When planning a project, it's common to know the type of resource that will be working on the project but not know just yet the specific person who will be assigned to the tasks.
We don't want this to stop you from planning your project and having a full understanding of the resources you need to accomplish the work.
Now placeholder resources from Hive Resourcing can live on projects, be assigned to tasks and allocated time estimates.
Actions assigned to a placeholder that have a due date and time estimate will then appear in resourcing, so you can see a total of how much time you'll need that resource for, making it easy to find the perfect resource for your project.
How it works:
Step 1: Create placeholder resources in Hive Resourcing
Follow the steps here to create placeholders.
Step 2: Edit your project members and add the placeholders you need to your project
All placeholders available from Hive Resourcing will show as options in the members picker. After you select placeholders in the 'Members' section of the edit project modal, select 'Done' to save your changes.
Step 3: Create your actions
Like you would for any action, give your action a title and add any detail you'd like. For the task to show in resourcing, be sure to add a due date and time estimate.
Step 4: Assign a placeholder to the actions
The most important step is to assign a placeholder to the action. Simply click the assignee picker, expand to see the placeholders and select the placeholder for the task. Placeholder resources can be assigned from inside the action card or from gantt view.
Step 5: See your placeholder action estimates in resourcing
Have a view of the estimated time allocations for each placeholder resource to quickly find available resources for your project and get your project staffed.
Step 6: Assign your resources to placeholder actions
Once you've finalized the staffing of your project and allocated resources to your project, assignment is just a click away! First, add your resources to your project. Then go into an action in your project and change the assignee of the action to the staffed resource. You will be prompted to reassign all tasks that have the same placeholder.
And you're done! Your project is staffed and actions are assigned. You're ready to get working!