{"id":11731,"date":"2022-09-19T14:01:12","date_gmt":"2022-09-19T14:01:12","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&#038;p=11731"},"modified":"2023-08-31T07:01:23","modified_gmt":"2023-08-31T07:01:23","slug":"master-lists-for-people-management-module","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/master-lists-for-people-management-module\/","title":{"rendered":"Master Lists for People Management Module"},"content":{"rendered":"<p>In this article, we will help you to understand the Master Lists on the My Profile and Team Member Request pages.<\/p>\n<table style=\"line-height: 10px; height: 26px; width: 99.8764%; border-collapse: collapse; background-color: #f7f7f7;\">\n<tbody>\n<tr style=\"height: 108px;\">\n<td style=\"width: 100%; height: 26px;\">\n<p style=\"text-align: left;\"><strong>Skip Ahead to:<\/strong><\/p>\n<p style=\"line-height: 10px; text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/master-lists-for-people-management-module\/#Overview\">Overview<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/master-lists-for-people-management-module\/#Navigation\">Navigation<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/master-lists-for-people-management-module\/#Parent-ChildMasterList\">Master Lists for Skills field on My Profile Page<\/a><a id=\"Overview\"><\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/master-lists-for-people-management-module\/#SingleMasterList\">Master Lists for Skills field on Team Member Request Page<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Overview<\/h2>\n<p>The table below displays the application&#8217;s pre-defined master lists for the People Management module which are used in the different areas of People Management to help you manage your resources easily.<\/p>\n<table style=\"border-collapse: collapse; width: 100%; height: 120px;\">\n<tbody>\n<tr style=\"height: 40px;\">\n<td style=\"width: 16.1212%; text-align: left; vertical-align: top; height: 40px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Screens&quot;}\"><strong>Screens<\/strong><\/td>\n<td style=\"width: 25.8181%; text-align: left; vertical-align: top; height: 40px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Fields&quot;}\"><strong>Fields<\/strong><\/td>\n<td style=\"width: 29.4546%; text-align: left; vertical-align: top; height: 40px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Master Lists (Parent)&quot;}\"><strong>Master Lists<br \/>\n<\/strong>(Parent Master Lists Code)<\/td>\n<td style=\"width: 28.3637%; text-align: left; vertical-align: top; height: 40px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Master List Relationships (Child Master Lists Code)&quot;}\"><strong>Relationships<br \/>\n<\/strong>(Child Master Lists Code)<\/td>\n<\/tr>\n<tr style=\"height: 20px;\">\n<td style=\"width: 16.1212%; text-align: left; vertical-align: top; height: 21px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;My Profile&quot;}\"><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-update-my-profile\/#SkillsProficiency\" rel=\"noopener\">My Profile<\/a><\/td>\n<td style=\"width: 25.8181%; text-align: left; vertical-align: top; height: 21px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Skills &amp;Proficiency - Skills&quot;}\">Skills &amp; Proficiency &gt; Skill<\/td>\n<td style=\"width: 29.4546%; text-align: left; vertical-align: top; height: 21px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Skills Group&quot;}\">SkillsGroup<\/td>\n<td style=\"width: 28.3637%; text-align: left; vertical-align: top; height: 21px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;SkillGroup Skills &quot;}\">SkillsGroup Skills<\/td>\n<\/tr>\n<tr style=\"height: 20px;\">\n<td style=\"width: 16.1212%; text-align: left; vertical-align: top; height: 20px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;My Profile&quot;}\"><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-update-my-profile\/#SkillsProficiency\" rel=\"noopener\">My Profile<\/a><\/td>\n<td style=\"width: 25.8181%; text-align: left; vertical-align: top; height: 20px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Skills &amp; Proficiency - Proficiency&quot;}\">Skills &amp; Proficiency &gt; Proficiency<\/td>\n<td style=\"width: 29.4546%; text-align: left; vertical-align: top; height: 20px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Proficiency Level&quot;}\">ProfLvl<\/td>\n<td style=\"width: 28.3637%; text-align: left; vertical-align: top; height: 20px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;N\/A&quot;}\">N\/A<\/td>\n<\/tr>\n<tr style=\"height: 20px;\">\n<td style=\"width: 16.1212%; text-align: left; vertical-align: top; height: 20px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;My Profile&quot;}\"><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-update-my-profile\/#AreaofInterest\" rel=\"noopener\">My Profile<\/a><\/td>\n<td style=\"width: 25.8181%; text-align: left; vertical-align: top; height: 20px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Area of Interest - Groups and Skills&quot;}\">Area of Interest &gt; Groups and Skills<\/td>\n<td style=\"width: 29.4546%; text-align: left; vertical-align: top; height: 20px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Skills Category&quot;}\">SkillsCategory<\/td>\n<td style=\"width: 28.3637%; text-align: left; vertical-align: top; height: 20px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;SkillCategory SkillGroup \\r\\n&quot;}\">SkillCategory SkillGroup<\/td>\n<\/tr>\n<tr style=\"height: 40px;\">\n<td style=\"width: 