Resource management is only available with the RepliconPSM, RepliconPPM, Professional Services Automation, and Project Portfolio Management products.
Skills can help you match resources to projects. Once your administrator has set them up, you can assign skills and skill levels to resources. Then, project and resource managers can search for resources with specific skills based on the requirements of their projects.
To assign skills to a resource:
Alternatively, you can access resources from the Team tab of individual projects. However, only resources already assigned to that project will be shown.
The Find Skills dialog opens.
The Skills table is updated to show the resource’s assigned skills. From this table, you can remove a skill or update the skill level.
Skills, skill levels, and categories are defined in the Administration section. Contact your system administrator to obtain access or request changes.
No, you do not have to choose a skill level when assigning skills. When searching for resources by skill, every resource with that skill will be shown, regardless of their level.
There are a number of resource reports that can be configured to include the skills and skill levels for each resource. You can also filter report data by skill or skill level.