Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the New Plan Template Item Screen

After you create a new development plan template and click Save and Continue on the Add Development Plan Template Screen, you identify the objectives, add an item for each goal, and choose the individual training courses and other activities to help meet each goal. This screen contains the following fields and options.

Contents

Field Description
Plan Info This section displays the template name, who created the template, and any associations saved with the template.
Goal Name Each item on a plan template corresponds to a goal. This is the name of the goal or objective.
Competencies This box allows you to select as many competencies as desired to link to the completion of this goal. Courses and other resources display in the Recommendations section based on your selections.
Skills This box allows you to select all the skills you want to link to the completion of this goal. Courses and other resources display in the Recommendations section based on your selections.
Recommendations The Recommendations area contains tabs, such as Courses or Mentors, where you can select the items you want to link to the completion of this goal. You can also search for other courses to add.
Other Actions The Activities to Complete and Resource fields can contain additional details related to achieving the goal or objective defined for this item.
Field Description
Save or Save and Add Another Click Save to save your changes. Click Save and Add Another to save changes and add another item.
View Plan Template This button opens a screen that displays all the details saved to the template. Actions are also available on this screen, such as editing, deleting, printing, and updating the status of items.
Add Development Plan Template This button opens the Add Development Plan Template Screen. Use the fields on this screen to create a template others can use to create development plans. Define goals associated with concrete tasks that must be completed to reach each goal.
Manage Development Plan Template This button opens the Manage Development Plan Template Screen, where all plan templates are listed with details such as the name, plan type, and date created. Actions, such as adding plan items, editing the plan template, deactivating the template and deleting the template are available on this screen.