Contents of the Create New Project Team Screen

Enter details about the project you are creating from a name and description that clearly describes the project, to skills and competencies that team members will gain as they work on the project.

Columns

Column Description
Project Name Enter the name of the project on which the team is working (for example, Employee Appreciation Event).
Project Code This field can be populated from the Costpoint Project Code field. If not, enter a code in this field to associate with the project.
Project URL Enter a hyperlink to an external project site.
Description Describe the purpose of the project.
Skill Categories Select a skill category from the drop-down list. These categories are derived from the company’s professional areas, for example, Accounting and Human Resources. The skills for the category you select display in the Skills Gained field below.
Skills Gained These are skills that an employee should gain by participating in the project.

To select an individual item, click the item and use the right arrow to move it to the right field.

To select all of the items, click any item and use the double right arrow to move all items to the right field.

Competency Types From this drop-down list select from the following categories:
  • Core Competencies
  • Job Competencies
  • Old Competencies

The individual competencies for the category you select display in the Competencies Gained field below.

Competencies Gained These are competencies that an employee should gain by participating in the project.
  • To select an individual item, click the item and use the right arrow to move it to the right field.
  • To select all of the items, click any item and use the double right arrow to move all items to the right field.
Start Date Select the expected start date for the project.
End Date Select the expected end date for the project.