Skip to main content
Planview Customer Success Center

Placeholder Resources: Managing Group Job Titles

           

NOTE

In order to use Group Job Titles, the “Enable Placeholder Resources” system setting must be set to ON.

           

Group Job Titles (formerly called Job Titles in Groups or JTIGs) are Job Titles that are members of a User Group. They have two functions:

  • Placeholder resources used in place of User Resources when planning Work and the named resources are not yet known. See here for more information on Placeholder resources.
  • Rate Holders used to determine Cost and Billing rates for both User and Placeholder resources. See here for more information on managing Group Job Title rates.

Adding a Group Job Title

           

NOTES

  • On creation, Group Job Titles initially take on the cost & billing rates associated with the Job Title. If Job Title rates are not specified, the Organization rates are used.
  • Job Titles added to Groups do not have an impact on group capacity
  • Once created, it is currently not possible to delete a Group Job Title from a Group

           

You can create a Group Job Title in the following ways:

Adding a Job Title as a member of a User Group

  1. Select a User Group and click to add related Group Members either from the Add Related toolbar/button, or the Add button on the Group Members panel.

    AddGroupMembers.png

  2. In the Show field on the Add Group Members dialog, select Job Title.

    ShowJobTitle.png

  3. In the Available list, select the job titles and then click the double right arrow to add them to the group.

    clipboard_ee6855bdd16fab500da4d2903cac673f3.png

  4. Click Save.

Adding a User Group as a Member of a Job Title

  1. Select a Job Title and then click add related Job Title Members, either from the Add Related toolbar/button, or the Add button on the Job Title Members panel.
  2. In the Show field on the Add Job Title Members dialog, select Group.
  3. In the Available list, select the user groups and then click the double right arrow to add them to the Job Title.
  4. Click Save.

Adding an Unused Job Title Placeholder as a Resource on a Work Item (Project, Milestone or Task)

For more information, see Placeholder Resources.

AddUnusedJobTitlePlaceholder.png

Using the New Item action on Workflow Rules or Custom Actions (Administrator)

NewItemAction.png

 

Deleting a Group Job Title

           

NOTES

  • When Group Job Titles are deleted, their names are initially crossed out, which indicates that they are inactive. They are later deleted by an overnight job, provided that they are not in use elsewhere in the system

  • Deleting Group Job Titles does not cause rescheduling or recalculations

  • Deleted Group Job Titles are permanently removed as members and not added to the Recycle Bin

  • Deleted Group Job Titles that have not been permanently removed can be reactivated or added as new Group Job Titles

           

You can delete a Group Job Title the following ways:

Deleting a Group Job Title as a member of a User Group

  1. In the Group Members panel, select one or more Group Job Titles, and then click Delete.

    DeleteAsMemberUserGroup.png

  2. Click Yes to confirm the deletion. The deleted titles are crossed out and remain in the list until they are removed by an overnight job.

    DeletedWithStrikethrough.png

Deleting a Group Job Title as a Member of a Job Title

  1. In the Job Title Members panel, select one or more Group Job Titles and then click Delete.

  2. Click Yes to confirm the deletion. The deleted titles are crossed out and remain in the list until they are removed by an overnight job.

Deleting a Group Job Title directly from the Group Job Title

  1. Open the Group Job Title details page.
  2. Click Delete.

  3. Click Yes to confirm the deletion.

Using the Delete Item action in Workflows/Custom Actions (Administrator)

DeleteItemActionWorkflowsCustomActions.png

Activating or Restoring a Group Job Title

           

NOTE

  • Group Job Titles that are inactive (crossed out) can be restored using the Activate action
  • Activating Group Job Titles does not cause any rescheduling or recalculations
  • When Group Job Titles are marked as “Active,” the cross out line is removed and the Group Job Titles are not deleted by the overnight job

           

You can Activate a Group Job Title in the following ways:

Activating a Group Job Title as a member of a User Group

In the Group Members panel, select one or more Group Job Titles, and then click Activate.

ActivateGroupTitleMemberUserGroup.png

Activating a Group Job Title as a Member of a Job Title

In the Job Title Members panel, select one or more Group Job Titles and then click Activate.

ActivateMemberJobTitle.png

Activating a Group Job Title directly from the Group Job Title

Open the Group Job Title details page and click on the Activate button.

Using the Change State action in Workflows/Custom Actions (Administrator)

DeleteItemActionWorkflowsCustomActions.png