab, enter asset class defaults that apply to all clients and plans in NaviPlan Standard. Defaults can be overridden in an individual plan on the Assumptions category – Asset Classes tab.
