Assign Work Skills to a Resource

Work skills are the competencies that each resource is qualified to perform. A resource without work skills is not considered for activity assignments. You can assign work skills to resources through the Resource Info page.

  1. In the resource tree, click on the group or bucket that you want to add the new resource to.
  2. Click Settings > Resource Info from the drop-down list.

    The Resource Info page displays.

  3. Click the plus icon in the Work skills field.

    The Add work skills window opens.

  4. Assign a preference level for each work skill using a scale of 1 to 100.
    A higher number means that the resource has a higher chance of being allocated the task. If a resource performs this task only occasionally, enter a lower number.
  5. Click Save.
    The resource is now assigned the skills and will be considered for work only if their qualification level meets or exceeds the level in the activity record. These guidelines are applicable:
    • If no individual skills are defined for a resource, then the application interprets that the resource is qualified to perform all of the skills at the highest qualification level. This is the default setting.

    • When qualification levels are set for at least one work skill, then the resource is considered to have only that specific skill. The resource is not considered for work requiring any of the other skills.

    • A higher ratio number increases the likelihood that this resource will be assigned activities with this work skill. If the ratios are conflicting, the application uses the higher ratio. If the work skill group ratio conflicts with the individual work skill ratio, the application uses the individual work skill ratio.