Quick answer: The skills matrix in People › Skills shows every person and placeholder against every skill. Click a cell to assign a skill and set a skill level from 1 - Beginner to 4 - Expert. In Resourcing › Schedule, hover over the skills badge to see a person's skills, or filter by skill and level to find the right person.
Skills are available on the Optimize and Enterprise plans.
What
A matrix of your people and placeholders against your skills, with a proficiency level for each skill a person has.
Why
  • Match the right people to the right work.
  • Spot skill gaps across your team.
  • See where people could upskill.
Who
Site admins, and standard and client users with the profile permissions to manage People, Roles, and Companies, and to manage Skills.
When
When you're planning resources, staffing a project, or reviewing your team's expertise.

What is the skills matrix in Teamwork.com?

The skills matrix is a grid on the Skills tab in People. Each row is a person or placeholder, and each column is a skill.

  • A cell shows the person's level for that skill, or No level set if they have the skill without a level.
  • A dash (—) means the person doesn't have that skill.
  • The Total row at the bottom shows how many people are listed and how many have each skill.

How do I open the skills matrix in Teamwork.com?

Go to People and select the Skills tab.

  1. Click People in Teamwork.com's main navigation menu.
  2. Select the Skills tab.
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How do I add a skill in Teamwork.com?

Click Add skill in the top right of the skills matrix.

  1. Click Add skill.
  2. Enter a Skill name.
  3. Optionally, click Add people and choose people from the People tab or placeholders from the Placeholders tab.
  4. Click Add skill.
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The new skill appears as a column in the matrix.

How do I assign a skill and set a skill level in Teamwork.com?

Click Assign skill in a person's cell under the skill, then choose a level.

  1. Hover over the empty cell for the person and skill, and click Assign skill.
  2. Choose a level, or choose No level set to assign the skill without a level.

Level
Name
1
Beginner
2
Intermediate
3
Advanced
4
Expert

To change a level later, click the cell and choose a different level. To take a skill away from someone, click the cell and select Remove skill.

How do I find people in the skills matrix in Teamwork.com?

Use Search, Filter and Group above the matrix.

  • Filter: filter by User, Placeholder, Team, Role or Skill. When you filter by skill, you can also choose a skill level. Click Save filter to reuse a filter, and find it later in Saved filters.
  • Group: group people by Role, or choose None.

How do skills show in the Schedule in Teamwork.com?

In the Schedule, hover over the skills badge next to a person's name to see their skills and levels.

  1. Click Resourcing in Teamwork.com's main navigation menu and select the Schedule tab.
  2. Select the People tab.
  3. Hover over the skills badge beside a person's name. The Skills panel shows each skill they have, with its level.
  4. Click the arrow (↗) in the panel to open the skills matrix and manage their skills.
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Can I filter the Schedule by skill level?

Yes. Click Filter in the Schedule, open Skill, and choose a skill and level. This helps you find the right person for an allocation.

Frequently asked questions

Do I have to set a level when I assign a skill?

No. A skill can be assigned without a level. It shows as No level set until you choose one.

Can I assign skills to placeholders?

Yes. Placeholders appear in the skills matrix, and you can add them to a skill from the Placeholders tab when you add a skill.

What are the skill levels?

There are four: 1 - Beginner, 2 - Intermediate, 3 - Advanced and 4 - Expert.

Where else can I see skills?

Skills also show in the Workload and can be used as filters in Resourcing. See Skills and Navigate the Schedule.