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Capacity Planning panel

  • 14 June 2024
  • 4 replies
  • 51 views

Hi all, happy Friday - can we add the ‘Skills’ field in the capacity planning panel?

Regards,

J

 

 

Skills are are a related item to the user record. Do you want to see which skills are associated with resources in capacity planning? One idea is to add Skills to the Summary Card under the User object in your profile settings. Then you can use the “More Info” menu on the user to see the skills there. 

Profile > User > Field Layout > Summary Card

 


Hi Grant,

Thank you so much for your reply. This is very helpful. Is there another way to add the field as a column in the capacity planning panel?

Regards,

J


Hi Jess,

In the Capacity Planning module, you are only able to pull in fields that are on the Project object, so a Resource’s skills are not available for inserting in the view you shared above. Grant’s suggestion of adding Skills to the Resource’s quick peek view is the best method for accessing that information. 

 

Thanks!


Hi Mikayla,

Understood. Thank you for your reply as well. Regards. j


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