Creating a profile

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

  1. In the Administration view, click Project Management Administration.
  2. From the left pane, click Profiles.
  3. To create a profile:
    1. Click the Add icon Add icon.
    2. 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.
    3. To add a skill for the profile:
      1. Double-click the Skills field. The Skills window opens. Click the Add icon Add icon.
      2. Click the Name field and select the skill from the list.
      3. Click the Proficiency Level field and select the proficiency level from the list.
      4. Click OK.
    4. To add a competency:
      1. Double-click the Competencies field. This field is mandatory. Click the Add icon Add icon.
      2. Click the Name field and select the competency from the list.
      3. Click the Proficiency Level field and select the proficiency level from the list.
      4. Click OK.
    5. 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.
    6. Click Save.
  4. Optional: To modify a profile:
    1. Double-click a profile field to modify it. You can remove a skill and competency by clicking the Delete icon Delete.
    2. When you are finished, click Save.

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