Skills Settings

Skills Settings

The Skills configuration groupClosed A collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. controls additional fields for basic skills:

Option Description
UniqueNameAdditionalFields A list of additional fields to include in the unique name field. You can enter multiple field values in a comma-delimited list. The Name field is automatically included and should not be added to this value. There is no default value.

Skills Entry Settings

The Skills Entry configuration groupClosed A collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. controls how skills are entered and updated:

Option Description
disregard-skill-zones Indicates whether all skills and certifications are available for rating entry in the Skills Matrix for every resource regardless of whether they have an appropriate skill zone set.
MaxSearchResults Maximum number of resource records to be returned in the Other search field in the Skills and Certifications Matrix. The default value is 20.
Note:

Values greater than 1000 are not supported.

resource-search-max Maximum number of resources to search when searching using the Other search field in the Skills Matrix.
resource-record-limit Maximum number of records to evaluate permission controls against. This limits the number of queries against contact records during evaluation of permission controls on the Skills Matrix. This overrides the value in the Default Record Limit field of the Permission Control Settings custom setting. If your organization contains a large number of active resources you may have to increase this value. The default value is 1000.

Skills Capacity Settings

The Skills Capacity configuration groupClosed A collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. contains the preferences and thresholds for the Skills Capacity Matrix:

Option Description
AlertLowNumberWithSkillPercent Percentage at or below which an alert icon is displayed in the Skills Capacity Matrix for a Skill or Certification. The percentage is calculated using this formula:
number of resources with skill / open resource requests.
AlertLowHighValue When the number of resources containing a high skill value for a skill or certification reaches or falls below this number, the skill or certification is flagged with an alert icon.
AlertLowAverageValue When the number of resources containing an average skill value for a skill or certification reaches or falls below this number, the skill or certification is flagged with an alert icon.