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Planview Customer Success Center

Skill General Details

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Name

provides a title for the skill to identify it.

Code

is the unique identifier for the skill. You will enter an unused code when adding a record and then cannot change the code once it is saved.

Active

is checked for those skills that are in use. You can uncheck the box if you want to make a skill unavailable without deleting it (you will not be able to delete it if it is referenced by other records). It is also possible to set up skills in advance of them being needed and so make them inactive initially.

You should set all non-current records to inactive status to prevent them being used. This removes these categories from pick lists so that users only see those that are genuinely available.

Minimum/
Maximum Level

indicate the minimum and maximum levels to be applied to the skill where 1 is the lowest level.