Skills Settings

Skills Entry Settings

The Skills Entry configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour 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 groupA collection of configuration options contained in the configuration groups tab that defines behaviour 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.

Concept Information

Configuration Settings

Managing Configuration

Skills Management

Related Tasks

Creating Skills and Certifications

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