User Placeholders
User placeholders are entities that you can add to work entries to model work assignment needs in a project before assigning real resources. This article will show you how to create user placeholders and use them in projects.
Creating user placeholders
User placeholders require a name, a job title, and a rate card. Only administrators can create user placeholders.
To learn how to add job titles to AdaptiveWork, see Managing Job Titles.
To learn how to add job titles to rate cards, see Managing Job Title and Group Job Title Billing Rates on Rate Cards.
To create a new user placeholder:
- Open the People page in the left navigation menu.
- Under Common, click Add User > User Placeholder.
- Enter a unique name for your user placeholder.
- Select a Job Title.
- Select a Rate Group. By default, the rate group is the one associated with the job title you selected.
- Click Save.
Your user placeholder is added to the list of users on the People page. The use placeholder is ready to be added tasks in projects.
Adding user placeholders to projects
Once a user placeholder is created, it can be added to tasks on projects to model that project's resource needs.
To add a user placeholder to a project:
- Open a project.
- In the project's work plan, double-click the on a cell in the Resources column, in the task where you want to add the placeholder.
- Click on the three dots to open the Add Resources window.
- From the Show menu above the Available list on the left, select User Placeholders.
- Select a placeholder from the Available list on the left and then click the right chevrons to add it Your selections list on the right.
- Click Save.
The user placeholder is added to the task in the work plan. The user placeholder's time and rates can be adjusted in the same manner as any other user in the project's resource plan.