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Excerpt
nameSkills tab - FULL

Introduction

Skills can make it easier to assign tasks to resources. Assign skills to people and items to make it easier to match resources to tasks.

...

Excerpt
nameSkills - introduction

Skills need to be defined before you can:

  • Assign skills to tasks

  • Assign skills to resources

Screen elements

Columns

Insert excerpt
Skills tab (Administration)
Skills tab (Administration)
nameIMG - Skills tab (columns)
nopaneltrue

Columns display skill attributes:

  • name

  • code

  • color

  • description

Columns can’t be removed/added.

Actions

Remove

Insert excerpt
Skills tab (Administration)
Skills tab (Administration)
nameICON - add new skill (button)
nopaneltrue

Add new skill

n/a

Edit

Skills attributes

Required:

  • name

  • code

  • color

Optional:

...

Required

Name

(tick)

Code

(tick)

Color

(tick)

Descritption

(error)

Available actions

Add

Excerpt
nameSTEPS - create a skill (administration)

  1. Click Add new skill.

  2. Fill in the required fields.

  3. Click Create.

Create a Skill.mp4

Edit

Excerpt
nameSTEPS - edit a skill (administration)

Use inline editing to update an existing skills. Double click (left mouse button) on a column value to enter the editing mode.

Edit Skills.mp4

Delete

Excerpt
nameSTEPS - remove a skill (administration)
Note

Action is irreversible.

  1. Click the bin icon on the right

  2. Click Delete to confirm

Remove skill.mp4

Default skills

Excerpt
nameskills - default

The three default skills available upon installation of the BigPicture app are:

  • Developer

  • Project Manager

  • Tester

The default skills can be edited/removed at any point.

Note: There is no way to restore the default skills. Once removed, you will have to add them manually.

Access

Permissions

Panel
panelIconId1f512
panelIcon:lock:
panelIconText🔒
bgColor#F4F5F7

Insert excerpt
Resources tab
Resources tab
nameSECURITY - Administration (Resources)
nopaneltrue

Navigation steps

Excerpt
nameGO TO - Skills tab (Administration)

  1. Insert excerpt
    Interface and Navigation
    Interface and Navigation
    nameNAV - wrench icon (select)
    nopaneltrue

  2. Insert excerpt
    Interface and Navigation
    Interface and Navigation
    nameNAV - resources (wrench menu select)
    nopaneltrue

  3. Insert excerpt
    Interface and Navigation
    Interface and Navigation
    nameNAV - Skills tab (select)
    nopaneltrue

...