16.1212%; text-align: left; vertical-align: top; height: 40px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Team Member Request&quot;}\"><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-team-member-request\/\" rel=\"noopener\">Team Member Request<\/a><\/td>\n<td style=\"width: 25.8181%; text-align: left; vertical-align: top; height: 40px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Skills&quot;}\">Skills<\/td>\n<td style=\"width: 29.4546%; text-align: left; vertical-align: top; height: 40px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Skills&quot;}\">Skills<\/td>\n<td style=\"width: 28.3637%; text-align: left; vertical-align: top; height: 40px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;N\/A&quot;}\">N\/A<\/td>\n<\/tr>\n<tr style=\"height: 20px;\">\n<td style=\"width: 16.1212%; text-align: left; vertical-align: top; height: 20px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Cost Definition&quot;}\"><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/cost-definition\/\" rel=\"noopener\">Cost Definition<\/a><\/td>\n<td style=\"width: 25.8181%; text-align: left; vertical-align: top; height: 20px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Skills Premium&quot;}\">Skill Premium<\/td>\n<td style=\"width: 29.4546%; text-align: left; vertical-align: top; height: 20px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Skills Premium&quot;}\">SkillPremium<\/td>\n<td style=\"width: 28.3637%; text-align: left; vertical-align: top; height: 20px;\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;SkillsPremium Skills &quot;}\">SkillPremium Skills<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>If the values (skills) are displayed without grouping\/categorization, then relationships are not required.<br \/>\nExample: The Proficiency field on the <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-update-my-profile\/#SkillsProficiency\" rel=\"noopener\">My Profile<\/a> page and the Skills field on the <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-team-member-request\/\" rel=\"noopener\">Team Member Request<\/a> page.<\/p>\n<p>The relationships are only defined if the fields have group\/category-based values, as shown below.<br \/>\nExample: The Proficiency and Areas of Interest fields on the <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-update-my-profile\/#SkillsProficiency\" rel=\"noopener\">My Profile<\/a> page.<a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/09\/Skills-Group-Skills.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-11793\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/09\/Skills-Group-Skills.jpg\" alt=\"\" width=\"1132\" height=\"611\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/09\/Skills-Group-Skills.jpg 1132w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/09\/Skills-Group-Skills-300x162.jpg 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/09\/Skills-Group-Skills-1024x553.jpg 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/09\/Skills-Group-Skills-768x415.jpg 768w\" sizes=\"(max-width: 1132px) 100vw, 1132px\" \/><\/a><\/p>\n<h2><a id=\"Navigation\"><\/a>Navigation<\/h2>\n<p>In the left navigation panel, expand the\u00a0<strong>Workspace<\/strong>\u00a0menu and select\u00a0<strong>Administration.\u00a0<\/strong>Hover over the Administration breadcrumb at the top, expand the\u00a0<strong>Process Governance<\/strong>\u00a0module, and select\u00a0<strong>Master Lists<\/strong>.<a id=\"Parent-ChildMasterList\"><\/a><\/p>\n<h2>Master Lists for Skills field on My Profile Page<\/h2>\n<p>The <strong>SkillsGroup<\/strong> and <strong>SkillsGroup Skills <\/strong>are the parent and child master lists used to define the values (skills based on the group) in the Skills field on the My Profile page. Skills values in the Skills field can be configured by defining relationships between skills and skill groups. This enables the Skills field to display a dynamic list of options.<\/p>\n<p>For example, assume there are two master lists: Skills Group (parent master list) and Skills (child master list). You have to define a master list relationship between these two fields in the master list. Define the group as &#8220;Cloud Computing&#8221; in the Skills Group on the Master Lists page and the skills as Azure, AWS, Google Cloud, etc. for that group in the SkillGroup Skills on the Relationships page. Depending on the skills mapped for each group, the group, and its skills will be displayed in the Skills field.<\/p>\n<p><strong>Prerequisite:<\/strong> The Master Lists module should be available for adding and editing Master Lists Relationships in the Administration<\/p>\n<p>To modify the values of the Skill field on the My Profile page, follow these steps:<\/p>\n<ol>\n<li>Navigate to the Master Lists Page (Administration &gt; Process Governance &gt;<strong> Master Lists<\/strong>).<\/li>\n<li>The Masterlist page appears.\n<ol>\n<li style=\"list-style-type: none;\">\n<ol style=\"list-style-type: lower-alpha;\">\n<li>To add\/modify\/delete the groups:\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Search for the pre-defined \u201cSkills Group\u201d and click the <strong>Details<\/strong> button, The <strong>List of Skills Group <\/strong>page appears.<br \/>\n<strong>Note:<\/strong> These groups are called <strong>Parent Master List<\/strong> in the Master List Relationships screen.<\/li>\n<li>To add a new group, click the <strong>ADD<\/strong> button by adding Name, Index, and Description, and click the <strong>SAVE<\/strong> button.