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Help Administrators

Setting up resource profiles

As a resource manager, you’ll need to add information to resource profiles, so you can find suitable resources when fulfilling resource requests submitted by project managers.

The SmartMatch tool available when searching for resources gives each resource a rating based on how closely their role, skill, and group assignments fit request criteria. Plus, you might want to do some manual checking of resource competencies to ensure a candidate is a good fit.

For those reasons, it’s a good idea to fill out resource profiles as completely as possible.

Resources are added as users at Administration > Employees and Organization > Users, and many of their settings are defined there, but their roles, skills, and certain other details are defined in their resource profile.

To complete resource profiles:

  1. Go to Resource Management.

  1. Click List.
  2. Select the name of a resource.
  3. Click the Edit button located in the top, right-hand corner of the page.

  1. Complete applicable fields, as described in the table below.

To assign roles...

Click the icon in the Roles section, then enter a primary role, and as many additional roles to the user, as you want.

The available roles are defined at the system level.

To assign and configure skills...

Click the icon in the Skills section, and click Select Skills to find and assign a new skill.

You can also update the user’s level at that skill, any certificates associated with the skill, and dates when it was first and last used.

The available skills are defined at the system level.

To record license and certification info...

Click the License/Certificate button, and fill out the pertinent details such as the name of the certification, issue and expiry dates, and the credential ID.

If you want to upload a certificate for the license or certification, use the Documents section

To save documents to the profile...

Click the File/Web Address button, and either upload the file or enter the document URL.

Related links

Setting up resourcing notifications
All about resourcing
Setting up resource profiles