Clone a Placeholder
You can clone existing placeholders to use them as the basis for new ones. You can clone a placeholder to the same project, or a different project. All details of a placeholder are copied, except for set memberships, work package memberships, and associated projects.
To clone a placeholder:
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Navigate to the project.
You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab in your contact record, and in the Projects dashpart in the Personal Zone.
- On the project window, click the DLM tab.
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Select the check box of the placeholder that you want to clone.
You can select multiple placeholders to clone in one operation.
- Click the Placeholders tab.
- Click Clone Placeholder.
- On the Create Placeholder window, select the numbering scheme to use for the documents from the Number Scheme list.
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Do one of the following:
- If the documents will be received from an external organization, select the organization from the Originating Organization list.
- If the documents will be internal documents from your own organization, select My Organization.
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In the Scheme: <Selected Number Scheme> panel, enter the properties for the document placeholder.
For information on the available fields, see Document Placeholder Properties. All mandatory fields display a red exclamation mark.
- Optional:
Click
Next to step through the wizard to assign sets, work packages, and link additional projects.
Step Description Set Memberships Select one or more set memberships to link the placeholder to. Set memberships allow you to categorize documents. This allows sets to be grouped and filtered within the DLM. You can also report on selected sets. Set Work Packages Select one or more work packages to associate with the placeholder. Work packages, organized on the entity level, offer a robust method for categorizing, filtering, and grouping placeholders. A placeholder can be assigned to multiple work packages, mirroring subcontract or trade packages on a construction project. Additional Projects Select one or more additional projects to link the placeholder to. Each placeholder maintains a unique number and short number across projects, streamlining document management in large project scenarios that are split into multiple projects. The primary entity link is essential and cannot be removed. - Click Finish.