<\/li>\n<li>To edit the existing group, click the <strong>edit<\/strong> icon and modify the required fields. Similarly, click the <strong>delete<\/strong> icon to delete the required Skill Group.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>To add\/modify skills for each group:\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Click the <strong>Relationships<\/strong> button on the top right corner of the Master list page. The <strong>list of master lists relationship<\/strong> page appears.<\/li>\n<li>In the SkillsGroup Skills, to add or modify the skills for each group, click the <b>Edit <\/b>icon under Actions.<\/li>\n<li>To add\/modify skills for each group, select a value in the Parent Master List value (Skills Group). Click on the <strong>ADD CHILD<\/strong> button.<\/li>\n<li>Then, add all of the required values\/skills (using the CTRL\/SHIFT key and selecting) from the Available Values list displayed in the Child Master List. Then, click the <strong>SAVE<\/strong> button to associate the required Child Master list values with each Parent Master List value.<br \/>\n<strong>Note:<\/strong> The Skills are called the Child Master lists.<\/li>\n<li>Now, you can check the Group list and Skills list values. To add or edit values, click the <strong>Edit<\/strong> icon. If you are done entering values.<\/li>\n<li>Click the <strong>SAVE<\/strong> button.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>The Group and Skills field now displays the updated values.<\/li>\n<\/ol>\n<p>A similar process can be applied to the Groups and Skills fields in the <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-update-my-profile\/#AreaofInterest\" rel=\"noopener\">Area of Interest<\/a> and Skill Premium fields in the <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/cost-definition\/\" rel=\"noopener\">Cost Definition<\/a>.<\/p>\n<p><b>Important Points:<\/b><\/p>\n<ul>\n<li>Group or category is the parent master list and skills is the child master list.<\/li>\n<li>If the field has no category or group-based values, there is no need to define parent-child master lists.<\/li>\n<li>If you can&#8217;t add or modify, it means you don&#8217;t have access or it&#8217;s read-only.<a id=\"SingleMasterList\"><\/a><\/li>\n<li>The parent and child master lists are updated on separate pages.<\/li>\n<\/ul>\n<h2>Master Lists for Skills field on Team Member Request Page<\/h2>\n<p>The <strong>Skills <\/strong>is the pre-defined master list used to define the values in the Skills field on the Team Member Request page. Skills values in the Skills field can be added\/modified\/deleted and this enables the Skills field to display a dynamic list of options.<\/p>\n<p>For example, assume the skills defined in the Skills field are Azure, AWS, Google Cloud, Python, etc. Let&#8217;s say you need to delete Python from the skills list and replace it with Java and Angular in the Skills Master List. Depending on the skills defined in the Skills Master List, the skills (values) will be displayed in the Skills field.<\/p>\n<p>To modify the values of the Skills field on the My Profile page, follow these steps:<\/p>\n<ol>\n<li>Navigate to the Master Lists Page (Administration &gt; Process Governance &gt;<strong> Master Lists<\/strong>).<\/li>\n<li>The Masterlist page appears.\u00a0Search for the pre-defined \u201cSkills\u201d and click the <strong>Details<\/strong> button.<\/li>\n<li>To add\/modify skills for each group:\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>To add new skills, click the <strong>ADD<\/strong> button. Enter the name, index, and description, and click the <strong>SAVE<\/strong> button.<\/li>\n<li>To update the existing skills, click the <strong>edit<\/strong> icon, update the changes, and click the <strong>SAVE <\/strong>button.<\/li>\n<li>To delete the skills, click the <strong>delete<\/strong> icon.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>The Skills field now displays the updated values.<\/li>\n<\/ol>\n<p>A similar process can be applied to the Proficiency field in <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-update-my-profile\/#SkillsProficiency\" rel=\"noopener\">Skills &amp; Proficiency<\/a> field.<\/p>\n<div class=\"helpful-block-content wth-theme-thumbs\" data-title=\"\" >\n<ul>\n<li><span class=\"wth-title\">Was this helpful?<\/span><\/li>\n<li><a data-post=\"11731\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/master-lists-for-people-management-module\/\" data-post-title=\"Master Lists for People Management Module\" data-response=\"1\" href=\"#\" class=\"wth-green-btn icon-thumbsup\">Yes<\/a>&nbsp; &nbsp;<a data-response=\"0\" data-post=\"11731\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/master-lists-for-people-management-module\/\" data-post-title=\"Master Lists for People Management Module\" href=\"#\" class=\"wth-red-btn icon-thumbsdown\">No<\/a><\/li>\n<\/ul>\n<\/div>","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","multi-rating":{"mr_rating_results":[]},"_links":{"self":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/11731"}],"collection":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/comments?post=11731"}],"version-history":[{"count":87,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/11731\/revisions"}],"predecessor-version":[{"id":15380,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/11731\/revisions\/15380"}],"wp:attachment":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/media?parent=11731"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}