Transfer Primary Skill – SQL

The Rego: Transfer Primary Skill process updates the primary skill on the team object by running the process with the execute process job. The process takes the primary skill that is on the resource object and moves it to all of that resource’s team records where the primary skill on the team record is null.  Utilizing these fields and process provide a quick way to determine what skill each resource is bringing to the project. This process makes the transition seamless from resource primary skill to team primary skill.

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Download Details

RegoXchange Content ID: Ex0124

Submission Date:

Submitter:

Content Type: Clarity Studio

Related Modules: Project Management

Company:

Version Support

Versions Supported: 15.x, 16.x

Special Instructions

Special Instructions:

Requires that two custom fields be added on the resource and team objects:

·        Resource: Primary Skill (ID: rego_primary_skill)

·        Team: Primary Skill (ID: rego_primary_skill)

These should be lookups against the Rego Browse Skills (ID REGO_BRW_SKILLS) lookup.