Development Plan Templates

Development Plan templates simplify the plan creation process by providing a quick way to populate new plans with pre-filled information. Development Opportunities and Activities can be added to templates, and these are automatically applied when using templates to create new plans.

The Development Plan Templates page, found under the Development heading in the Admin menu, displays a list of all the available templates. Filters allow you to narrow the list of displayed plans based on their Status (Draft, Published, Archived). There’s also a search bar above the table that can be used to locate a specific template, and a sort option to reorganize the list.

Selecting a template from the list opens the detail view for the plan.