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Skills Overview

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Overview

Mavenlink Account Administrators have the ability to create a library of custom skills relevant to their industry or organization, assign them to individual team members, and adjust their proficiency levels as they gain experience. This way, you can staff your projects with the most qualified people available to perform the work. When combined with Master Planning, resource managers can find exactly who they are looking for based on a specific skill set.

Step-by-Step

How to Add a Skill

  1. Hover over Settings on the left-side nav bar and select Skills.Skills-Left-Side-Nav.png
  2. On the Skills page, click the Add a Skill button.Add-Skill-Button.png
  3. When the Skills Details side panel appears, provide a name for the new skill; we recommend keeping it brief so it can be quickly identified.
  4. In Details section, use the Type drop-down menu to help categorize the default skill type; you can choose from Certification, Language, Other, or Skill.Select-Details-Type.png
  5.  If you would like to assign proficiency levels (1-5) to the skill, check the Use Levels box. Some skills, such as certifications, don't generally have skill levels.
  6. You may also add an optional Description to clarify information about the skill.Associated-Roles.png
  7. In the Associated Roles section, you can specify this new skill as a core skill for certain roles. Using the Roles drop-down menu, select all roles for which you would like to apply the skill.Create-Button.png
  8. When you are finished, click Create.

After you’ve created your skills, you can assign them to Account Members using either the Skills Detail Panel or the Account Members Detail Panel.

Step-by-Step

How to Import Skills From a Template

You can also use a CSV (comma separated values) file to bulk-import skills to Mavenlink. For convenience, you can download and use the provided sample CSV template.

  1. Hover over Settings on the left-side nav bar and select Skills.
  2. On the Skills page, click the Import CSV button.Import-CSV-Button.png
  3. When Import Skills from a CSV appears, you may choose to download and modify our example template by clicking the Download our sample CSV file link.
  4. There are four columns (with content) needed for your CSV file:
    • Name—Keep this brief so that it’s easy to identify.
    • Description—Clarify what the skill entails.
    • Type—Choose from Certification, Language, Other, or Skill.
    • Max Level—Depending on their type, skills may or may not have proficiency levels. Add the maximum (1-5) level for this skill.
  5. When you’re ready to import, click the Choose a File button to open a standard operating system finder/explorer window and direct Mavenlink to the location of your .csv or .txt file.Import-Skills-from-CSV.png
  6. Finally, click the Create Skills button to import.Create-Skills.png

 

Step-by-Step

How to Add Skills to Account Members

To add skills to a member using the Account Members Detail Panel:

  1. Hover over Settings in the left-side nav bar and select Members.Settings-Members.png
  2. On the Account Members page, select the member for which you would like to assign a skill.Select-Member.png
  3. In the Account Members Detail panel, click on the Add a skill field from the Skills section and select a skill from the drop-down menu.Skills-to-Account-Members.png
  4. After you’ve added the skill to the member, you can change their proficiency level by clicking on the blue number to the right of the skill (in the Level column).Skills-Level-Setting.png
  5. To remove a skill from a member, click the Remove (“   ”) icon to the right of the skill.

Step-by-Step

How to Add Account Members to Skills

To add members to a skill using the Skills Detail Panel:

  1. Hover over Settings in the left-side nav bar and select Skills.Skills-Left-Side-Nav.png
  2. On the Skills page, select the skill for which you would like to assign members.Select-Skill.png
  3. In the Skill Details panel, click on the Add a person field from the People section and select someone from the drop-down menu.Add-Members-to-Skills.png
  4. After you’ve added the member to the skill, you can change their proficiency level by clicking on the blue number to the right of their name (in the Level column).
  5. To remove a member from a skill, click the Remove (“   ”) icon to the right of their name.

 

Step-by-Step

How to Find Specific Skills in Master Planning

Master Planning, allows you to filter team members by Role and Skills to identify resources that have specific skill sets or proficiency levels, as well as the projects to which they are currently allocated.

  1. Hover over Planning in the left-side nav bar and select Master Planning.
  2. On the Master Planning page, select Team Member from the Group By drop-down menu.Team-Member-Drop-Down-2.png
  3. Click the Skills filter icon.MP-Skills-Filter.png
  4. In the Search field at the top of the filter panel, start typing the first few letters of the skillset; all results matching your query will appear below.
  5. Check or uncheck the boxes depending on the skills you want to filter by; click Deselect All to clear all currently selected skills.
  6. When searching for multiple skills, select All to find team members that have every skill you’re looking for, and Any to find those that match one or more.
  7. You can further refine this filter to only show specific levels for each skill (e.g. 1 to 5).
  8. Click Apply.

TIP

If you’re looking for a particular role with a specific set of skills, you can use the Role filter in conjunction with the Skills filter.

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