Associate Skills with Roles

Users with the Create right to the Role Skill Association permission (Setup > Workforce Planning), defined for the Security Profile under which the User falls (Setup > Organization > System > Security), can associate Skills to Roles from the Roles Edit page. For further details refer to Granting the rights to the Role Skill Association.

When creating a Role based Booking, you can choose to automatically filter the User list based on mutual Skills association.

This article details how to associate Skills to Roles.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the available options select Roles.
  4. Upon the Roles list page displaying, click the name of the Role you wish to edit, to access the Role Edit page.
  5. From the General tab of Role Edit page, navigate to the Skills tabto access the Associated Skills page.
  6. Select the Skill(s) from the available skills table on the left.
  7. Click the right arrow to add them to the selected Skill table on the right.
  8. For each selected Skill, click the Proficiency box and choose the level of Proficiency from the available options.
  9. Click Close to return to the Role Edit page.

View the Impact of your changes

  1. From the Icon Bar click Project List .
  2. From the Project List page, select the Project you wish to edit by following one of these steps:
    1. Click the Project context menu button to expand it. From the available options click Edit.
      OR
    2. Click the name of the Project you wish to access.

      Tip: Use the search capability for an efficient way of finding the specific project. For further details refer to Searching for a Project within the Project List page.

  3. From the Project Edit page, hover your mouse over the Planners tab and select Work Plan from the available options.
  4. Click the New Button, then choose Booking.
  5. From the New Booking Dialog box select the required Role.
    In our example we are going to select the Project Manager Role. Which has the PMP Skill with Expert Proficiency.
  6. From the Allocation section, choose the required settings.
  7. Click the Matching Criteria link.
  8. Upon the Matching Criteria dialog box displaying, choose the Role Match Type which defaults to the selection made within the Workforce Planning System Setup page. The available options are:
    1. Primary Role
    2. Primary & Alternate Role
    3. Ignore Role.

  9. Click the Add Role's Skills button.

  10. Note that the page automatically lists the required Filter based on the Skills associated to the selected Role. Which in our case is: User Skill >=PMP with Expert Proficiency
  11. Click Close
  12. From the New Booking dialog box, click Save and then Close to return to the Work Plan.
  13. Access the booking context menu located against the newly created Role booking
  14. From the available options click Find Matches.
  15. The bottom section of the Work Plan will refresh to display the Users that match your booking criteria.
  16. In our example we have 4 Users with the following Roles and Skill associations:
     Primary RoleSecondary RolePMP Skill Proficiency
    Delon, AlainProject Manager---Informed
    Hutton, Lauren Project Manager---Basic
    James, Bond Project Manager---Expert
    Barkley, BillSenior ConsultantProject ManagerIntermediate
    1. If in step 9Primary Role was chosen; the system will match the users having the Project Manager Primary Role. In our use case 3 users are returned:

    2. If in step 9Primary & Alternate Role was chosen; the system will match the users having the Project Manager Primary Role and Secondary Role. In our use case 4 users are returned:

    3. If in step 9Ignore Role was chosen; the system will ignore the Role and return all users.