Creating Actions You can create actions against contacts, projects, enquiries, organizations, and documents. Related Topics:Create an Action for a Record You can create an action against many types of records in PIM, including contacts, projects, enquiries, organizations, and opportunities. You define the action properties, and then select who to assign it to. Create an Action for a Document You can create an action against the current version of a document. For example, you can create an action for a document to be reviewed. Parent Topic: How To... HomeDeltek PIM HelpWorking with ActionsHow To...Creating Actions
Creating Actions You can create actions against contacts, projects, enquiries, organizations, and documents. Related Topics:Create an Action for a Record You can create an action against many types of records in PIM, including contacts, projects, enquiries, organizations, and opportunities. You define the action properties, and then select who to assign it to. Create an Action for a Document You can create an action against the current version of a document. For example, you can create an action for a document to be reviewed. Parent Topic: How To... HomeDeltek PIM HelpWorking with ActionsHow To...Creating Actions