(Master and) Sub Plan History Source

Required Steps

Click Sub Plan History Source from the history home page or the navigation menu on the right for additional master plan options. Here you can choose any of the three history sources and apply them to selected sub plans.

If selecting Import from Existing Plan as a history source, select the Company,Company, Establishment,Establishment, and Plan that will be the history from the drop-down lists. Only master plans will appear as history options.

You can select to have sub plans match their history counterpart by either Plan Code or Establishment.Establishment. By default, if a sub plan does not have a match based on the selection, its history will be set as Manual Input.Input. If you want such plans to assign a start point analysis as the history instead, check this option.

Check off the sub plans you wish to apply these settings to, and click Save.Save.

Note: If Manual Input is assigned to any sub plans, you will need to go into those sub plans and set the history numbers there. Failure to do so will result in no goals being identified for the previous year, and adverse impact calculations to be invalid.