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Competency Search Console

The Competency Search Console is a user interface or platform designed to streamline the process of identifying, allocating, and optimizing resources within an organization. It is accessible to the Resource Managers and Resource Masters through the Resources tab on the navigation bar.

The console provides the users with an interface with multiple filtering options. The application typically provides filtering options to narrow down search results based on various criteria such as resource group, qualification, training, certificate, experience level, status, match percentage, and more. This helps users find the most relevant matches for their requirements.

The search results display profiles of individuals who match the specified competencies or skills. These profiles typically include detailed information about the individual's qualifications, training, and certifications, along with the match score of the resource.

Important

The console also allows the application of multiple filters for a single search.

Competency Search Console

To access the console, log in to the Portfolio Management application and select Resources > Competency Search.

The following image displays the options on the Competency Search console.

The following table describes the UI elements of the Competency Search Console:

Annotation	UI element	Description
1	Navigation bar
	Access menus	Navigate to the following options available in the Portfolio Management application: Dashboard: The dashboard is visible to all resource contributors, managers, and masters. It consists of the Pre-Configured Cards and a Card’s settings icon that would allow the currently logged-in user to create new Custom Cards for easy access. Workspace: The menu displays the available workspaces, which include, Ideas, Demands, Projects, Programs, Project Tasks, Resource Requests, and Resource Assignments. The respective workspace displays the list of ideas, demands, projects, programs, project tasks, resource requests, and resource assignments created within the application. Create: It displays the options to create a new Idea, Demand, Project, Program, Portfolio, and Resource Request. Portfolios: This has two categories, Business and Application Portfolios, that redirect you to the respective list of Portfolios created within the application. Resources: This menu displays the list of consoles related to Resource Management, which includes Foundation Data, Timecard Approvals, Resource Timecards, Resource Availability and Resource Planner.
		Messages: Shows the notifications for your profile. For example, when a project task is assigned to the currently logged-in user, the notification will appear under this bell icon.
		Application Settings: Shows the configuration settings in the Portfolio Management application. For more information, see Administering.
		Application Launcher: Contains a dropdown menu of all the applications, offered by BMC. For example, click on BMC Helix Dashboards to access HPM Reports. For more information, see Viewing Reports.
		My Profile: Displays the following user options: My Competencies: Redirects the users to the My Competencies section, where they have different consoles to add and manage their qualifications, trainings and examination certificates and keep track of their assessment history. For more information, see Managing My Competencies. Log Timecards: Redirects the user to the Timecard Dashboard, where they can enter a new timecard. For more information, see Timecard Dashboards. My Availability: An availability tag that can be applied to a user's profile to show they are available for assignment. My Preferences: A field to enter the preferred language of the user. Sign Out: Click to log out of the application.
2	Search Filters	This includes search filters and options to specify the required competencies. The options selected in the initial filter determines or modifies the latter filters. For example, if filter type is set to Trainings, the latter filter will be Course, Status and Weight, while if the if filter type is set to Resource Group, the latter filter will be Resource Group.
3	Functions	The functions include - Filter match percentage: Adjust the percentage, how accurate you want the results as per the given inputs. Load filters: Load saved filter presets or search by the filter of a job profile. Save filter as preset: Create a filter preset for easy application of filter. Remove all filters: Remove all the applied filters.
4	Add Filter	This button is to add the filter in the search. Once clicked the interface displays the matching profiles.
5	Applied Filters	This area shows all the applied filters.
6	Results	This space display profiles of individuals who match the specified competencies or skills. The profiles typically include information about the individual's skills, qualifications, trainings, and certifications. Important: Even if the records doesn't have a complete match for your inputs, you will still see results as per the accuracy mentioned in the Filter match percentage. The missing competencies appear in red and are struck off, the matched competencies appear in green, for every filtered resource in the results section.

Last modified by Prachi Kalyani on 2025/05/05 08:19

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