Adding Skills and Certifications to Role Requests

You can add skills, certifications, and skill sets from PSA to your estimate role requests. These skills and certifications are also added to the resource requests that are created when pushing an estimate to an opportunity and when a project is created from an estimate and can be copied when creating or adding from an estimate template. For more information about skills, see Skills Management Overview.

Notes:
  • Your administrator can disable skills and certifications in Services CPQ using the Disable Estimate Role Skills setting in the Services CPQ custom setting. For more information, see Services CPQ Settings.
  • If your administrator has customized the Minimum Rating picklist on the Resource Skill Request object, these changes must also be made to the Rating picklist on the Estimate Role Skill Request object to display in Services CPQ.

  • You can't add duplicate skills, certifications or skill sets to a role skill request.

To add skills, certifications, and skill sets to a role request:

  1. On the row of the role request you want to add skills or certifications to, double-click the Skills / Certifications cell.
  2. Select Skill / Certification or Skill Set from the drop-down.
  3. Search for the skill, certification, or skill set you want to add and select it.
  4. Click Add.
  5. [Optional] Repeat steps 2-4 for each skill, certification, or skill set that you want to add.
  6. Click Apply.