Adding a skill and a resource

Summary: Create a skill and a resource in Configuration and give the resource the skill. The skill can then be assigned to tasks, and LYNX-X proposes the resource for it.

 

Applies to

Property	Value
Product	LYNX-X
Version	28.10.9877.0
Required permissions	Space owner
Last updated	2026-11-09
Owner	Support

 

Before you start

• You need the Space owner role.
• Check first that the skill or the person is not already in the space: most spaces already hold the people you plan. Configuring skills and resources shows how to find who implements a skill.
• A skill is what a task needs; a resource is who or what has it, a person or a piece of equipment such as a crane. A task asks for a skill, and if the skill is set up for it, LYNX-X proposes one of the resources that hold it. See Understanding the skill, resource and team model.

 

Procedure

Open Configuration

1. On the Home page, select Configuration. You can also select Go to configuration under Getting started.

From any other screen, use the button at the top right, beside your name. It opens the area you used last: AI module, Reporting or Configuration. If it shows another area, select the arrow beside it and choose Configuration.

2. Each card on the Configuration page counts what the space holds. Select the button on the Skills card to open Skills.

Add the skill

1. Select + New skill. An empty row appears at the top of the list.
2. In Description, type the skill's name, for example Quality Inspector.
3. Select Save in the left rail. The skill moves to its place in the list, which is sorted by name.

A new skill is a Normal skill: when a task asks for it, LYNX-X proposes one of the resources that hold it. You see the type on the skill's Scheduling tab. To plan without naming people, choose another type there; see Choosing a skill type.

Add the resource

1. In the left rail, select Resources, then + New resource.
2. In Description, type the resource's name, for example Lena Hofmann. In Reference, type a short reference such as her initials.
3. Check the fields LYNX-X fills in for you: Resource manager is you, Calendar is Standard, and the resource is active at a Netto availability of 100. Change them if they do not fit.
4. Select Save.

Give the resource the skill

1. With the resource selected, open the Skills tab and select + Add skill.
2. Search for the skill, select it and select Ok. The skill appears on the tab.
3. Select Save.

Link the resource to a user (optional)

If the resource is a person who uses LYNX-X, link them so they see their own work. On the Details tab, choose them in User and select Save. Their My activities then lists the tasks they are assigned to. Someone who is not in the space yet must be invited first; see Inviting a new user.

 

Expected outcome

In the Skills list, the skill shows the resource in its Resources column. When you assign work to a task, the skill is offered on the task's Assignments tab, in the Drag & drop to task panel.

After Add item(s), LYNX-X proposes the resource for the task. The asterisk in front of the name marks a proposal; Converting a soft assignment to a hard assignment shows how to confirm it.

 

Additional information

 

Troubleshooting

Problem	Solution
Right after you give a resource the skill, the skill's Resources tab shows nobody.	Select another skill, then select the skill again.

 

See also

• Understanding the skill, resource and team model
• Configuring skills and resources
• Choosing a skill type
• Converting a soft assignment to a hard assignment
• Inviting a new user

 

Revision history

Version	Date	Author	Changes
1.0	2026-11-09	Support	New article.