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Planview Customer Success Center

Add multiple User Placeholders

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You can add multiple User Placeholders from the Import functionality in the User Placeholders module.

As an alternative, you can use the following options to create, update and delete objects in AdaptiveWork:

  • Business rules (Workflow, Scheduled Workflow, Custom Actions) in the Configuration of your organization.
  • Data loader functionality by uploading Excel (xls, xlsx) or csv files. The Data Loader uses API calls for its functionality and therefore adheres to the API governance and specifications defined by AdaptiveWork. 
  • The REST API Data Service supporting the basic CRUD operations.

 

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. Go to the User Placeholders module.

  2. Click the Utilities tab and then the Import action. The Import window opens. 

  3. Upload an Excel (xls, xlsx) or csv files with the list of User Placeholders name, and optionally, Job Title and Rate group. 

  4. Click OK.