Skills and certifications
Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing
Characteristics are used to enrich the attributes used to describe the abilities of a resource. Each characteristic of a resource can be described as a Skill or a Certification.
Adding characteristics to resource requirements lets you document the knowledge or expertise needed by a resource to complete tasks on a project. Characteristics let you filter the list of available resources to those resources that have the required characteristics when scheduling the resource requirement.
Add characteristics
- From the main menu, open Resources and in the Resources section, select Skills.
- Select New to add characteristics.
- Fill in the required fields and select the Characteristic Type.
Assign characteristics to resources
- From the main menu, select Resources > Bookable Resources. The Active Bookable Resources page opens and you can view a list of all available resources in the system.
- From the list, select the name of a bookable resource.
- In the Project Service section, select +Add Bookable Resource Characteristics record.
- In the pop-up window that opens, find and select the required characteristics, and add a Rating Value for the resource.
- Select Save & Close.
Assign characteristics to resource requirements
- In the team member grid, find and double-click the generic team member with the characteristics that need to be updated.
- In the Project Team member Detail, select the Resource Requirement tab.
- In the Skills subgrid, select +Add new Requirement Characteristic.
- In the quick create pane, find and select the required characteristics and add a Rating Value.
- Select Save & Close.