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Procore

Manage Placeholder Resources

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Background

Often during the early stages of a schedule, you know what trade is needed (e.g., "Electrical Sub") but not who the specific vendor will be. Placeholders allow you to build out the logic and resource-load the schedule without needing specific directory entries.

Steps

Create and Assign Placeholders

  1. In the schedule settings (or directly in the Resource column), type a generic name such as "Drywall Sub" or "MEP Crew."

  2. Assign this placeholder to all relevant activities across the schedule.

Bulk-Replace Placeholders with Real Companies

  1. Once a vendor has been selected for the project, locate any task assigned to that Placeholder.

  2. Right-click the placeholder name in the grid.

  3. Select Assign to real company.

  4. In the window that appears, select the winning vendor from the Project Directory.

  5. Click Update.

    • Note: Procore will automatically update every instance of that placeholder across the entire schedule with the actual company name.

See Also