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Glen

I have a pool of employees, not all of them active on a project. I would like to setup the system so that I have an overview of employees and when they are available and for what specific work / tasks. When I setup a new project and make a task that requires a specific employee, I would like to search through the available employees and their skills and assign them to that project task.

Current solution: I created a project called "Available Employee". Underneath I created several tasks by skill. In my pool I have 9 programmers and 3 software testers. For simplicity sake, all of them are now available. So I created 9 tasks called "Programmer" and 3 tasks called "Tester".

For this project I need 3 programmers and 1 tester so for the project created 3 "Programmer" tasks and 1 "Tester" task.

The nice way of setting it up like this is that I have one overview of required workers and available workers within 1 Gantt chart and I can use the nice search function.

The tricky part comes here: When I find a person available that I was to assign to a project/task, I would like to do so within the available person form. So I would like the click on the available person and with one click assign him/her to the project/task he/she is required for. So he/she would be assigned to the project/task and his/her current Available Task should be ended.

I guess this is not out of the box and has to be customized in the project/task module?

If anybody has any suggestion on how I could set this workflow up in another fashion I am all ears.

Thanks for reading this!

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Ray Carnes (ray)
Best Answer


You have probably seen that each Employee can optionally be linked to a User (who you assign Tasks to).

You can leverage this relationship and with some small customizations, achieve what you want.


For Version 13 and 14:


1. Create a custom field on the Task model (project.task) to represent the Skills needed to complete a Task:



2. Add the Skills field to the UI, here we add it to the Tree View of Tasks:




So far, you can associate Skills with Tasks, like this:




3. Add the skills to the Tree View of Users, with another custom view:




4. Add the same fields to the Search View of Users so you can filter Users by them:




With these changes, you can see Skills and filter Users by them:



And the total potential User Experience would be something like this:

Task is selected in the List, and you search for Users to assign it to:



Then you can filter to find the Users with the Skills you need:



To make all of this work you of course need to install the Skills Management app:



Then setup your Employees and link them to a User:

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