Placeholders are incredibly helpful when forecasting project resources, and you're not sure which team member will be assigned yet. Placeholders can be used to:
Identify all the resources needed for a project by proposed roles
Determine when you will need these resources
Estimate total hours needed
Note: This article discusses how to use placeholders in 'Resourcing'. To learn more about how to use placeholders within projects, click here.
Creating a placeholder
Navigate to the Resourcing app in Hive. Once there, go to More > Settings > Placeholders. To add a new placeholder, choose '+Add placeholder'.
Attribute a placeholder to teams
Link a placeholder to one or more teams so its estimated time counts toward those teams in dashboard reporting. This is for reporting only: the placeholder does not become a team member.
From the placeholder: in Workspace Settings > Resourcing > Placeholders, expand the placeholder and choose one or more teams in Teams.
From the team: in Workspace Settings > Teams, open the team’s menu, choose Edit team, add placeholders in Placeholders, then click Update team.
Both places edit the same links, so a change in one shows in the other.
In dashboard widgets, grouping by team includes the estimated time of the placeholders linked to each team. When you filter a widget by a team that has linked placeholders, only that team’s placeholders are included.
The Resourcing schedule does not change: placeholders still appear in the Placeholders section, not under their teams.
Resourcing for placeholders
Once placeholders have been created, they can be found at the top of the dashboard. You can minimize your people tab to see your placeholder easily.
Click + hold + drag across the appropriate placeholder in order to create a new resource assignment for them. You can then add additional information such as project and estimated amount of time.
Drag and drop assignments from placeholders to users
Once you have found the resources/users needed in Hive to take the assignment, you can easily drag and drop the assignments to a specific user.
