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Planview Customer Success Center

Add a single Asset Placeholder

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You can add a new Asset Placeholder from your organization’s Asset Placeholder module.  

Who can do this? 

Your organization's Admin can define whether your Profile has access to this module and if you can add or delete items. Profile configuration for the entity will define related items, fields, actions and other layouts that Users will access to.
  1. Open the Asset Placeholder page in the left navigation menu.
  2. Under Common, click Add Asset Placeholder.
  3. Enter a unique name for your asset placeholder. You can specify an Asset Type and a Rate Group. 
  4. Click Save.

Your asset placeholder is added to the list of asset placeholders on the Asset Placeholder page. The asset placeholder is ready to be added to tasks in projects.