Splitting Resource Assignments on a Project (e.g. by different skills)
Hello,
We have a case where some of our resources have multiple skills.
How can we specify which skill is potentially being utilised on a Project when a resource is assigned?
For example a PM adds Resource 1 who has two skills. On this particular project they are only utilising one skill. The PM adds Task Assignment over the required period etc.
In reports, we can’t specify which skill is being utilised on the Project
Does anyone have any ideas to manage this or potentially another solution potentially through a custom field? e.g. a picklist in the Resource assignment panels when the PM can select which of the users skill is being utilised etc.
Many Thanks
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Hello Sean,
Apologies that this didn’t get picked up sooner, since I stumbled on this wanted to chime in.
I hope this helps!
To manage the specification of which skill is being utilized on a project when a resource with multiple skills is assigned, you can consider using a custom field, such as a picklist, in the Resource assignment panels. This would allow the Project Manager (PM) to select which skill of the resource is being utilized for the project.
1.Skill Assignment: Ensure that skills are properly assigned to resources. The Skills tab in AdaptiveWork allows administrators to create and assign users to skill sets, which can then be used to filter and identify resources by their skillset when assigning them to work items.
2. Custom Picklist: You can create a custom picklist field that is dependent on the skill picklist. PM can choose a relevant skill. This picklist can be added to the Resource assignment panels, enabling the PM to choose the relevant skill at the time of assignment.
Please refer the articles below for further information.
I would like to try this, but struggling where the custom picklist should be created within ‘Configurations’ to allow the user to select which of the skills should be utilised for a resource with multiple skills.
Are you able to elaborate on the above or have any examples of how I could try this? Would be much appreciated.
Many Thanks,
Hi @Sean.Barber
You would create the custom field on the “Resource” link:
One option to consider is to create the field as a “Reference to object” field, and point to the Skills object; that way you don’t have to manage a seperate picklist every time you update/edit skills. You can also apply a filter, if you only want certain skills to display when setting the value in that field.
