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Skills describe your resource's areas of expertise. Each skill is rated on a scale of none to five. With this information in hand your schedulers and project managers can staff projects with the most appropriately skilled employee. This is particularly important in large organizations where a project manager is not familiar with every resource's skills in the company. This page is where you define skill groups, individual skills within those groups, and which ones are currently active. Manage each resource's skill levels through the resource editor. Or allow resources to set their own skill levels. Find resources with particular skills when requesting or booking them. |
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To update skills you must have the global permission System Settings set to Update. .
You can edit a resource's skill levels either through their resource profile or their my profile page.
Skills are used when searching for resources from the Role Requested Resource Tab and Role Booked Resources Tab.
Manage Skills
Skills are kept in a two level table consisting of parent nodes, called Skill Groups, and child nodes, called Skills.
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Select the skill in the eiditor. Then drag and drop where you want it to appear. You can also use the up/down arrow buttons to move it. Skill Groups and all child skills move up/down the hierarchy as one. Skills can be moved between individual groups.
In Practice