Creating Skill Sets
When you create resource requests from projects or opportunities, you can apply skill sets to the resource request, enabling you to add multiple skills and certifications to a resource request at a time. You can add or remove individual skills or certifications from the resource request after applying a skill set. For more information about resource requests, see Creating Resource Requests.
To create a skill set:
- Click the Skill Sets tab.
- Click New.
- Enter the name of the skill set.
- [Optional] Enter a description for the skill set.
- Click Save.
To add skills to a skill set:
- Click the Skill Sets tab.
- Select a skill set and click Edit.
- In the Skill Set Skills list click New. Lightning Experience Skill Set Skills are displayed on the Related panel.
- Select the skill that you want to add and click Save.
- Add further skills to create your skill set.