Define employee positions and skills

The Position and Skills list is a list of the positions, skills, and certifications that are important to you when staffing projects. Every companies' list differs, but can include:

• Positions and position levels, such as Engineer Level 1 and Engineer Level 2
• Skills, such as Utility Planning or Site Grading
• Certifications, such as a Landscape Design certification

After you've developed the Positions and Skills list for your company, you'll be able to assign those positions and skills to your employees.

Resource scheduling for projects lets you search for resources based on their expertise, availability, and other factors. For example, a project might need a Level 1 engineer with certain skills who is available for 2 weeks during May.

To help you track, categorize, and search for resources according to skills and expertise, you can:

• Create a list of positions, skills, and certifications that are important to your business
• Assign positions, skills, and certifications to resources

1. Go to Projects > All > Project & resource mgmt and select Add (circle) next to Positions & skills.

2. Give the position or skill a unique Name and enter a brief Description.
   • Name appears when you assign the position or skill to an employee, or when you search for project resources based on qualifications. For this reason, it's important to enter a name that distinguishes it from other positions and skills.
   • Description appears on the Positions and Skills next to the Name.
   After you select Save, you are unable to edit the Name. However, you can update the description or change its status.

3. Select Save.

Delete a position or skill

You can only delete unassigned positions or skills from the list.

Assign positions and skills to employees

You can assign any number of positions or skills to an employee. Filling out the position and skill information for your employees allows you to keep track of the qualifications of your employees and to use that information when searching for project resources.

1. Go to Projects > All > Employees.

2. Find the employee that you want to edit.
3. Select More actions > Edit at the end of the row.

4. Optionally, on the Employee Information tab, update the Position, skill, or certification section.

   • To add a position, skill, or certification, click in an empty row and select from the dropdown list. The items on the list come from the Position and Skills list.
   • To add more rows to the table, select Add .

1. Go to Projects > All > Employees.
2. Select the Edit link next to the employee.

3. Optionally, on the Employee Information tab, update the Position, skill, or certification section.

   • To add a position, skill, or certification, click in an empty row and select from the dropdown list. The items on the list come from the Position and Skills list.
   • To add more rows to the table, select Add .

How do I turn on resource scheduling for projects?

To use resource scheduling for projects, a user with admin privileges must subscribe to the Project & Resource Management module of the Projects application:

1. Go to Projects > Setup > Configuration.

2. In the Project and resource management section select to Enable project and resource management.
3. Edit the permissions to the Projects application for users to give them access to lists and activities related to resource scheduling.