About Creating Sub plans for a Master Plan

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• Create Plan

  Cross-reference:

For a overview of plan types, see:

• Recent Plans (and other Plan Lists).

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, as appropriate): Plan Information.

Turn on and Apply Audit Status

During Master Plan creation, check the box for Audit Status. Then, open the audit sub plan and navigate to: Plan > Plan Information. Check the box, as appropriate, next to: Is this plan under audit?.