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Planview Customer Success Center

Add a single User Placeholder

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You can add a new User Placeholder from your organization’s User 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 User Placeholder page in the left navigation menu.
  2. Under Common, click Add User Placeholder.
  3. Enter a unique name for your user placeholder. You can specify an Job Title and a Rate Group. 
  4. Click Save.

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