Assign skills to resources


Du er her: InLoox Support Knowledge Base Online Help InLoox for Outlook 7.0 Online Help InLoox PM 7 Project planning features Resource features in planning module Assign skills to resources

Using the InLoox PM skill management, you are able to assign any qualifications and skills (such as language skills, special knowledge of industry sectors, certifications and many more) to project members. Consequently, you can search for team members with certain skills in your company and deploy them for specific project tasks.

And this is how you can generate skills in InLoox PM and assign them to certain project members:

  1. Open the InLoox PM options dialog.

    For more information about how to open the InLoox PM options, please see Open the InLoox PM options.

  2. Under Planning, click Skills. On the right side, you will find the Skills area as well as the Skill Assignment area.
     

    Skill Management

    1. Skills
      • To create a new skill, please click New in the Skills area. In the New Skill dialog box, in the Name field, you can name the respective qualification and add a description in the Description field. Please confirm with OK and the newly created skill will appear in the list.
      • To adapt an already existing skill click the respective skill in the list and click Edit. You are now able to change the naming of the skill in the Name field and to change the description of the skill in the Description field. Confirm with OK and the changed entry will appear in the list.
      • To delete an already existing skill permanently, click the respective skill in the list, then click Delete and confirm with Yes.
    2. Skill Assignment
      • First, click the skill in the list in the Skills area that you want to assign to a project member.
      • Then click New in the Skill Assignment area.
      • In the InLoox PM Skill Assignment dialog box, click to select a resource. Mark the respective name in the list and click Select and then OK. Then activate the check box(es) of the skill(s) in the Skills area that you want to assign. Click OK and the newly created assignment will appear in the list.
      • To modify the assignment, mark the respective entry in the Skill Assignment area and click Edit. To select a different resource, click and mark the respective name in the list and click Select, OK. To modify the assigned skills, activate or deactivate the check boxes of the respective skills.
      • To remove an assignment permanently from InLoox PM, mark the entry in the list, click Delete and confirm with Yes

As soon as you have created a skill entry in the InLoox PM options and you have assigned it to one or several resources, you can search for the respective skill anywhere you can add a resource in InLoox PM.