Work with Narratives in a Master Plan
RETURN TO:
BEFORE YOU BEGIN:
Review the articles linked above, to familiarize yourself with Narrative tools.KEY TOPICS:
- Template Editing and Master Plans
- Apply Global Narrative Settings and Content to Sub plans
- Customize the Sub plan
- Import Tags and Values
Use the Master Plan Framework to Develop Narratives
Template Editing and Master Plans
balanceAAP supports the cascading of Master Plan Narratives to sub plans so that settings and content can be applied universally. If you are creating Narratives for a set of plans, relying on this format, begin in the Master Plan. Once the global elements are in place, you can move on to customizing a particular sub plan, as necessary.Important Caution: Pay consideration to the order in which edits are made. A subsequent change from the Master Plan, cascaded to the sub plans, may overwrite a customized change in one or more sub plans.
Apply Global Narrative Settings and Content to Sub plans
All Narratives > Settings developed or edited in the Master Plan will apply to all sub plans.The following Narrative elements may be cascaded to sub plans by using a Master Plan menu, which will display at the bottom of the page, where applicable.
- Content for each
Narrative Templatetemplate (e.g., Minorities/Women, IWD) - Tags & Values
- Uploaded Documents that were added through [Manage Documents]
The cascade setting will be checked by default.
Customize the Sub plan
Narrative Settings cannot be changed within the sub plan.Content, Tags & Values, and stored Documents can be changed while working in a sub plan, for the specific needs of that plan.
Quick Reminder: If a sub plan setting (e.g., option, tag, content edit) applies to all sub plans, determine it within the Master Plan.