Managing competencies under Foundation Data console
This topic guides you on how users can add, update and remove competencies of the resources within the Foundation Data console.
These operations can be performed by Resource Managers and Resource Masters. However, Resource Managers can manage the competencies for only those resources who are members of their assigned resource groups.
To add a new Qualification for another user
1. Log in to the Portfolio Management application and navigate to Resource > Foundation Data.
2. Select the resource group, select the member/resource and click Show details.
3. Go to the Qualifications tab and click 
Qualification to create a new qualification.
4. On the Add Qualification blade, 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 add a new Training for another user
1. Log in to the Portfolio Management application and go to Resources > Foundation Data.
2. Select the resource group, select the member/resource and click Show details.
3. Go to the Trainings tab and click Training to create a new training.
4. On the Add Training blade, fill in the below details:
Field | Description |
|---|---|
Course | Select a course from the dropdown. |
Training Date | Mention the date of the training. |
Valid Until | Mention the end date of the validity of the training. |
Status | Select the status of the training. |
Cost | Put the cost of training. |
Comment | Provide comment to the training record. |
4. Click Save.
To add a new Examination Certificate for another user
1. Log in to the Portfolio Management application and go to Resource > Foundation Data.
2. Select the resource group, then select the member/resource and click Show details.
3. Go to the Examination Certificates tab and click Ex. Certificates to create a new examination certificate.
4. On the Add Examination Certificate blade, fill in the below details:
Field | Description |
|---|---|
Certificate | Select a certificate from the dropdown. |
Status | Select the status of the certificate. |
Cost | Put the cost of examination certificate. |
Date of Exam | Mention the date on which the exam was conducted for the mentioned certificate. |
Expiration Date | Mention the end date of the validity of the examination certificate. |
Comment | Provide comment to the examination certificate record. |
4. Click Save.
To edit/update a competency for another resource
1. Log in to the Portfolio Management application and go to Resource > Foundation Data.
2. Select the resource group, then select the member/resource and click Show details.
3. Navigate to the required competency tab (Qualifications, Trainings or Examination Certificates) and click on the record you want to edit.
4. On the Edit page, apply the changes.
5. Click Save.
To remove a competency for another resource
1. Log in to the Portfolio Management application and go to Resources > Foundation Data.
2. Select the resource group, then select the member/resource and click Show details.
3. Navigate to the required competency tab (Qualifications, Trainings or Examination Certificates) and select the record you want to remove.
4. Click on the (
) Remove button.
5. A confirmation dialog window will appear, click Yes.