Master Plan Reporting Levels > Rollups and Plan Groups (Optional)
Use Plan Groups to Organize the BALANCEhubBALANCEhub DASH
About Plan Groups
BALANCEhub’sBALANCEhub’s DASH can show graphical results for Plan Groups, rather than the whole Master Plan. Use the Reporting Levels > Plan Groups tab to determine what those filter choices will be.
The Plan Group entries made here will display in the BALANCEhub DASH tab header for selection by users.
Add the First Plan Group
Using the right-hand column, enter a Plan Group Name in the provided field, and check off each sub-plan to include in the group.Quick Tip: When making selections involving a long list of plans, choose to reorder the check boxes: Sort by establishment or Sort by plan code.
Then click the [Save] button. The Plan Groups list displays in the left-hand column.
Create Additional Plan Groups
Click the [Add] button and proceed to naming and identifying the group, as described above.
Import Plan Groups
If you have one of the following, you may import Plan Groups:
•An
- An external file, containing data entries for Plan Code and Group Name
•Existing - Existing Plan Groups in another
BALANCEaapbalanceAAP plan
Click the [Import] button, select the Source (External File or BALANCEaapbalanceAAP plan), and follow provided prompts.
Choose whether to Overwrite (replace) or Append (add to) current groups, and click [Import Plan Groups].Groups].
Edit a Plan Group
Select a Plan Group from the left-hand column. Update the check boxes in the right-hand column. Click [Save].[Save].
Delete a Plan Group
To remove a group from the Plan Group list,