This Article shows you how to Add new Skills & Certs. To get started, go to Project Settings click on PLANNER™ Settings and select the Skills & Certs option.
In the Skills & Certs Manager, click on the + Add button from the toolbar to add a new Skill/Cert.
In the Skill/Cert screen, start by simply typing in the Skill or Cert name and add a description.
Select one or multiple Trades and click Save
The Skills and Certs show as a dropdown option in the Following Areas:
Add Team Member - Skill/Certs get added to Team Members
How to?
Project Settings:
PLANNER™ Settings:
FIELD™ Settings:
PRO™ Settings:
Admin Settings:
Last Updated: Mar-03-21