Skill Sets Overview

Clicking the Skills Sets tab displays the skill sets home page. .
  • In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
  • In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
  • From the list, you can click any skill set name to go directly to its detail.
  • Click New to create a new skill set record.
Skill Set Records
Recent Choice   Description
Recently Viewed   The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created   The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified   The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.

Skill Sets

Skill sets enable you to:

  • Group skills and certifications. You can create skill sets containing skills and certifications that relate to a particular product, or create skill sets that relate to a particular functional role on a project. For example, you could create a skill set for Migration and add individual skills relating to migration activities, such as data cleansing, to it.
  • Filter resources based on the skills in one or more sets, when creating resource requests.

To use skill sets, you must assign the PSA - Manage Skills permission set to your users.

Note:

When you select the Inactive checkbox for a skill set, it is removed from searches and you can no longer select it for actions. By default, the checkbox is deselected and the status is "Active" when created.

For more information on skill sets, see Creating Skill Sets.