Templates & Metadata
Adding Metadata to a Project
Metadata is an essential element of CMap PIM as it allows users to filter and find information quickly and easily, therefore it is key to keep it up to date and accurate.
Your CMap PIM projects will have some metadata by default, but should you need to add your own values, you can use this guide.
Only Project Owners have the permissions to create and edit Project Metadata
How to add Metadata
If you wish to add new metadata values to your project, you can do so from the Metadata page. If you do not see a Metadata page on your project, please raise a support ticket.
- To navigate to the Metadata page, from inside your project, click Metadata in the left hand Menu
- To create a new metadata value, first click New Metadata button in the command bar
- This will bring up the Create Metadata panel, where you must fill in the appropriate fields:
Part - From the dropdown, choose the appropriate Part for which the metadata will belong to.
For example, if you wish to add a new Level to your project, select Level from the Part drop down.
Value - This represents the value that is assigned to either a Record/Office Document or Revision.
Metadata values can be used for the parts that make up a Document Number e.g. Type, Zone or Level or they may be used for additional metadata such as Size, Scale or Document Group.
Title - This represents the display name for a metadata value.
For example, if a Level metadata value was 00 the Title might be 'Ground Floor'. Making the Title descriptive allows users to find and search for the correct metadata value.
Default for Records - If this checkbox is ticked, this piece of metadata will be the suggested value in the dropdown when creating empty Records or uploading files.
Default for Office Documents - If this checkbox is ticked, this piece of metadata will be automatically set for any Office Document created from a Template.
Once all values are filled in, click Create at the bottom of the panel.
If there is no default Office Document value set, you will see a dropdown when creating a Document from a template where you can choose a value.
You have now successfully added a new piece of Metadata to a project!