You can define capabilities for resources, including expiration date, skill level, and priority. A higher priority indicates a better match for the task.

Assign capabilities to tasks under Task requirements. This setup supports validation when assigning resources from the plan board.

Configure the validation level in the Work order parameters > Capabilities section. Options include Warning, Error, Question, or None.


Standard procedure

1. Go to Work order project planning > Resources > Resource capabilities.
2. Click New.
3. In the Capability field, type a value.
4. In the Description field, type a value.
5. Click Add.
6. In the Resource field, enter or select a value.
7. In the Expiration field, enter a date.
8. In the Level field, enter a number.
9. In the Priority field, enter a number.
10. Click Save.
Related to Notes

Manage resources

 

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