Development Plan Activity Types (Legacy)

From the Activity Types page, you can view and manage development plan activity types. All available activity types appear on this page and you can search from them using the search field.

Note: Legacy Development Plans are scheduled to be retired with the May 2020 release. Redesigned Development Plans can be enabled via Corporate Preferences. See Corporate Preferences.

To access the Activity Types page, go to Admin > Tools > Performance Management, and in the Development Plan section, select the Activity Types link.

To search for an activity type by name, enter the activity type name in the search field and click the Search button.

To view only active activity types in the display, select the Hide Inactive Fields option.

To make an activity type active or inactive, select or deselect the Active option next to the type and click Save. Activity types are active when this option is selected. When a type is inactive, it is not available for selection within the system.

For each existing activity type, in the Options column you can perform the following actions:

  • Localize/Edit - Either the Localize or Edit option is available for each item.
    • Localize - If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages. This option also enables you to edit the category name for the default language.
    • Edit - If multi-language is not enabled, click this icon to edit the activity type name. This opens a pop-up where you can modify the name. Click Save to update your changes.
  • Delete - Click this icon to delete the activity type. This option is only available if the activity type is not in use.

Add Activity Type

To add an activity type, click the Add Activity Type link. A pop-up appears where you specify the activity type name. The character limit for this field is 100. After entering a name, click Save. The new type appears in the list of activity types.

After you create an activity type, you must add them in the Activity Types section of Development Plan Preferences to make them available within a development plan. See Development Plan Preferences.