Development Plan Objective Categories (Redesign)

This page applies if the Redesigned Development Plans functionality is enabled.

Development plan objective categories enable users to categorize their development plan objectives. From the Objective Categories page, administrators can create, view, edit, and manage development plan objective categories.

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

Add Objective Category

To add an objective category, follow these steps:

  1. Select the Add Objective Category button. The Add Objective Category flyout opens, where you specify the objective category name. The character limit for this field is 256. If multiple languages are enabled for your portal, you can provide localized content for all available languages. The objective category name must be populated for the default language.
  2. After entering a name, select the Save button. The new category appears in the list of objective categories.
  3. After you create an objective category, you must add them in the Objective Categories section of Development Plan Preferences to make them available within a development plan. See Development Plan Preferences (Redesign) - Overview.

Change Active Status

To make an objective category active or inactive, select or deselect the Active option next to the category. This action is automatically saved. Objective categories are active when this option is selected. When a category is inactive, it is not available for selection within the system.

Objective Category Options

For each existing objective 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, select this icon to edit the objective category name. This opens a flyout in which you can modify the name.
  • Delete - Select this icon to delete the objective category. A confirmation pop-up opens. This option is only available if the objective category is not in use.