Create a Placeholder

Create placeholders to store and manage project documents, such as drawings, specifications, schedules, and reports.

To create a placeholder:

1. 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.
2. On the project window, click the DLM tab.
3. Click the Placeholders tab.
4. Click Create Placeholder.
5. On the Create Placeholder window, select the numbering scheme to use for your documents from the Number Scheme list.
   A blank placeholder is created for the selected numbering scheme.
6. 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.
7. 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.
8. Optional: If you expect to receive multiple documents from the same organization which use the same numbering scheme, you can do the following to add additional placeholders:
   • To add a blank placeholder, click Add Placeholder, and then define the details of the placeholder.
   • To copy the last placeholder that you created and its details, click Copy Placeholder.
   Tip: You can use the lists located above the available columns to apply the same information to all placeholders. For example, if all documents will be the same size, select the size from the list above the Size column.
9. 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.

10. Click Finish.