Configuring skills and resources

Summary: Find the skills and resources already in the space, and add, edit or remove a skill from a resource.

Applies to

Before you start

• Know which skill or resource you need to look at. This article covers finding and editing what already exists, not planning a new skill structure.

Procedure

Find who implements a skill

Open Configuration, then select Skills. The list answers this for most skills without opening anything: each row carries the skill's type and the resources that hold it.

Where a skill has more than one resource, the list names the first and summarises the rest as 2 more assigned resources. To see all of them:

1. Select the skill.
2. Open the Resources tab. It asks "Which resources implement this skill?" and lists them.

A Virtual skill normally shows no resources here. That is expected, not a fault. Its capacity comes from Skill availability, a count rather than a list of people, which is the whole point of the type. You can assign a resource to a Virtual skill, but LYNX-X will never propose one, so nothing in the product will fill this in for you. See Choosing a skill type.

Edit a resource's skills

1. Open Configuration, then select Resources.
2. Select the resource.
3. Open the Skills tab to add, edit or remove a skill for that resource.

Expected outcome

The skill or resource reflects the change: a resource's skill list gains, loses or updates an entry, or a skill's resource list reflects who currently implements it.

Additional information

See also

• Understanding the skill, resource and team model
• Choosing a skill type
• Setting a resource's non-availability period

Revision history