How to Create Resources and Roles › Resource Management: Prerequisites › Assign Skills (Labor Only)

Assign Skills (Labor Only)

You can use skills to describe the talents a labor resource or role possesses for project tasks. You can associate a skill only with a labor resource. Associating the skills with labor resources is helpful for other users who are matching labor resources to roles on projects.

Follow these steps:

1. Open Home, and from Resource Management, click Resources.
2. Open a resource or role.
3. Click the Skills tab.

   The Resource Skills page appears showing the skills for the selected resource or role.

4. Enter filter criteria for an existing skill or click Show All.
5. To add a skill to the list, click Add.

   The Select Skills page appears showing all of the skills available in the skills hierarchy for all resources and roles.

6. Enter filter criteria for an existing skill or click Show All.
7. Select a skill and click Add.

   Note: To add a skill to the skills hierarchy, contact your administrator.

8. Click Save.
9. For each skill, select values for the Proficiency Level, Interest, and Weighting fields.
   1. Assign proficiency levels for labor resources as a rating that indicates how well the resource performs the skill.
   2. Assign an interest level to indicate how important this skill is for the resource or role. For example, a resource with an interest level of 7 - Medium has a greater interest in performing a skill compared to one with an interest level of 4 - Medium.
   3. Use the weighting factor as a tiebreaker if there are multiple skills that have the same proficiency and interest.
10. Click Save.