Managing profiles

A profile is a set of resource characteristics or criteria that you use to plan project activities. Profiles are defined in terms of skills, competencies, experience, and rates. You can use profile criteria to search for resources that best match the project requirements. After you identify suitable resources, profiles are replaced with the resources.

A profile is a combination of the following attributes:

Profiles are created as common application data in the Administration area and can be assigned to projects and tasks. Skills, competencies, and rates must be defined so that they are available for you to select when you create a profile.

During the project planning phase, use profiles in place of actual resource records. Profile records behave the same way as resource records do, except profile records do not represent actual resources. Project managers assign profiles to projects and to project tasks, with a specified duration and effort. Later, as resources are identified for the profiles, the profiles can be replaced with the resources. The resources inherit the assignment properties of the profile, such as the start and finish dates, duration, and effort.

Each profile defines a set of resource criteria that is relevant to the organization. For example, an organization might have a profile for Project Managers in the C and C++ domain with 10 years of experience, and a profile for Java developers with 3 years of experience. These profiles can be assigned to projects to identify resources that match the criteria.


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