Add resource skills (Project Service)


Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Your clients’ projects no doubt require a variety of different skills to complete the job, such as SQL programming or agile methodologies. Enter each skill so you can associate it with resource roles and resources later on.

  1. Go to Project Service > Resource Skills.

  2. Click New.

  3. In the General area, enter a name for the skill in Name, and then fill in the other fields as necessary.

  4. Click Save.

    When you create a new skill, it’s automatically activated. If you don’t want this skill available for use yet, click Deactivate at the top of the screen. Then go back and activate it when you want to make it available.

    In the next step, you’ll set up proficiency models so you can rate a consultant’s proficiency with each skill and match it to the proficiency a project requires.

See Also

Set up resources