Use a profile to outline a resource description in terms
of skills, competencies, proficiency level, rate, and years of experience.
Create one profile for each resource type description for your organization
requirements. For example, to define resource descriptions for different
programming resource types, create one profile for a Java™ programmer with two years of experience,
and another profile for a Java team
leader with five years of experience.
Before you begin
When you create profiles, you must select predefined skills
and competencies that are relevant for your organization or projects.
Make sure that the relevant skills, competencies, proficiency levels,
and rates are created as application data so that you can select them
when you create a profile.
Note: You cannot delete profiles if you
have assigned them to a project or task.
About this task
To create a profile:
Procedure
- In the Administration view, click Project Management
Administration.
- From the left pane, click Profiles.
- To create a profile:
- Click the Add icon
.
- Enter a profile name, a description, and the years of
experience. Profile name is mandatory. Number of experience
must not be a decimal or negative number.
- To add a skill for the profile:
- Double-click the Skills field. The Skills
window opens. Click the Add icon
.
- Click the Name field and select the skill
from the list.
- Click the Proficiency Level field and select
the proficiency level from the list.
- Click OK.
- To add a competency:
- Double-click the Competencies field. This
field is mandatory. Click the Add icon
.
- Click the Name field and select the competency
from the list.
- Click the Proficiency Level field and select
the proficiency level from the list.
- Click OK.
- Double-click the Rate field.
The Rate window opens. Select a rate and click OK. To disassociate the rate from the resource, select theRates
unspecified check box.
- Click Save.
- Optional: To modify a profile:
- Double-click a profile field to modify it. You can remove
a skill and competency by clicking the Delete icon
.
- When you are finished, click Save.