Guidelines for Lumpsum

[JasonCoholich]

Hello - we have a new business request to have a dollar amount (predetermined) to be the max guideline for the lumpsum amount. Is there a way to configure this via the tool?

[xavierlegarrec]

Hi coholichj

Yes we can have guidelines on Lumpsum to keep the planners' recommendations in a certain range but the limitation is that we cannot display the actual guideline numbers on the worksheet.

All the best

Xavier