Managing Resource Skill Requests on Resource Requests

Resource skill requests enable you to request the skills and minimum ratings you need a particular resource to have to staff a resource request. You can view, modify, and create resource skill requests on resource requests. Your administrator might need to add the Match All field to your Resource Skill Request page layout.

Use the following areas of the resource request's record page to manage the skills, skill sets, and certifications for a resource request:

• The Manage Skills action on the Actions tab, which opens the Manage Skills window.
• The Skills section of the filter that you open from the Resourcing tab. Use this to further refine the list of resources with matching skills or certifications

Using the Manage Skills window, you can select to match all essential skills or any essential skill that you need for the resource request. Any changes that you save in the Manage Skills window are reflected in the Skills section of the filter.

Adding and Managing Skills in Resource Requests

To add and manage a list of skills and ratings, use the Manage Skills action on the Actions tab on the resource request's record page. You can also use skill sets to add a list of skills and set ratings for them.

Notes:

Your administrator must select Enable Desirable Skills in the Skills Management custom setting, to show the Skill Importance column and mark the skills as essential or desirable.

To view, modify, and add skills and certifications for a resource request on the resource request's record page:

1. Click Actions | Manage Skills. The Manage Skills window opens, showing the current skills and ratings settings on the resource request.
2. In the Skills Selection section, select Skill or Certification, or Skill Set from the record selector field. By default, Skill or Certification is selected.
3. Click the search field and select the skill or certification, or skill set to add. You can now also see the record type within the list of skills and certifications.

Note: The search is performed on all the columns available in the grid, providing greater options for searching the skills. The Search Results window shows up to 500 records.

4. [Optional] To edit a minimum rating or a skill importance, hover over the relevant cell in the table, click , and then select another option.
5. By default, all the matched skills, certifications, and skill sets are selected in the grid. Deselect the ones that you don't need.
6. [Optional] Click | Remove Skill or | Remove Skill Set to remove skills, certifications, and skill sets from the grid.
7. Click Save. The skills, certifications, and skill sets are displayed on the Resource Skill Requests section of the Related tab on the resource request.

Notes:

Duplicate skills are not allowed in essential skills and desirable skills. A skill can either be essential or desirable, not both. Also, duplicate skills with different ratings are not allowed for essential skills.

Duplicate skills are not allowed in skill sets or skills and certifications. If a skill is already selected in a skill set, the same skill is not allowed in any other skill set or skills and certifications.

The filtered resources are displayed in the resource grid on the Resourcing tab. To view the details of filtered resources' eligibility criteria, click a resource in the Resource Grid to view details of their matched criteria in the Requested Skills sections of the Resource Details tab.

If your administrator has selected Enable Desirable Skills field in the Skills Management custom setting when creating the resource request, you can see the list of matched and unmatched essential and desirable skills in the Requested Skills section of the Resource Details tab.

In the Requested Skills section:

• Essential and Desirable skills that match are displayed first and are indicated by .
• Essential and Desirable skills that do not match are displayed below and are indicated by .

Recommended Resources

On the Resource Request Lightning page, use the Include Recommended Resources checkbox on the Resource Filter to sort the resources displayed in the Resource Grid by the rank decided after calculating their skill scores using the essential skills and desirable skills.

When you select Include Recommended, a Rank column is added to the grid.

Select the Include Recommended Resources checkbox and click Apply, to display the resources by rank in ascending order in the Resource Grid.

For more information, see the following:

• Resource Filter Lightning Component Fields
• Intelligent Staffing for a Resource Request

Adding Individual Skill Resource Requests

To view, modify, and create individual skill resource requests from the Related tab, Resource Skill Requests related list:

1. [Optional] Click View All to expand the list of resource skill requests.
2. [Optional] Click Edit or Delete on an individual resource skill request to modify it or remove it as needed.
3. Click New to create a new resource skill request record for the resource request. The Resource Request field defaults to the source resource request record.
4. Select a skill or certification in the Skill or Certification field. Enter a minimum of one character to start the search.
5. Select a minimum rating for the selected skill or certification.
6. [Optional] Do one of the following:
   • Select Match All to return resources who match all resource skill requests for the resource request at your specified ratings.
   • Deselect Match All to return resources who match at least one or more resource skill requests for the resource request.
7. [Optional] Select Primary to make this record the most important skill or certification required for the skill request.
8. Click Save.