A Development Plan Template needs to be uploaded to a unique instance. Uniqueness is determined by the template ID, which can be seen in the XML. You can check Provisioning to verify if other Development Plan Templates are already in the instance.
Assuming you have Provisioning access and Admin Center access to upload Development Plan Templates, there are two ways you can add these templates:
- Add a new template in Admin Center from the SuccessStore by navigating to Manage Templates.
- Upload the XML template in Provisioning.
To learn how to add new Development Plan Templates to your instance, watch this video:
Although adding a Development Plan via Manage Templates in Admin Center is possible, the SuccessStore that contains a library of templates may generate an error. In these situations, the only solution is to add templates via Provisioning so we will focus on using that method.