About Creating Sub plans for a Master Plan
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For a overview of plan types, see:
Note the following considerations, if you answered Yes to the Create Plan question: Will you be creating multiple plans from a master plan data set? —
Add Plan Codes
When you click [Create Plan] for a Master Plan, balanceAAP will display: Plan Codes. Follow instructions at the following link to build codes to identify each sub plan: Plan Codes.Quick Tip: If you followed the Master Data Collection template, Plan Codes will be included in that data set.
Jump For to:more information on bringing in those codes, see: Plan Codes / Import Plan Codes.
Once the identifying codes are entered, the system will create the sub plans, adding them to the Plans > Recent Plans list. Using that list, you can then enter each sub plan to review (and edit the plan, as appropriate):appropriate).
Cross-reference: For more information on editing the sub plan, refer to: Plan Information.
Turn on and Apply Audit Status
As the final step of Master Plan creation, check the box, indicating Audit Status. (After the plan is created, the option to turn on Audit Status will no longer be available.)Then, open the audit sub plan and navigate to: Plan > Plan Information. Check the box, as appropriate, next to: Is this plan under audit?. When the Master Plan is published to BALANCEhub, the sub plan will be flagged as Under Audit on the DASH display.
BALANCEhub Help Cross-reference: For information on the reporting display, see: DASH > View.