Skip to main content

Key Personnel

Matt Miller avatar
Written by Matt Miller
Updated over 3 weeks ago

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.

Did this answer your question?