Skills

Skills describe what your people can do, such as “Software Developer”, “Graphic Designer”, or “Project Manager”. The scheduler uses these skill records to decide who can be assigned in schedules.

Add skills manually

Go to Resources ➔ Skills, click Add skills. In the popup enter one or more skills, pressing ENTER between each. Before you save them you can remove any not needed. When ready, click Save:

Skills are organisation-wide, so once a skill exists you can assign it to any person in the organisation.

Tip

Keep skill definitions consistent and specific enough to be useful, but not so narrow that you end up with lots of skills that only apply to one person.

---

Update or remove a skill

Go to Resources ➔ Skills screen and click the Edit or Delete button at the end of that person’s row.

---

Bulk import

If you need to add a larger set of skills, import from a Comma-Separated Value (.csv) file.

Download the template file

To see the CSV file format for people, select Export to file on the Import/export skills drop-down.

Prepare the CSV

Open the CSV file in in Excel, Google Sheets, Apple Numbers, or other spreadsheet or text editing app. Fill in data for the columns, making sure to leave the column headings as the first row:

• Required columns: name

Example:

name
Frontend Developer
Backend Developer
UX Designer
Project Manager

Upload the CSV

When the file is ready, select Import from file on the Import/export skills drop-down.

Note

Duplicate skill names in the CSV, and skills that already exist in your organization, will be skipped on import

Issues importing?

See Common import issues

---

Assigning skills to People

After adding skills, go to Resources ➔ People, open a person’s profile, and select their primary skill.

Using skills in Projects

When you define requirements in a project in a Plan you can set the skills required and the number of people needed with those skills. The scheduler looks for people whose profiles include that skill and are available.