After running an Estimate, Final or Dates/Age/Service calculation, the Calculation Results will be displayed.  These results can also be displayed by clicking on the View button after opening a previously saved calculation.  (Clicking on the View button from the main library dialog will only display the inputs to the calculation.) The Calculation Results include the following exhibit types:

• Calculation Worksheet provides a participant and analyst friendly development of the benefit calculation along with supporting data for review purposes. The menu section at the top has hyperlinks so if you know what you want to look at, you can jump to that section, and from each section you can jump back to the top. The Member Data section, by default, displays the data fields referenced in the calculation that have been parameterized in the Data Dictionary to "Display first when reviewing data".  You can use the Options button on the top row to pick additional fields for inclusion. The Benefit Definition payment form details can be displayed on either a monthly or annual basis, again controlled by the Options button.

• Summary Results gives a high level overview of all of the calculation pieces as of the plan year end preceding termination, dates of termination, and commencement dates. This exhibit has a menu section at the top with hyperlinks so if you know what you want to look at, you can jump directly to that section, and from each section you can jump back to the top. The payment form details can be displayed on either a monthly or annual basis, controlled by the Options button.

• The Output Definitions exhibit exists if an Output Definition was referenced by the calculation. This exhibit has a menu section at the top with hyperlinks so if you know what you want to look at, you can jump directly to that section, and from each section you can jump back to the top. If the Output Definition has a Server or Desktop (XML) Application Type, the Options button lets you choose between showing the Output Definition results or the XML results.

• Processing Messages lists user-defined or system generated messages about the calculation processed. If the   alert symbol appears in the menu, it indicates that some warnings and/or errors are included in the processing messages.

• The Inputs exhibit displays the parameters used to generate the calculation results.  By default only the main library entry is included, but the Options button allows you to Select Inputs... and also control the table of contents, if any, for this exhibit.

• The balance of the exhibits are detailed results for the calculation. There are individual exhibits for each component of the calculations, with the ability to jump from one table to another.  There are exhibits for the Member Data; Eligibility calculations; Benefit Definitions including any Maximum Benefit Limits; Benefit Formula Components, including Accrual Definition Basis Formulas and Accrual Basis Components; Payment Form Values by Benefit Definition; Service Definition Sets and Salary Definition Sets. Each of these exhibits provide details of all calculations as of at least each plan year end from date of hire through termination and each commencement date (i.e., details for all calculation dates).   

The pane on the left side of the screen displays a “tree”, which contains report labels and folders that contain more report labels. Click a folder’s plus symbol (“+”) to expand it or click a report label to display the report on the screen’s right side. Use the Up (↑) and Down (↓) arrow keys to move through the tree. Use the Right (→) and Left (←) arrow keys to expand and collapse individual folders. A right-click on the tree brings up a menu with “Expand All” and “Collapse All” choices.

Note: The pane on the left side might not display all of the Data Defaults within the referenced Census Specification; only Data Defaults applicable to the calculation processed will be displayed.  The application of defaults is determined by the type of calculation (i.e. Final, Estimate) as well as what data is to be replaced (i.e. missing and zero values, missing values, only or all values, whether or not missing).

The pane on the left side also lists all referenced Eligibility results in the Eligibility folder. The Eligibility results included in the list are the unique combinations of an Eligibility Definition and a Service Definition Set (or in some circumstances, a Service Definition) referenced by the calculation.  All referenced Eligibility results will be displayed to illustrate whether eligibility criteria was met. However, if the participant is not eligible for a benefit because they do not meet the selection expression criteria of the Eligibility Definition, the Benefit Definition will not appear in the pane. Likewise, if a Benefit Definition is unchecked behind the Benefits button at the top of the screen (see snapshot above), it will not be listed in the pane.

This screen allows you to:

• Print or Preview some or all of the tables

• Save the results to a File. If saving to an Excel file and a single exhibit is selected, ProAdmin will use that exhibit name to automatically populate the tab name within the Excel file.  If more than one exhibit is selected or the exhibit name is invalid (longer than 31 characters or contains reserved characters), you will be prompted to enter a tab name. Any subsequent saved files with the same tab name will replace tabs in an existing Excel file.

• Copy the results to another application such as Excel

• Find a specific word, phase or number within the displayed table

• Set display Options such as Select Inputs... for viewing, Show annual annuities or Show monthly annuities on the Calculation Worksheet and Summary results, Select Member data... to be displayed on the Calculation Worksheet, Select Benefits... to access the Active Benefits dialog box, in which you select the Benefit Definitions for which you wish to see output and details (click the Component Detail button to select benefit formula and accrual basis components, as well as identify additional decrement dates for which Final Average Salary, Social Security PIA and Covered Compensation results should be detailed) and, if applicable, whether to Show output definitions results, Show XML results or Show XML+XSL results.

The Calculation Worksheet, Summary Results, Output Definitions and some Data Default exhibits contain additional navigational tools. Within the right pane there will be blue hyperlinks listing a table of contents.  You can click on any link to jump to that section of the exhibit.  Click a section's plus symbol (“+”) to expand it. Use the Up (↑) arrow key to move back to the top of the exhibit. Use minus symbol ("-") to collapse individual sections.

After reviewing the output, you can exit the viewer by clicking the Close button of the Detailed Results screen and then the Exit button of the View Output dialog box. If you later return, your settings behind the Benefits button will remain.