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I am developing a page that allows managers to select teams and individuals needed for a project. When selecting a team, each employee within that team is shown with their known skills. Once an individual is identified as being needed for the project, the manager should be given a way to break down the hours expected for each skill that employee possesses.

I have created a mockup of what I have developed to this point.

enter image description here

Right now, I just have a table at the bottom with inputs for each skill. A project can have more than one employee assigned to it so there could be more columns than what is shown.

I have two questions.

  1. Is there a better area to put this type of info? I had thought about making a panel to the right of the employee selection to display this.
  2. What is a better way to ask for data that is related to a previous selection like in this case?

I would be grateful for any suggestions or any references to similar pages/designs.

  • Is there a bound on the number of skills, or is this a taxonomy created by managers, like a tag system? I.e. how many skills could there be? And how big a team could this be? – Mike M Mar 25 at 1:07
  • @MikeM The skills are decided on by a manager. There is no limit on the number a person can have. – cfoster5 Mar 25 at 1:08
  • Is it important for a manager to find a person who has as many of the needed skills as possible? Or can the manager pick the best person for each skill need regardless of how many people join the project? – Stacy H Mar 25 at 3:33
  • @StacyH The manager would pick the best person for each skill needed. That could be one person who has an all around skillset or multiple people that fulfill each skill needed. – cfoster5 Mar 25 at 3:41
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It seems from the manager's point of view, the flow would be:

  1. What skill is needed?
  2. Who can do that skill?
  3. How much time should they spend on it?

Perhaps the manager starts by entering the skill needed, and the system returns people who can do that skill. The manager chooses the person, assigns hours, and moves on to the next skill.

When finished (or at any time), the manager could see an editable table view of Skill | Assignee | Hours Allocated

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You could allow your managers to build a grid view by starting with a common skillset, and add team members as they go.

Perhaps I misunderstand your use case, but here's a thought about combining the two together, especially if you have lots of employees with lots of skills.

You could allow for adding and removing skillsets or members as needed (adding and deleting rows and columns), and keep a tally of total hours for each set, so you can see the total cost in hours / personnel (I'm not sure how important that is in your case)

enter image description here

This way if you have a large team, you can stack them vertically, and use skills as a column. Allow standard search and filter, as large projects inevitably will scroll columns and rows off of the viewport.

Having inputs or 'n/a' gives you a sense of what those employees are capable of; in this instance, Sara Velazquez can cover both skills.

The employee names could also link or bring a popup, in case you have edit rights to add skills they have, but are not displayed in their profile.

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  • Thanks for your response! Is there a particular reason you decided to use employees for the rows and the skills for the categories rather than vice versa? – cfoster5 Mar 25 at 13:42
  • I guessed! I figured based on my experience in enterprise that there can be large teams, but you could go either way. – Mike M Mar 25 at 13:47
  • @cfoster5 What the best orientation is, is something to investigate. In what direction are hours being filled in and do you want to show the total? Are hours filled in per employee, or are hours filled in per skill. If there are mixed preferences, you could also add an option to toggle the orientation. – jazZRo Mar 25 at 13:56

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