Setup Data
Resource Skill Levels
Foundation DataResource Skill Levels define a seniority hierarchy for planning capacity.
Business Explanation
Plain-language context for planners and operations leaders.
Business Explanation
Plain-language context for planners and operations leaders.
What is this?
Resource Skill Levels describe the seniority needed for work, such as Junior, Mid Level, Senior, or Lead.
Why is it needed?
Future workload suggestions can recommend the minimum skill level needed for reliable delivery.
How is it used later?
Resource pools and project category workflow rows reference resource skill levels to describe planning expectations.
Example Template Rows
| Skill Code | Skill Name | Rank | Description |
|---|---|---|---|
| JR | Junior | 1 | Entry level resource |
| MID | Mid Level | 2 | Independent resource |
| SR | Senior | 3 | Senior resource |
Filling Rules and Accepted Values
- Do not rename or remove template column headers.
- Required columns: Skill Code, Skill Name, Rank.
- Whole-number columns: Rank.
Search and Templates
Find records or move setup data with a spreadsheet template.
Edit Resource Skill Levels
Maintain the setup information used by future planning.
Resource Skill Levels Records
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