Understanding Microsoft Dynamics PSA Data: Blog 3: Characteristics (Skills)

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Understanding Microsoft Dynamics PSA Data: Blog 3: Characteristics (Skills)

Enter each skill so you can associate it with resource roles and resources later. Skills are associated to roles, proficiency model (essentially a rating) and to individual resources. A resource can have multiple skills.

Example Skills

The importance of Skills in PSA

Skills are used in several ways in PSA:

  • Booking requests are driven off the WBS, a Project Manager add additional skill requests to a request, and in the example below the Project Manager is requesting C #skills.
  • Skills are associated to a bookable resource to determine what skill set an individual has and what level of expertise they have for that skill. For example, as seen below the resource has been rated ‘good’ at ‘Accounting and Finance’ and ‘Proficient’ in ‘Agile Methodology’. This can then help decide what resource should be used for a project.
  • Resource Managers can view skills when they rollover a resource on the Find Resource view or the Resource Utilisation view and skills can be used as a filter on the board.

Technical Details

  • This entity is called ‘Characteristics’ in PSA
  • This entity is shared with D365 Field Service
  • Characteristic type picklist values OOB include;
      • o Skill
      • o Certification
  • Typically, Language is also added to the list
Natasha Quinn

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