Open topic with navigation

Creating Skill Sets

When you create resource requests from projects or opportunities, you can apply Skill Sets to the resource request, enabling you to add multiple Skills and Certifications to a resource request at a time. You can add or remove individual Skills or Certifications from the resource request after applying a Skill Set. For more information about resource requests, see Creating Resource Requests.

To create a skill set:

1. Click the Skill Sets tab.
2. Click New.
3. Enter the name of the skill set.
4. [Optional] Enter a description for the skill set.
5. Click Save.

To add skills to a skill set:

1. Click the Skill Sets tab.
2. Select a skill set and click Edit.
3. In the Skill Set Skills list click New. Lightning Experience Skill Set Skills are displayed on the Related panel.
4. Select the skill that you want to add and click Save.
5. Add further skills to create your skill set.

© Copyright 2009-2019 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation