Define who can perform which services for a team. A team member without competences will not be be planned by Binocs (except if you’re doing a capacity unconstrained analysis).
The competence matrix basics
The competence matrix defines who can perform which services in a specific team.
Each row in the matrix represents a team member
Each column in the matrix is a service from the teams service catalog
A dark green square means the team member is competent for that service. Click the green square to remove the competence. The square will turn white
White square means the team member is not competent for that service. Click the white square to add the competence. The square will turn green
A light green square means there are some constraints on this competence (for only a part of the service activities or restricted in time). Read the next topic for more details.
Partial competences + start and end dates for competences
There are cases where you’ll want to constrain certain competences:
Sometimes a person can’t perform all activities of a service
Sometimes a person is still in training and will have the competence on a certain date in the future
Sometimes a competence has an expiration date
You can configure these constraints in Binocs.
- Hover over a competence square and click the arrow icon that appears in the top right corner. The details of this competence will appear.
Select the service activities this team member can perform. When running a capacity constrained analysis this team member will only be planned on activities for which he/she has a competence.
Change the validity period of the competence. When running a capacity constrained analysis this team member will only be planned for this service when the demand is within the validity period.
- Go back to the competence matrix by clicking the blue arrow in the left top corner. The competence square is light green to indicate that some extra constraints are configured.
Shared team members appear in the competence matrix as well
Shared team members appear at the bottom of the competence matrix of the receiving team (indicated by the arrow key). The competences for these team members have to be set in the receiving team as well or the shared team member can’t be planned for the receiving team in a capacity constrained analysis.
Tips and Tricks
Competence matrix too large?
The competence filter can help. Type a keyword in the filter (e.g. the technology) or search for a specific service tag and Binocs will only show those competences. Now that they are grouped it’s easier to set related competences.
Not clear which service you’re adding/removing
By hovering over the white/green squares, the team member and service will be highlighted!