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Adding a Skill or Certification

Before you start, you might want to edit the Type, Group and/or Certification Source picklists on the Skill/Certification object to align them with your organization.

To add a new skill or certification:

1. Click the Skills and Certifications tab.
2. Click New Skill / Certification.
3. Complete the fields described in "Skills and Certification Fields".
4. Click Save.
5. Assign the skill/certification to an RPGAbbreviation of region, practice, group. hierarchy using the Skill / Certification Zone tab. See "Skill Certification Zones Fields".

   The new skill is now ready for rating by your resources and use in requesting resources for a project or opportunity.

6. Repeat the previous step for all the skills and certifications that you want resource ratings for.
7. Advise your resources to rate themselves by clicking New Skill / Certification on their contact record. See "Skill Certification Rating Fields". Resources can then edit this rating on their contact record or on the Skills and Certification Matrix tab.
8. Use the Skills Capacity tab to see what levels of skills/certification levels your organization has available.
9. Use the Skills and Certification Matrix tab to see what skills/certifications your resources have by name, and edit ratings and evaluation/expiration dates as appropriate.

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