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

  1. From the main menu, open Resources and in the Resources section, select Skills.
  2. Select New to add characteristics.
  3. Fill in the required fields and select the Characteristic Type.

Assign characteristics to resources

  1. 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.
  2. From the list, select the name of a bookable resource.
  3. In the Project Service section, select +Add Bookable Resource Characteristics record.
  4. In the pop-up window that opens, find and select the required characteristics, and add a Rating Value for the resource.
  5. Select Save & Close.

Assign characteristics to resource requirements

  1. In the team member grid, find and double-click the generic team member with the characteristics that need to be updated.
  2. In the Project Team member Detail, select the Resource Requirement tab.
  3. In the Skills subgrid, select +Add new Requirement Characteristic.
  4. In the quick create pane, find and select the required characteristics and add a Rating Value.
  5. Select Save & Close.