Access the User Placeholder module
User placeholders are entities in the application that you can configure and add to work entries to model work assignment needs in a project before assigning real resources.
Project Managers tend to do initial planning using predefined User placeholder resources, since the names of the user resources are not yet known. These placeholder are assigned to Tasks and Projects to see the impact of the planned work on resource capacity and to establish financial estimates for cost and revenue purposes.
The User Placeholder module displays all of the user placeholders that have been added to the organization. User placeholders are associated with an Job Title and Rate Group in order to use the Group or Job Title Calendar.
NOTE
There are no capacities, timesheets, permissions, or licenses associated with User placeholders.
ADMIN
Your organization's administrator defines whether your Profile has access to this module and if you can add or delete items. Your Profile configuration for the entity will define related items, fields, actions and other layouts that users will have access to.
To access the User placeholders module:
- Go to the User Placeholders module.
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The User placeholders List appears.
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Click an user placeholder's name in the List to view its detailed information and related items.
The Relations Panel on the right-hand side of the screen displays Rate Groups, Rates, and Work Items of a selected item in the grid, and enables working with the related items while staying in context of your original view. -
Click one or multiple users and select an action from the ribbon.
You can add, activate, or delete user placeholders. In addition, standard common actions are available in the ribbon and allows you to export and import the list of placeholders, and access resource management interfaces and reports.