Using the Skills Matrix

You can use the Skills Matrix page to view existing skills and certifications your resources have by name. You can edit skills and certifications against resources. You cannot add new skills and certifications using this page.

Note:

Category records in your skills hierarchy do not display on this page.

To use the Skills Matrix page:

Click the Skills Matrix tab.
If you want to view the skills and certifications for a resource other than yourself, select Other, and then click the name of the resource that you want to view the skills and certifications for.
To edit a skill or certification, click Edit.
Edit the ratings as appropriate.
Modify the evaluation and expiration dates.
Click Save.

Concepts

Skills Management Overview

Tasks

Setting up the Manage Skills and Certifications Lightning Component

Setting up the PSA Mass Manage Skills and Certifications Lightning Component

Managing Skills, Certifications, and Experience for Resources

Adding a Skill or Certification Zone

Creating Skill Sets

Creating Categories, Skills, and Certifications

Cascade Deleting a Category

Mass Managing Skills and Certifications for Resources

Using Skills Capacity