Understanding User Attributes
User Attributes are granular qualifiers that exist outside of a user’s primary Project Role. While a "Project Manager" role defines a general function, an Attribute like "Figma" or "Spanish-Speaking" defines a specific capability.
Step-by-Step Configuration
Navigate to the User Attributes tab within Resource Management:
Click Resource Management in the left-hand navigation sidebar.
Select the User Attributes tab at the top of the screen.
Creating Attribute Categories:
Categories help organize skills (e.g., "Design Tools," "Certifications," "Languages").
Click the + Add New Category button in the top right.
Type the category name into the modal and click Create Category.
Adding Specific Attributes:
Locate your category and click the + Add Attribute text string within that block.
Type the name of the skill (e.g., "Vercel V0").
Press Enter or click the checkmark to save.
Organizing and Moving Attributes:
Organizing and Moving Attributes
To reorganize, you can drag and drop attributes to a different category. A blue placement line will indicate where it will land.
Another option is to click on the kebab menu (three vertical dots) to the right of an attribute and select "Change Category" and assign the Attribute to another Category.
Editing and Deleting:
To Edit an Attribute's name, you can use the in-line edit feature
To Delete an Attribute follow these steps:
Click the kebab menu (three vertical dots) on the far right of any attribute.
Select "Delete": Select this to remove the attribute entirely. Note: You must type "Delete" into the confirmation modal to finalize this action. This prevents accidental deletion of attributes currently tied to active tasks.
Assigning Attributes to Team Members
Click the Members tab within Resource Management.
Locate the user in the list.
In the Attributes column, click the + add attributes button.
A side drawer will open. Select the checkbox for every skill that applies to that user.
The attributes will now appear as pills in the user’s row, visible for all future project assignments.