Projects

Overview

This section explains how to create and configure projects in KnowCount. Projects are used as planning tools to define roles, assign skill requirements, and allocate people based on their capacity and capabilities. They are not used for execution tracking such as time, tasks, or budgets.

1. What Projects Are For

Projects in KnowCount help you:

• Define the roles needed for success
• Specify the skill levels required for each role
• Allocate people based on availability and skill match
• Set up a foundation for skill gap analysis and project readiness evaluation (covered in a later section)

2. Creating a Project

To create a new project:

1. Go to the Projects section.
2. Click Create new project.
3. Enter the following required information:
   • Project name
   • Start date
   • End date
   • Description
   • Project Manager (must be an existing user in KnowCount)
4. Click Save to create the project.

🛈 Project details can be fully edited later — including dates, roles, and assignments — without restrictions.

3. Define Project Roles

After the project is created, define the roles needed to complete the project:

1. In the project workspace, go to the Roles tab.
2. Click Add role.
3. Choose an existing Role from your organization (e.g., “UX Designer,” “QA Analyst”).
4. Assign the skills and target skill levels required for this role.
5. You can reuse an existing role definition or customize skills for this specific project.
6. Click Save.

🛈 Only skill levels are required — interest levels are not part of project skill targeting.

4. Assign People to Roles

To allocate people to the project:

1. Go to the People tab within the project.
2. Click Assign person to role.
3. Select the person you wish to assign (must already exist in KnowCount).
4. Select the role you are assigning them to.
5. Set the percentage allocation (e.g., 25%, 50%, 100%).
6. Click Assign.

You can repeat this process to:

• Assign the same person to multiple roles in the same project
• Allocate people from multiple teams
• Assign people from a team to multiple projects

This allows flexible modeling of shared resources across multiple initiatives.

5. Editing a Project

To modify an existing project:

1. Navigate to the Projects section and select the project.
2. Click the Edit button.
3. You can change:
   • Project name, dates, description
   • Project manager
   • Add or remove roles
   • Adjust skill targets
   • Reassign or reallocate people
4. Click Save to apply changes.

There are no restrictions on editing — all parts of the project can be adjusted as needs evolve.