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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.