Upload Placeholders

If you have predefined placeholders in CSV or TXT files, you can efficiently upload them into PIM using the Free Text number scheme option.

To upload placeholders from file:

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. Use the Number Scheme list to select Free Text.
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. On the toolbar, click Upload Placeholders.
8. On the Upload Placeholder File dialog, click Choose a Placeholder File and select the placeholder file that you want to upload.
9. Use the Select a delimiter list to select the delimiter used in the file.
10. Click Apply to create the placeholders.
    If any placeholder values do not match the available options or are not in the correct format, an information icon will display against those fields. You can manually populate these fields with the required information.
11. 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.

12. Click Finish to save the placeholders.