Magic Project Placeholders

The Placeholders feature at the project level allows Admins to define reusable values—such as site names, contractor information, or project-specific labels—using custom keys. This helps maintain consistency across all documents within a project. You must be inside a created project within the Bid Packages workspace to use this feature.

Who Can Use This Feature
Users with Admin access to the project.

Steps:

1. Open a Project
   In the Bid Packages workspace, go to the Projects section and open any project by clicking the arrow ( > ) next to a document.
2. View Placeholders
   On the right side, the Placeholders panel will appear.
3. Add a New Placeholder
   • Click Add New.
   • Enter a Key (e.g., CLIENT_NAME) and a Value (e.g., Everest Builders Inc).
   • Click Save.

Note: If the key already exists, you’ll see a message.

4. Search Existing Pairs
   Use the search bar to find any key or value instantly

Delete a Pair
Click the Delete icon and confirm to remove it, and deleted keys won’t work in documents.

⚠️ Note: Project Placeholders work only within the same project and won’t update in completed documents

Related Help:

• For top-level organizational values, see Organizational Placeholders Settings.
• For company-wide values, see Trade Placeholders Settings.

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