Overview

This article explains how to:

Before You Begin

Certifications must exist in the Certification Management list before they can be assigned to a project.
You must have permission to Manage Projects and Manage Certifications.
Certification requirements will be enforced when employees attempt to clock in to the project.

Use this method to require certifications for a specific project.

Go to Management Lists.
Click Projects.
Select the project you want to update.
Click the Certifications tab.
Click New Requirement.
Select a Certification from the dropdown menu.
- If the certification you need is not listed, click Manage.
- This will open the Certification Management list, where you can create a new certification.
After selecting the certification, click Submit.

The certification is now required for that project.

Employees must have the required certification to clock time to the project.
If an employee does not have the certification, they will be prevented from clocking in.
Certification requirements will appear under the Certifications tab for the project.

Certifications are pulled from a centralized certification list.
Adding a requirement does not assign the certification to employees—it only enforces the requirement.
Employees must have an active certification to meet the requirement.
Multiple certifications can be required for a single project.

Why don’t I see the certification I want to assign?

The certification must first be created in the Certification Management list. Click Manage from the dropdown to add a new certification.

What happens if an employee doesn’t have the required certification?

They will not be able to clock time to that project until the certification is added to their profile.

Can I require more than one certification for a project?

Yes. You can add multiple certification requirements to a project.