Group Placeholders

You can group a list of project placeholders by one or more placeholder fields. Your choice of grouping is remembered between sessions.

To group placeholders:

  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 Grouping tab.
  4. Click Add Grouping.
  5. In the Add Group dialog box, select a field to group the placeholders by.
  6. Click Apply.
    You can add multiple groupings. Each subsequent group that you add becomes the sub-group of the preceding group. For example, if you first add Organization as a group, and then add the Status as a group, it will group the placeholders by organization first, and then by placeholder status.

    To change the order of grouping, select the field that you want to reorder, and then use the up and down arrows to reorder it.