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

Edit the Details of a Development Plan Template

Administrators follow these steps to edit the details of a template, such as the name, plan type, plan items, and all selected competencies, skills, and recommendations.

This procedure assumes that:
  • You belong to a group with access to the Manage Development Plan Template Screen to perform the following steps. Access is granted on the Features screen (Expand Core » Development Plans » Development Plan Templates Select Development Plan Template Management Page).
  • You are on the Manage Development Plan Template screen ((>> Global Settings >> Your Organization >> Development Plan Templates).

To edit a Development Plan Template:

  1. On the Manage Development Plan Template screen, find the plan you want to edit and click the Edit icon edit.
  2. Enter or change details on the form as needed.
  3. Click Save and Continue when you are ready to move to the New Plan Template Item Screen, where you can add goals to associate with the plan.
  4. Enter or change details in the editable fields, such as the goal name or selected competencies, skills, and recommendations.
  5. When finished click Save or Save and Add Another, to add another item to the plan template.