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Key Personnel

Matt Miller avatar
Written by Matt Miller
Updated this week

Use the Key Personnel feature to inform the Outline and Pink Team Draft with the confirmed Roles and Personnel

Open Personnel → Bench and add candidate profiles (resume, education, certifications, skills).

At this point, you will need to create each individual skill and certificate for your employees and then can re-use those values in the future.

In your proposal, open Key Personnel and define personnel requirements (e.g., “Senior Software Engineer II – Python/JS/C#”), which includes the required FTEs, description and qualifications.

Assign candidates from the Bench to each requirement.

Notes: Skills/certifications are user‑defined (no preloaded list). Bulk import isn’t available yet.

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