Associate skills with resource roles (Project Service)

Important

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

While you were adding resource roles, you probably already associated some skills to them. From time to time, you might need to add additional skills to a resource role.

1. Go to Project Service > Resource Roles.

2. Click the resource role you want to add skills to.

3. In the Skills area, click + to add a skill.

4. In the Role competency requirement pane, click in the Skill field, click the Search button, and then select a skill.

5. Select a proficiency for that skill, and then click Save.

6. Continue adding skills as necessary. When you’re done, click Save at the bottom right corner of the screen.

See Also

Set up resources