Defining Qualifications 

Prerequisites

You defined the qualifications catalog in Customizing for Collaboration Projects under Resource Management → Qualification Management → Edit Qualifications Catalog.

 

Procedure

Defining Qualifications for a Project Role

...

...

       1.      In the Projects initial view, go to the Resources tab page and then select the role for which you want to specify qualifications from the list of project roles.

       2.      Choose the Qualifications tab page.

       3.      Expand the qualifications catalog to select qualifications. Choose the appropriate qualification(s).

You can also use the search function to do this:

Make an entry in the Search Term field and choose Search. The system displays a search result list from which you can select the qualifications you require.

       4.      Choose >> (Add Selected Qualification to the Qualification Requirements). The qualification is then transferred to the screen area on the right. The system does not transfer any qualification groups, only individual qualifications.

       5.      If the selected qualification is an essential prerequisite for carrying out the project role, select the Mandatory checkbox.

       6.      Enter the required proficiency of the qualification.

Defining Qualifications for a Task

...

...

       1.      From the Structure tab page of the Projects initial screen, select a task.
The task definition function appears.

       2.      Choose the Qualifications tab page.

       3.      Expand the qualifications catalog to select qualifications. Choose the appropriate qualification(s).

You can also use the search function to do this:

Make an entry in the Search Term field and choose Search. The system displays a search result list from which you can select the qualifications you require.

       4.      Choose >> (Add Selected Qualification to the Qualification Requirements). The qualification is then transferred to the screen area on the right. The system does not transfer any qualification groups, only individual qualifications.

       5.      If the selected qualification is an essential prerequisite for carrying out the task, select the Mandatory checkbox.

       6.      Enter the required proficiency of the qualification.