About Creating Sub plans for a Master Plan

RETURN TO: Create Plan After familiarizing yourself with the Createinstructions Planlinked settings,above, notnote the following specificadditional settings,setting, related to Master Plans: Plans.

• Determine Audit Status

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.