The new ability to save a snapshot/baseline (with the camera icon) is much cleaner and seems to work well, but I can't find any way to restore a snapshot back to the active parameters. Is there a way to do this? I envision using this to quickly examine the impact of various possible changes, and it would be helpful not to have to manually undo all those changes if they're not preferred.
@plaut On the Roth Conversion Active Parameters page are buttons to copy or swap the Active and Backup Parameters. Confirmation is required to overwrite the active parameters.
There is no way to "un-do" other inputs you have made since setting the baseline. But you can see them on the Baseline Change Log tab.
FYI: The info below is now added to More > Resources > FAQ.
Prior to the Jan 4 release, Pralana Online (and PRC Gold) used the term 'baseline' to refer to two different things:
a) a 'backup copy' of the active Roth Conversion parameters, and
b) a point-in-time snapshot of the scenario results.
Both were created by running a Monte Carlo or Historical Analysis. (Running a Roth Conversion optimization also backed up the Roth conversion parameters before (probably) changing them.)
The Jan 4 release splits these two actions:
- Use the buttons on the R/C Active Parameters page to copy or swap the active and the backup parameters.
- Adds the camera icon to allow setting the baseline at any time on any page. No need to run the MC or HA.
- Improves the Current vs Baseline page and adds it under the Review menu.
- The Current vs Baseline tab is also on the Roth Conversion page for convenience....you can edit your RC parameters and switch to the Current vs Baseline tab to see the impact without having to use the top menu.
- Running a Monte Carlo or Historical Analysis will no longer backup the R/C parameters or create/set the scenario results baseline.
@cstone Ok, thanks - that clarifies things. So the "backup" buttons under Roth conversions save only the conversion-related parameters (as expected), and the camera "snapshot" saves only the current results, not the parameters that produced them. But the Baseline Change Log tab tracks changes to all parameters, so reversing changes is pretty straightforward. Got it!
