Modules and Views → Resources → Resource Roles → Skills

Skills

You can use the Manage Skills dialog box to manage the list of skills used in your organization. Skills can be used to help find the resources who best match the skills that are needed. Resources who are associated with a resource role can be given proficiency and experience levels for each skill.

Adding a skill

Select a resource role and define a rate. The default rate ($s per hour) is defined for each resource role and the rate must include an date with which the rate is to take effect and the rate (in $) per hour. Open the Manage Skills dialog box to work with the list of skills available in your organization. Enter the name of a skill and click Add. If you add a new rate, the rate for the resource will be the new rate starting at the selected date.

To add a skill
  1. Open the Resources module.
  2. Select the Resource Roles tab.
  3. Click New Skill to open the Manage Skills dialog box.
  4. In the Manage Skills dialog box, add the name of a skill and click Add.
  5. Click Save.

Deleting a skill

If your organization is not using a skill, you can delete it. Pick a skill from the list of skills and click Delete.

To delete a skill
  1. Open the Resources module.
  2. Select the Resource Roles tab.
  3. In the resources tree, right-click and select Manage Skills.
  4. In the Manage Skills dialog box, under Skill List, select a skill and click Remove.
  5. Click Save.

Editing a skill

You can modify an existing skill. If you modify an existing rate, the allocation associated with that rate will use the modified rate.

To edit a skill
  1. Open the Resources module.
  2. Select the Resource Roles tab.
  3. Open the Manage Skills dialog box. Right-click a resource role in the navigation pane and select Manage Skills; or click Manage Skills in the view pane.
  4. In the Manage Skills dialog box, select a skill, rename the skill, and then click Update.
  5. Click Save.

Renaming a skill

Skills can be renamed. Pick a skill from the list of skills, rename it, and then click Update.

To rename a skill
  1. Open the Resources module.
  2. Select the Resource Roles tab.
  3. In the resources tree, right-click and select Manage Skills.
  4. In the Manage Skills dialog box, under Skill List, select a skill, rename it, and then click Update.
  5. Click Save.