Setting up placeholder roles

Looking for help with this feature in Polaris PSA or Polaris PPM? Check out Setting up roles in the Polaris help.

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

When allocating a placeholder to a project, the resource manager can specify which role the placeholder is intended to fill. For example, he may allocate two placeholders with the Designer role to indicate two designers are required on the project.

You can define roles based on the types of resources allocated in your organization.

To add a role:

  1. Go to Administration > Employees and Organization > Project Roles.
  2. Click the + Add Project Role button.
  3. Enter a name and description.
  4. Enter an hourly cost, which will be used for cost projections based on the placeholder’s allocations.
  5. Click +Add Project Role.

Related links

Allocating a placeholder
Replacing a placeholder with a resource
Resource management setup checklist
How resource management works
How allocation works