Manage Estates Options

Use the Estates Options screen to configure the Rolling Valuation Programme for the Valuation module.

Note: You need a role with the EstatesOption permission to manage the Estates Options.

The fields on the Rolling Valuation Programme tab are described in the following table.

This field	Holds this information...
Administrative Area	This option uses the Administrative Area reference data (accessed by navigating to Estates > Valuation > Valuation) and provides the ability to split administrative areas by financial year. Multiple Administrative Areas can be selected for a financial year.
Building Created	Whether valuations will be required in the financial year when a new building is added to a business unit.
Building Removed	Whether valuations will be required within the financial year when a building is archived against a business unit.
New Business Unit Added	Whether valuations will be required within the financial year for any new business units added in K2.
Top Business Units	Whether valuations will be required within the financial year for the topmost expensive business units from the last financial year valuations. Specifying the value determines the number to be valued.

The administrative area recorded against the business unit is used when applying the Administrative Area option.