If you are a main manager or administrator, you can create a new placeholder user.
1. Depending on what type of user you are, use one of the following methods:
- If you are a main manager, open the Planning view, select More, choose Placeholder users, and then choose Manage placeholder users.
- If you are an administrator, open the Admin view, then select Users.
The Manage placeholder users dialog opens.
The Users tab opens.
When you create a placeholder user from the Planning view, that user will be automatically added to the project. However, if you create a placeholder users in the Admin, you will need to add them manually to projects.
2. Depending on your user type, select the following:
- If you are a main manager, select New.
- If you are an administrator, select More and choose New placeholder user.
The New dialog opens with the Information category selected.
3. Enter the Placeholder user name.
4. Enter a Sorting Name, which is an alternate name used for sorting.
5. Select the User Groups category to add the placeholder user to user groups. See Adding users to user groups for information.
6. Select OK.
The placeholder user is added.
7. When you finish, select Close.