Open a Completed Plan to Review Results

KEY TOPICS:

• Working with Plan tabs and Lists
• Open a Plan
• Delete a Plan

Working with Plan tabs

From the Recent Plans tab, additional tabs are available in tab header to: Open Plan, Create Plan, and Delete Plan.

Navigational links in the upper left are available to enter cog icon System Tools menu, or (Recent) house icon Plans in a new window.

View and Hide Plans

Once plans are created, the Recent Plans list displays them in order of the date Last Opened. Sub plans appear indented below the corresponding Master Plan.

Plan Icons

Icons in the far right column of each row identify the plan type:

• 
  [R] Annual Regular plan, single
• 
  [M] Annual Master plan, which contains data for a set of sub plans
• 
  [S] Sub plan, associated with an annual Master Plan
• 
  Update annual plan, single
• 
  Update Master plan
• 
  Update sub plan

If a plan is open, the [Lock] icon also displays.

Search and Sort Plan Lists

Using the BALANCEapp header on the Open Plan or the Delete Plan tab, search for specific plans by entering a keyword or term in the Search field; then click the search icon [Search] button. To restore the full list of plans, click clear icon [Clear].

Quick Search Tip: Enter a term in the search bar Search field. Then hit ENTER on the keyboard to perform the Search. Use the ESCAPE (ESC) key to clear the Search results.

By default, the Open Plan and Delete Plan lists are organized by Plan ID, but plans can be sorted by clicking on any column header. Click once to sort ascending, twice to sort descending, and a third click will clear the sort on that column. Page navigation tools are available at the bottom of the page.

Open Plan tab

Hide Plans

Navigate to the Open Plan tab for a full list of existing plans, with additional tools to sort and display plans. Based on system settings, plans created by other uses are included in the Open Plan list. To hide plans created by others, check the box next to the tab header command: Show Only Plans I Created.

Open a Plan

From either the Recent Plans tab or the Open Plan tab, click the entry in the Plan/Plan Name column to open a plan.

Delete Plan Tab

Click on the Delete Plan tab, select the plan or plans by checking off the boxes to the far left of each plan, and then click the [Delete] button.

Delete a Plan

Check the box to the left of the plan record; then select the [Delete] button at the bottom of the list. When the confirmation message appears, select [OK].