Managing My Qualifications
Users can add, remove or update their qualifications from the My Qualifications console. This console is available for all the users having resource contributor permission to manage their qualifications.
To access the My Qualifications console, log in to the Portfolio Management application and navigate to My Profile > My Competencies > Qualifications > Launch.
The following image displays the options on the My Qualifications console.
The following table describes the My Qualifications UI elements:
Annotation | UI element | Description |
|---|---|---|
1 | Workspace | Shows the list of current qualifications of the logged-in user/resource. |
2 | Skill | To open and edit qualifications details. |
3 | Functions |
|
4 | Search grid | Search for qualifications by entering the skill name or keywords. |
5 |
| You can use preset filters that are readily available to narrow down your search. Preset filters are filters that are available out of the box. Learn more about creating filters in Defining filter presets to search records. |
6 |
| Modify the visible columns in the workspace. |
To add a new Qualification
1. Log in to the Portfolio Management application.
2. Navigate to My Profile > My Competencies > Qualifications > Launch.
3. Click 
Add Qualification to create a new qualification and fill in the below details.
Field | Description |
|---|---|
Skill | Select a skill from the dropdown. |
Level | Select the level of expertise you have in the above selected skill. |
Years of Experience | Mention the years of experience you have with the above selected skill. |
No. of Projects | Mention the number of projects you have done using the above selected skill. |
Status | Select the status of the qualification.
|
Target Date | Mention the date by which you are planning to obtain the qualification. This field is only relevant when the status is Planned. |
Comment | Provide comment to the qualification record. |
4. Click Save.
To edit/update a Qualification
1. Log in to the Portfolio Management application.
2. Navigate to My Profile > My Competencies > Qualifications > Launch.
3. Click on the required Skill name in the workspace.
4. On the Edit Qualification page, apply the changes.
5. Click Save.
To delete a Qualification
1. Log in to the Portfolio Management application.
2. Navigate to My Profile > My Competencies > Qualification > Launch.
3. Select the qualification to delete and click on the (
) Remove Qualification button.
To add related training to a Qualification
1. Log in to the Portfolio Management application.
2. Navigate to My Profile > My Competencies > Qualification > Launch.
3. Select the qualification to which you want to relate the training.
4. Click the +Add related Training button. This will open the list of related courses that the administrator have configured under the selected skill. For more information, see Configuring Skills.
4. Click Select.
To add related examination certificate to a Qualification
1. Log in to the Portfolio Management application.
2. Navigate to My Profile > My Competencies > Qualification > Launch.
3. Select the qualification to which you want to relate the examination certificate.
4. Click the +Add related Examination Certificate button. This will open the list of related certificates that the administrator have configured under the selected skill. For more information, see Configuring Skills.
5. Click Select.