About Creating Sub plans for a Master Plan
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If you previously answered Yes to the following question during plan creation, “Will you be creating multiple plans from a master plan data set?”, your next step will be adding your Plan Codes.
Add Plan Codes
After you click the [Create Plan] button to build a Master Plan, balanceAAP will automatically display the Plan Codes page. When entered, these codes will identify each "sub plan" in the set.
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).
About Applying Audit Status to Master and Sub Plans
During the Create Plan process, 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 Berkshire Client Portal , the sub plan will be flagged as Under Audit.
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