With Placeholders, you can add virtual users to Scheduling. This means that you can schedule people that are not yet a part of your organization, or you just want to plan ahead and see if you should look for new teammates.
Placeholders can be assigned a role and a cost rate, so you can see how their assignments will impact your budgets.
To add Placeholders, go to Settings > Placeholders. Click on Add Placeholder to create a virtual user:
First, make sure you give the virtual user a name, then set the planned salary and click Create:
Now, let's see how will your virtual user look in Scheduling:
To take it a bit further, you can use Placeholders in Insights as well, for example in Capacity & Availability Insight:
To edit a Placeholder, simply go to Settings > Placeholders where you can rename it, change the colour scheme and change the cost rate as well.
Custom Fields
Because a Placeholder acts as an actual person in Productive, you can also assign custom fields to it, as you with regular teammates. To add a custom field to a person, normally you would go to Contacts > People and add it there, but for Placeholders, the procedure is a bit different.
To add a custom field to a Placeholder, go to Settings > Placeholders and add click on the Placeholder in question:
Under the Placeholder name, you'll see a list of custom fields you can assign to it:
To assign a custom field, just select one from the dropdown.
Let's now see how this will look in Scheduling:
