About Creating Sub plans for a Master Plan

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• Create Plan

For a overview of plan types, see:

• Recent Plans / Plan Type by Icon

If you answered Yes to the question "Will you be creating multiple plans from a master plan data set?", note the following considerations:

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Add Plan Codes

When you click [Create Plan] for a Master Plan, balanceAAP will display tools to build: Plan Codes. Follow these instructions to build codes to identify each sub plan: 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): 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 such on the BALANCEhub DASH display.

BALANCEhub Help Cross-reference: For information on the reporting display, see: DASH > View.

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