About Creating Sub plans for a Master Plan
KEYAfter ADDITIONALfamiliarizing STEPS
yourself with the Create Plan settings, not the following specific settings, related to Master Plans:
Determine Audit Status (Master Plans Only)
If any sub plan is under audit, it may be displayed on the BALANCEhub’s DASH, using that filter. Check the box for: Is this plan under audit?
Note: The setting to display audit status in BALANCEhub must be set during Master Plan creation.