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Planview Customer Success Center

Skills

Overview

The Skills tab enables AdaptiveWork administrators to create and assign users to Skill Sets.

Individual resources can be assigned to multiple skills.

These skills can later be used to filter through users when assigning them to work items.

Managing Skills

The Skills tab enables AdaptiveWork administrators to create and assign users to Skill Sets. Individual resources can be assigned to multiple skills. These skills can later be used to filter through users when assigning them to work items.

Adding a New Skill

Click the "Add Skill" option in the toolbar.

Enter the required information in the corresponding fields.

Once you are done click Finish.

Adding Members to a Skill

Highlight the relevant skill on the grid view and select the "Add Members" option on the toolbar.

You can then browse through user groups or users, and filter for relevant users.

Select the users on the left hand side and then click on the "Add" button to add the user(s) into the Skill set.

Once you're done click Save.