From the Development Plan Templates page, you can view and manage development plan templates and create development plan categories. All available development plan templates appear on this page and you can search for them by name or category 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 Templates page, go to, and in the Development Plan section, select .
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
|Development Plan Categories - Manage||Grants ability to create and edit categories used to classify development plans. This is an administrator permission.||Performance - Administration|
|Development Plan Templates - Manage||Grants ability to create and edit development plan templates that can be made available for use by end users. This is an administrator permission.||Performance - Administration|
To search for a template by name, by category, or both, enter the criteria in the appropriate search field and click the Search button.
To add a development plan template, click the See Development Plan Templates - Create (Legacy).link. This opens the Create Development Plan Template page.
For each existing template, in the Options column you can perform the following actions:
- Copy - Copy a development plan template. This begins the process of creating a development plan template, but the details of the selected template are populated except for the plan title field. See Development Plan Templates - Create (Legacy).
- Edit - Edit a development plan template. The process for editing a development plan template is similar to creating a development plan template. See Development Plan Templates - Create (Legacy).
- Delete - Delete a development plan template.
- Print - Print a development plan template.