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?

How to Add new Skills & Certs

How to Edit Skills & Certs


Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills & Certs

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security


PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups




Last Updated: Mar-03-21