Create a Work Skill Group

You can bundle selected work skills into work skill groups to create greater ease and flexibility in assigning skills to the resources. You can continue to assign individual work skills along with work skill groups, creating a more accurate resource work skill record. Work skill groups must also be defined to be used for capacity categories, if different work skills must consume quota from a single capacity category.

  1. Click Configuration > Work Skills.
  2. Click Work skill groups.

    The Work skill groups page appears.

  3. Click Add new.

    The Add work skill group page appears.

  4. Complete the following fields:

    : Work skill groups fields

    Field Description
    Name Enter the work skill group name. If you have set multiple languages for the application, input boxes appear for the different languages.
    Label Enter a unique identifier for this work skill group.
    Active Select the check box to make this work skill group active.
    Can be assigned to a resource Select the check box if you want the work skill group to be able to be assigned to a resource record. If a group is assigned to a resource, then that the resource obtains all the work skills defined for the group.
    Can be added to a capacity category Select the check box if you want the work skill group to be able to be assigned to a capacity category. If a capacity category contains a group of work skills, then an activity is considered a match to the category if it 'requires' at least one of work skills from the group.
  5. Click Save.

    The Work Skill Groups page appears. The Work Skill Groups page can display only 2000 work skills.

  6. Click the pencil icon in the Work Skills cell to add work skills and their qualification level.
    The Edit work skill page appears.
  7. Click to select the work skill and activate the Qualification Level field.
  8. Click Save when done.
  9. To modify a work skill group, click the Name cell.
    The Edit work skill group: [Work skill group name] page appears, which is similar to the Add work skill group page.