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Procedure documentationDefining Qualifications

Prerequisites

You defined the qualifications catalog in Customizing for Project Management under Start of the navigation path Resource Management Next navigation step Qualification Management Next navigation step Edit Qualifications Catalog. End of the navigation path

Procedure

Defining Qualifications for a Role
  1. On the Project screen, go to the Resources view, then to the Details sub view and select the role for which you want to specify qualifications from the list of roles.

  2. Choose the Qualifications tab.

  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 role, select the Mandatory checkbox.

  6. Enter the required proficiency of the qualification.

Defining Qualifications for a Task
  1. From the Structure view of the Project screen, select a task. The task definition function appears.

  2. Choose the Qualifications tab.

  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.