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Planview Customer Success Center

Delete user placeholder(s)

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This page describes how to delete user placeholders in your organization. 

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. Select one or more user placeholders from the List.
  3. From the Common ribbon , click Delete.
  4. ​A message prompts to confirm the action. Click OK to confirm the action.
  5. The user placeholders are deleted and their state set to Inactive. If multiple user placeholders are selected, a separate confirmation message appears for each one.

    Deleting user placeholders from AdaptiveWork removes the items from the pool of available resources, maintains all assignments, yet displays the deleted user placeholders' name with ‘strikethrough’ everywhere it appears in AdaptiveWork.