Resource Matching on Skill Specifications

Tasks may require specific skills.

People Planner provides an efficient way to find resources that possess all or most of the mandatory skills needed to accomplish tasks on a task.

Note: You must enable the Show Skill Requirements on Budget Lines system parameter in Maconomy to use this feature.

This feature is available in the Resourcing workspace, PEA, and BA.

Note: This feature is compatible with People Planner 4.4 and Maconomy 2.6.1 or later. Alternately, if you are using an earlier version of Maconomy, layout customization is required to use this feature in the Project or Budgeting workspaces.

The Skills Requirement column displays an icon to easily determine the skill requirements on the task:

• Grey bulb: Skills are required, but none of the assigned resources are a match for any of the required skills

• Dim bulb: Skills are required, and there is at least one resource matching any of the required skills

• Lit bulb: Skills are required, and all of them have been matched by one or more resources

• No icon: Skills are not required

When you click on the column, you can view a list of the skill requirements and whether they have already been matched with one or more resources.

This column also displays the number of matching skills based on all assigned resource skills and the total number of skills required to accomplish the task. As you assign/reassign resources to the budget line, the number of matched skills is updated in the column.

Note: Skill matching applies only to skills acquired on or before the event start date. For example, if the skill is acquired on November 12, and the event start date on the project is October 23, it is not included in the skill matching as it was acquired later than the event start date.

In the Project Manager Gantt (PG) main grid, PG detail grid, and Resources Gantt (RG) detail grid, the Skills Match column displays the resource's matching required skills against the total number of skill requirements on the budget line. Clicking on this column also displays the list of required skills on the budget line and whether they have been matched with a corresponding resource.

When this functionality is enabled, the default sorting of resources is based on the Skills Match column. This means the resources with the most matching skills is displayed first on the list.