Display the Add Development Plan Template Screen
Follow these steps to view the Add Development Plan Template Screen.
This procedure assumes that:
You belong to a group with access to the Manage Development Plan Template Screen. Access is granted on the Features screen (Expand Core » Development Plans » Development Plans Templates Select Development Plans Template Management Page). The Development Plans features must first be enabled for your company before an administrator will have access to them to enable them for your user group.
To display the Add Development Plan Template Screen:
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Click
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- On the Administration screen, in the Global Settings >> Your Organization section, click Development Plan Templates.
- On the Manage Development Plan Template Screen, click the Add Development Plan Template button.
Parent Topic: Add a Development Plan Template