Availability All Editions
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
Open the left Sidebar, click Manage and 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 Skills overview 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. Move your cursor over the entry in the list to see the options at the end of the line.
Add more skills by clicking Add Skill in the toolbar.
Assigning Skills to Resources
In the left Sidebar, click Resource Pool and select the Resources tab. Open the details view of a resource and in the Details section, open the skills dropdown:
Select the skills that you want to add to this resource’s details.
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:
This also works when you’re staffing a role or when you’re replacing a resource or role that is already assigned to a project.