--- title: Editing a plan or template's content description: Supervisors can only see the templates for the positions that directly report to them. Editing the content of templates and plans is done identically. Adding, editing, and deleting is done all at once --- [Skip to content](https://knowledge.balancedcomp.com/editing-a-plan-or-templates-content#main-content) English Show submenu for translations ![MainBrand\_RGB\_Icon\_Red.jpg\]](https://knowledge.balancedcomp.com/hs-fs/hubfs/MainBrand_RGB_Icon_Red.jpg?width=40&height=40&name=MainBrand_RGB_Icon_Red.jpg) - [Position Grading Request](https://balancedcomp.com/regrade-request/) - [Annual Comp Report](https://compreport.balancedcomp.com/) - [Past FinComp Sessions](https://www.youtube.com/feed/playlists) Open main navigation Close main navigation - [Position Grading Request](https://balancedcomp.com/regrade-request/) - [Annual Comp Report](https://compreport.balancedcomp.com/) - [Past FinComp Sessions](https://www.youtube.com/feed/playlists) - English Show submenu for translations - balancedcomp.com balancedcomp.com How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.balancedcomp.com/?hsLang=en) 2. [BalancedResults](https://knowledge.balancedcomp.com/balancedresults?hsLang=en) 3. [Performance Reviews](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#performance-reviews) # Editing a plan or template's content Supervisors can only see the templates for the positions that directly report to them. Editing the content of templates and plans is done identically. Adding, editing, and deleting is done all at once for each section (core competencies, objectives, special projects, and training modules).  Objectives and/or their weightings can be changed anytime a significant change in the duties occurs. Editing objectives can be done from inside a plan or template's content. #### Step 1 Click on  **Plan Content** in the subnav. ![](https://knowledge.balancedcomp.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images59d7ce7c2c7d3a40f0ed4306file-klf10MeNPg-1.jpg) #### Step 2 Select the **Objectives** tab. ![](https://knowledge.balancedcomp.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images59d7cfc5042863379ddc78ccfile-L90qJQBwJE.jpg) #### Step 3 Click the blue, primary action at the top of the page titled Edit Objectives. ![](https://knowledge.balancedcomp.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images59d7d0c8042863379ddc78d6file-CEtM6eM9sg.jpg) --- ### Adding Objectives #### Step 1 There are a number of ways to add objectives, outlined with buttons to the left of the page. You can: - Create an objective from scratch - Copy objectives from our BalancedResults example library - Copy objectives from a template in your system - Copy objectives from essential functions in the position's job description - Pull in your company's corporate objectives - Pull in your company's department objectives Aside from creating from scratch, these options all open up modals. #### Step 2 Under **Copy From**, selecting example library or other templates will open up a text box with a list of job titles.  1. Click on the **title** whose objectives you'd like to see 2. Check off the objectives you'd like to pull in 3. Click **Add To Plan** Essential functions and the options under **Pull In** will open up a text box with a list of potential objectives. 1. Check off the objectives you'd like to pull in 2. Click **Add To Plan** #### Step 3 - Title - Weight (All the objectives' weights must total 100%. You will see a running total in the bottom left of the screen) - Description - Performance Levels #### Step 4 When entering the performance levels, you have 2 options: - Use the company performance level definitions - These are generally very basic terms, such as Exemplary, Meets Expectations, etc - Define your own - when the outcomes are measurable and you can enter custom performance level definitions --- ### Reordering Objectives #### Step 1 Click on the blue **circle with an icon**, at the top left of each objective.![](https://knowledge.balancedcomp.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images59d7ddd42c7d3a40f0ed4386file-BvrID576oH.jpg) #### Step 2 This will open a text box displaying each objective's title. You can drag **and drop** them into any order.![](https://knowledge.balancedcomp.com/hs-fs/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images59d7de9b2c7d3a40f0ed438ffile-VK23JoAl9Z.jpg?width=332&name=d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images59d7de9b2c7d3a40f0ed438ffile-VK23JoAl9Z.jpg) #### Step 3 **Save** your changes.![](https://knowledge.balancedcomp.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images59d7dee22c7d3a40f0ed4390file-brWWAPEaJt.jpg) --- ### Deleting Objectives #### Step1 Click on the red **circle with a trash icon**, to the right of each objective.![](https://knowledge.balancedcomp.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images59d7df29042863379ddc7956file-ZM055o8zik.jpg) Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. 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