Update valuation data in bulk

You can update object valuations by percentage increase or decrease or by a specific amount with the Bulk Valuation Update tool.

Steps

  1. Go to the Tools menu and click Bulk Valuation Update.

  2. In Object Selection, in the Object table, enter the objects. Or in List, enter the name of a saved list of objects.

  3. In Update (Whole Part Only), select how the values are changing. For example, by percentage, or by a specific value.

  4. Enter information about the valuation type, method, date, reason, and valuer.

  5. Click OK.

Note: This tool can only update the valuation of whole objects, not parts. If objects or their parts have different valuations, see Create or update records with XML Import.