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The skills tab is used to define the areas of expertise that your resources have. When you staff projects down the road, you can then search and select resources based on their skills. Skills are defined on a range from None to 5. The metrics of what 1, 2, 3, etc mean is defined by your own organization. There is not a place to display this in Projector, so you will need to educate your users on what the levels correspond to. The list of skills in your installation is defined in the Skills Editor.

The skills tab is reached by going to the Administration tab | Users & Resources subsection | Resources | double click to open the resource editor. Select the Skills subtab.

 

Permissions and Settings

To view skills you must have the cost center permission Browse Resources.

A resource can edit their own skill levels if it is enabled on their user. You can optionally require those edits to approved by an administrator with the cost center permission Approve Skills.

For an administrator to edit some one else's skill levels they must have the cost center permission Maintain Resources.

Add additional skills or edit skill groups through the Skills Editor.

You can generate a list of skills for everyone in your installation by running a Resource Report.

Skills

Check the box that best represent this resource's skill level on a scale from None to 5.

In Practice

Skills are most useful when requesting or booking resources. Now when searching for someone to fulfill a role, you can ensure that they have the requisite skills. In the screenshot below I am searching for a developer with a 3+ rating in C# and .NET design.

Your resource can review their skill levels and potentially make updates on their My Profile page.

 

 

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