This guide will help you to add, edit, and delete Skills from on own profile, as well as other Resources and Contacts. Your organisation will have set up Standard Skillsets aligned to how it manages capabilities and service offerings. If the organisation works through panel arrangements, these Standard Skills will have been matched each panel’s skills and levels. To learn more about how skills are set up and linked to panels, go to: Connecting Standard Skills to Panels.
Important: You’ll need to allocate skills to a Contact in order to allocate them to an Opportunity or Project.
Adding skills to someone else #
- To navigate to your contacts, hover over the Contacts tab on the menu bar and click Contact in the submenu.
- Use the search bar to find the person whose skills you’d like to update. Once you’ve found the contact, click on the Settings icon in the righthand column in the contact row and click Edit.
- In the Edit Contact pop up, you’ll see multiple tabs for managing the contact’s information. Click on the Skills tab.
- In the Skills tab, you’ll see any skills allocated to the contact. These skills are the core skillsets defined by your organisation. The core skillsets may be linked to other skill equivalencies, depending on your organisation’s global settings.
- To add a new skill, click Insert Skill. A new row will appear in the list of skills.
- In the new row, select a Skill from the drop-down box and choose the relevant level of expertise.
- Click Save.
Adding your own skills #
- To navigate to your profile, hover over the downwards arrow in the top right corner of the menu bar and click Profile in the submenu.
- In your profile, you’ll see multiple tabs for managing your personal information. Click on the Skills tab.
- In the Skills tab, you’ll see any skills allocated to you. These skills are the core skillsets defined by your organisation. The core skillsets may be linked to other skill equivalencies, depending on your organisation’s global settings.
- To add a new skill, click Insert Skill. A new row will appear in the list of skills.
- In the new row, select a Skill from the drop-down box and choose the relevant level of expertise.
- Click Save.
Deleting & editing skills #
Skills are the fundamental link that connect resources to opportunities and projects. For this reason, Timewize has been designed to restrict the ability of users to delete skills. Users whose Role Permissions enable them to edit contacts can edit skills.
Warning: Deleting or editing a resource’s skill which is tied to the resource’s allocation on opportunities or projects may adversely impact the related opportunity or project. Please ensure that there are no linkages, and delete any which exist, between the relevant skill and opportunities or projects associated with the resource before deleting the skillset.
Roadmap: We are working to make this functionality and workflow more user-friendly through the notifications module.
This process applies to deleting and editing skills both on your own profile or another Resource or Contact.
- To navigate to your contacts, hover over the Contacts tab on the menu bar and click Contact in the submenu.
- Use the search bar to find the person whose skills you’d like to edit or delete. Once you’ve found the contact, click on the Settings icon in the righthand column in the contact row and click Edit.
- In the Edit Contact pop up, you’ll see multiple tabs for managing the contact’s information. Click on the Skills tab.
- In the Skills tab, you’ll see any skills allocated to the contact. These skills are the core skillsets defined by your organisation. The core skillsets may be linked to other skill equivalencies, depending on your organisation’s global settings.
- To edit a skill, click Insert Skill. A new row will appear in the list of skills.
- In the new row, select a Skill from the drop-down box and choose the relevant level of expertise.
Click Save.