Allocating a placeholder

Resource management is only available with the RepliconPSM, RepliconPPM, Professional Services Automation, and Project Portfolio Management products.

You can allocate a placeholder when no resources are available, or you can use placeholders to specify your staffing requirements. Before allocating a placeholder, you need to assign them to the project team.

To allocate a placeholder to a project:

  1. Go to Projects > Resources and click on the Placeholder Resources tab.

  1. Find the project you want to allocate the placeholder to.
  2. Find the placeholder beneath the project name.

If the placeholder you want to allocate is not shown, they are not assigned to the team for that project.

  1. Click in the grid where the placeholder and desired allocation dates intersect.

The Set Allocation dialog displays.

  1. Enter the allocation details.
  2. Click the Add Allocation button.

Once allocations have been added, you can update or remove them as needed.

Related links

Replacing a placeholder with a resource
Setting up placeholder roles
Why is a user not available in the Resources page?
Allocating a resource to a project
Allocating a resource to a task