Make Placeholders available in the Resource Template

  • 2
  • Idea
  • Updated 3 years ago
  • Not Planned

We also find ourselves using placeholders often.  For our future  project planning, we need the Placeholder resource available on a report built on the "Resource Template".  Our business mandates that we forecast resource requirements by Role/Skill.  This Resource Template is perfect except that it does not provide access to Placeholders. (1) Is there a way to include Placeholders?  (2) If not, how can I request this as a feature enhancement?

Thanks in advance,

Chris D.

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Daigle, Chris

  • 18 Posts
  • 2 Reply Likes

Posted 3 years ago

  • 2
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Lingaraj Dharwad, Product Champion

  • 1100 Posts
  • 46 Reply Likes
Hi Chris,

Although the Placeholders are available in the Project Team Time, Expense, Cost, & Billing template, I have marked this as an idea and forwarded the same to the PM team. 

Regards,
Lingaraj
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Charlene Eriksen, Product Manager

  • 358 Posts
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Hi Chris,

The Resource template is intended to show the actual hours, expenses, etc of a project team member. Since placeholders don't enter time, they aren't included in this report.

Will the template that Lingaraj mentioned work? If not, can you please provide some more info on the placeholder data you would like to report on?

Thanks,
Charlene
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Lingaraj Dharwad, Product Champion

  • 1100 Posts
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Hi Chris,

We have marked this as Not Planned for now, please reply back if the mentioned template does not work.

Thanks,
Lingaraj
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Daigle, Chris

  • 18 Posts
  • 2 Reply Likes
No. It does not work. I'm finding that the available  templates restrict my ability to create specific reports to meet our business needs. Is there any way for users to create customized templates?
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Lingaraj Dharwad, Product Champion

  • 1100 Posts
  • 46 Reply Likes
Hi Chris,

Currently, one can't create a customized template. We could involve our customization team to see if a customized report can be created for a cost. Or if you have a dev team who could build a tool to extract placeholder information, they can do so via web services

Your dev team can use the below link: 

https://na7.replicon.com/<companykey>/services/ResourcePlaceholderService1.svc/help 

Instead of na7 just replace with your end point and use your companykey. Should your dev team need help with anything during this process we can surely assist. 

Let me know if you want me to send a request to our customization team? 

Thanks,
Lingaraj