Development Plan Categories (Legacy)

From the Development Plan Categories page, you can view and manage development plan categories. All available development plan categories appear on this page and you can search for them by name using the search fields.

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 Development Plan Categories page, go to Admin > Tools > Performance Management, and in the Development Plan section, select Plan Categories.

To search for a development plan category by name, enter the category name in the search field and click the Search button.

To view only active development plan categories in the display, select the Hide Inactive Fields option.

To add a development plan category, click the Add Development Plan Category link. A pop-up appears where you specify the development plan category name. The character limit for this field is 100. After entering a name, click Save. The new category appears in the list of objective categories.

To make a development plan category active or inactive, select or deselect the Active option next to the category and click Save. Development plan categories are active when this option is selected. When a category is inactive, it is not available for selection within the system.

For each existing category, 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 category. This opens a pop-up where you can modify the name. Click Save to update your changes.
  • Delete - Click this icon to delete the category.