You can add placeholders to projects and schedule assignments, just as you would schedule people on projects.
However, since placeholders don't represent "real people," they:
Don't have time off
Each placeholder can only be linked to one project
Don't have capacity - you can add unlimited hours/ FTEs to a placeholder
1. Adding placeholders to a Project
Go to the Project Planner > Expand a Project
Click the Assign Person or Placeholder button for a project
A placeholder will appear at the top of the pop-up box. Choose the placeholder's role (Note: the placeholder rates and costs will be based on the Default Role Rate and Default Role Cost.)
If you want to add multiple placeholders to a project at once, you can change the number in the field
To add another placeholder in a different role, click Add another placeholder
You can also add people to the project by clicking on the checkbox next to their name (and uncheck the box if you decide you don't want to add the person/ placeholder)
Optional - select a Workstream if you've added Workstreams to the project
Click Add Selected
2. Adding Job Requirements as Placeholder Details
Find the placeholder under the chosen project.
Click on the three-dot icon on the placeholder > Edit Details
From the side panel, add more job requirements, such as skills, custom fields, teams, or tags. These will be used to identify the most suitable person for the job.
You can also add a list of Suggested People whom you think could be potential candidates for the role. You can add up to 5 names under the Suggested People field.
Click Save to update the changes.
3. Adding Assignments to the Placeholder
Drag and drop to create assignments.
Unlimited Workload for Placeholders
For a person, the maximum number of hours you can schedule per day is 24 hours. However, for placeholders, you can map out the demand for more than one person (> 1 FTE). You can add unlimited FTEs.
Learn more about how to plan in FTEs here.
4. Cloning Placeholders with the Same Details and Assignments (Optional)
Clone placeholders to quickly bulk create placeholders with the same assignments and requirements.
Click on the three-dot icon on the placeholder
Select Clone
Enter the number of placeholders you want to clone with the same assignments and role. If you do not want the assignments cloned, uncheck the box.
Click Clone to complete the process.
If Suggested People are added to the Placeholder, please note that the list of suggested people will NOT be cloned.