About Creating Sub plans for a Master Plan

BEGIN HERE:

KEY TOPICS:

  • Add Plan Codes
  • Generation of Sub plans
  • About Applying Audit Status to Master and Sub Plans


Note the following considerations, if you answered Yes to Create Plan, question 4: Will you be creating multiple plans from a master plan data set?

Add Plan Codes

After you click the [Create Plan] button to build a Master Plan, balanceAAP will automatically display: Plan Codes. When entered, these codes will identify each "sub plan" in the set.

Next Step:

Generation of Sub plans

Once codes are entered, the system will create the appropriate sub plans, adding them to the Plans > Recent Plans list. Using that list, you can then enter each sub plan to review (and edit the plan, as appropriate).

Cross-references:

About Applying Audit Status to Master and Sub Plans

During the Create Plan process (under question 9), check the box next to: Is this plan under audit?. (After the plan is created, the option to turn on Audit Status will no longer be available.)

Then, open the audit sub plan and navigate to: Plan > Plan Information. Check the box, as appropriate, indicating Audit Status. When the Master Plan is published to the Dashboard > View, the sub plan will be flagged as Under Audit on the Summary object.