History > Source

KEY TOPICS:

• Confirm the Existing History Source
• Perform Start Point Analysis if a balanceAAP History Source does not Exist
• Enter History Data with Manual Input
• (Master and) Sub Plan History Source

Establish the History Source for Plan Calculations

About the History Source

Because the current AAP relies on historical data for supporting analyses, including analysis of progress towards goals set in the previous year, the History Source must be identified. However, the system offers other tools for establishing this historical starting point, if a previous balanceAAP plan does not exist.

Confirm (or Edit) the Existing History Source

On the Create Plan screen, you were asked if you had a prior year’s plan. If so, on the History Settings tab, confirm this plan as the History Source.

You can also select a different prior year’s plan, Manual Input, or Start Point Analysis.

If you did not select a prior year’s AAP at plan creation, the History Settings screen will ask if you would like to create a Start Point Analysis. If Yes is selected, the source on the History Settings menu will be selected as: Start Point Analysis. If No, the History Source will be selected as: Manual Input. You can change these selections, as necessary.

Below are instructions for using Start Point Analysis and Manual Input.

Click [Apply] to save the setting.

Perform Start Point Analysis if a balanceAAP History Source does not Exist

For users without a prior balanceAAP plan, the Start Point Analysis will estimate the necessary statistics for the prior year, based on Roster and personnel action data in the current plan, as well as all of the current plan's relevant settings.

Retain or click the radio button for: Start Point Analysis, and [Save].

Enter History Data with Manual Input

To enter historical statistics by Job Group, select: Manual Input. Under History Information, select a Job Group from the drop-down, and enter the value for each Report Group.

As appropriate, identify each Report Group with a goal set in the previous year by checking the box for: Goal. Click [Save] before proceeding to the next Job Group.