Adding employee skills in Meisterplan helps you find the right people for a project, regardless of their job role, team, or business unit.
- Where to Find
- How to Configure
- How to Use
Where to Find
In the black header bar at the top of the screen in the Portfolio Designer, click Resource Pool. Then, in the top left of the new window, select Skills:
How to Configure
First configure which skills you want to use in Meisterplan, then assign them to individual resources (that’s what employees are called in Meisterplan).
Open the Resource Pool as described above. If you’re just getting started with Meisterplan, you’ll see some preconfigured skills. Keep or rename those that make sense for you and delete the ones you don’t need. Add more skills by clicking the plus icon above the list of skills in the center part of the window.
Assigning Skills to Resources
In the top left of the Resource Pool window, select Resources. Select a resource and open the Details tab in the right part of the window:
Under Skills, click the pencil icon. Then choose which skills you want to assign to (or remove from) that employee.
How to Use
You can now find employees with the right skills when you’re determining who should work on a project.
Searching for People with the Right Skills
Need to find a project manager that speaks Spanish? Or a software developer that knows Java?
Now, when assigning someone to a project, you can search for a specific skill to find the right person for the job: