Performance goal planning > Administrator Plan Dashboard > Close a performance plan

Close a performance plan

Closing a performance plan set a closed date on the plan and makes the plan read-only. In addition, all tasks associated with the plan are removed from the To Do list.

Follow these steps to close one or more performance plans.

1. From the Navigation bar under Performance Planning, select Admin Plan Dashboard.
2. Perform a search for a Performance Plan.
3. To close a single performance plan:
   1. Click the Close link in the Actions column of the plan.
   2. Confirm the close by clicking Yes.
4. To close multiple performance plans:
   1. Place a check mark next to the plan(s) you want to close.
   2. Click Close at the bottom of the page.
   3. Confirm the close by clicking Yes.