What are placeholders?

Placeholders are used when you have a project to plan out but don't yet know who to assign to it.

By using placeholders, you can determine how much a project will cost and earn before you have sorted out your allocations.

How do placeholders work?

  • Placeholder rates
    Placeholder assignments take their charge out rate from the role rate of the project they are on. They are the same as normal assignments.

    For example, if you add a Developer to Project A and the Developer Project Rate is $150, then the placeholder will have a rate of $150 too.

  • Placeholder costs
    The cost comes from the "Default role cost" which can be changed by editing a role. Placeholders have a cost to the project but not to the business as a whole.

  • Capacity and workload with placeholders
    Placeholders do not affect the capacity of your business. This is because you may hire someone external to the business to do the work or transfer it to someone already within the business. The placeholder will, however, affect the workload.

    As seen in the capacity and workload chart, the placeholder assignment only affects the workload (blue bars), and the capacity is unaffected (purple background).

Managing placeholders

Adding placeholders

  1. Go to the Project Planner

  2. Click the Assign person button for a project

  3. A placeholder 'person' will appear at the top of the pop-up box. Choose the placeholder role (Note: the placeholder rates and costs will come from the role.)

  4. Click Add Selected

  5. Find the placeholder under the chosen project. By default, they will have a randomly generated name. Create assignments as normal.

Editing placeholders

  1. Right-click on the randomly generated placeholder

  2. Select Edit Placeholder

  3. Edit the placeholder's first name, last name, role and/or team. This is useful if you have an idea of who might be doing the work but don't want to assign someone yet.

  4. Click Save

Transferring placeholder assignments

1. Transferring from a person to a placeholder

  1. Right-click the assignment you want to transfer

  2. Click Transfer

  3. Choose a placeholder. If there is no placeholder with the same role, you will have to create a new placeholder.

  4. Click the Transfer button next to the chosen placeholder

2. Transferring from a placeholder to a person

You can transfer assignments from both the Project and People planners:

From the Project Planner

Either:

  1. Right-click the assignment, select Transfer and select someone, or

  2. Right-click the placeholder and select Find <role name>. You will be directed the the People Planner.

From the People Planner

  1. Expand the placeholders row at the top

  2. Expand the placeholder role to see all the projects that have placeholder assignments

  3. Click the three-dot menu on a placeholder

  4. Select Find <role name>. A list of all the people with that role will appear and you'll instantly be able to see who has the appropriate availability for the assignment.

  5. Right-click the assignment (or use Select All To Right)

  6. Select Transfer

  7. Click the Transfer button next to the person you wish to transfer the assignments to.

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