Use Plan Groups to support Master Plan Elements

About Plan Groups

By creating optional Reporting Levels > Plan Groups, you can:

• Develop high-level AAP metrics for executive communication by filtering Affirmative Action results on the balanceAAP > Dashboard. Options include:
  • Showing or hiding a Plan Group for Dashboard objects
  • Limiting the provided Summary table to establishments in a designated Plan Group
• Calculate Availability by Plan Group, including:
  • Establish Recruitment Areas in a Master Plan
  • Feeders in a Master Plan
  • Factor Weights

Add Plan Groups

Add the First Plan Group

Using the right-hand column, enter a Plan Group Name in the provided field, and check off each sub plan to include in the group.

Then click the [Save] button. The Plan Groups list displays in the left-hand column.

Create Additional Plan Groups

Click the [Add] button and proceed to naming and identifying the group, as described above.

Import Plan Groups

The following types of Plan Group data may be imported:

• An external file, containing data entries for Plan Code and Group Name
• Existing Plan Groups from another balanceAAP plan

Click the [Import] button, select the Source (External File or balanceAAP plan), and follow provided prompts.

Choose whether to: Overwrite (replace) or Append (add to) current groups; and click [Import Plan Groups].

Other Plan Group Tools

Sort Plan list within the Plan Group — When working with a long list of plans, select one of two options while creating or editing the Plan Group:

• Sort by establishment
• Sort by plan code

Edit a Plan Group — Select a Plan Group bar from the left-hand column. Update the check boxes in the right-hand column. Click [Save].

Delete a Plan Group — To remove a group from the Plan Group list, select it from the left-hand column; then click the [Delete] button.