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Schedule Management > Creating and managing schedules > Defining tasks, milestones, and work breakdowns > Scheduling and managing tasks

Require a task be performed by someone with specified qualifications

Procedure

  1. Right-click the task and choose Assignments → Assign to Task.

    The Task Assignment dialog box is displayed.

  2. Select a task from the Schedule Tasks list.

  3. Click the Qualifications tab and select a qualification and a level.

  4. Click Assign.

    The assigned qualification appears in the Qualification column of the Task Assignment dialog box and the Summary view of the task.

To remove the required qualification for the task, select the task, click the Qualifications tab, select the qualification, and click Remove.

Note: If a user is assigned to the task, you cannot remove the qualification. You must first remove the assigned user from the task.

  1. Click OK.

Results

If a task has a qualification assigned to it, a user with the same or higher qualification must be assigned to it if the SM_ENFORCE_ASSIGNMENT_CRITERIA preference is set to true.

Source: https://docs.sw.siemens.com/en-US/doc/282219420/PL20251212545240207.plm00054/xid822107 · retrieved 2026-07-10