Skills

Modified on Mon, 18 Nov, 2024 at 9:38 AM

Adding Skills to a task is the first step in Resource Management. 


To add a skill:


  • Click Add
  • Pick a skill from the drop-down menu 
  • Choose how the effort is to be measured
  • Set the effort required
  • Set the Distribution
  • Set the Account Code 
  • Set the Rate Adjustment. 

Note: The Rate Matrix integrates at both project and task levels, allowing for specific cost attribution to individual tasks based on their unique attributes.

  • Click Add


You can remove a skill by clicking on the red bin icon beside it:


Once a Skill(s) has been attached to a task, an orange star icon will appear in the Info column alongside the task on the Gantt and on the task in the WBS to identify a Skill has been allocated:


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