Set up proficiency models (Project Service)
Important
Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.
Applies to Project Service app versions 2.x and 1.x
Now that you’ve added the skills for your clients’ projects, you need a way to rate your consultants’ skills so you can match them to project requirements. You can use the default proficiency model, edit it, or create a new one to match the needs of your organization.
Go to Project Service > Proficiency Models.
To view or edit the default proficiency model, click Default Rating Model in the list, or to create a new proficiency model, click New.
If you’re creating a new proficiency model, fill in the fields in the General area, and then click Save to create the record so you can continue editing it. When you create your own proficiency model, keep in mind that higher numbers are better.
For example, if you’re viewing or editing the default rating model, you’ll see the following proficiency levels in Rating Values.
Name Value Familiar 1 Good 2 Proficient 3 To add or change a proficiency level, click the table button and make the changes you want.
Click the Save button in the bottom right corner of the screen.