How to... Complete the step-by-step instructions for the tasks that you perform when working with the Document Lifecycle Manager. Related Topics:Viewing Document Placeholders for a Project You can view all document placeholders for a project in the project's DLM tab. To help you to manage document placeholders for a project, you can search, filter, and group them. Managing Document Placeholders To save time when you set up a project, you can create placeholders in advance for any documents that you expect to receive. Each placeholder can store multiple file types, versions, and metadata for a selected document. Adding Files to Placeholders When you receive controlled files for a project, you can add them to document placeholders within DLM. This allows you to control and manage documents for a project, and issue them to selected recipients. Issuing Documents You issue documents when you want to distribute them to people working on a project in a controlled manner. For example, you might issue project drawings for review. You can issue both controlled documents stored in a project's DLM, and documents stored in the DMS. Searching for Drawings and Document Issues You can search for drawings and document issues across all projects that you are linked to. Reporting on Documents and Document Issues You are provided with a number of DLM reporting options for each project. For each project, you can report on all controlled documents in the DLM, and all document issues. You can also create custom reports, and these allow you to filter and group the results by selected fields. Parent Topic: Working with the Document Lifecycle Manager HomeDeltek PIM HelpWorking with the Document Lifecycle ManagerHow to...
How to... Complete the step-by-step instructions for the tasks that you perform when working with the Document Lifecycle Manager. Related Topics:Viewing Document Placeholders for a Project You can view all document placeholders for a project in the project's DLM tab. To help you to manage document placeholders for a project, you can search, filter, and group them. Managing Document Placeholders To save time when you set up a project, you can create placeholders in advance for any documents that you expect to receive. Each placeholder can store multiple file types, versions, and metadata for a selected document. Adding Files to Placeholders When you receive controlled files for a project, you can add them to document placeholders within DLM. This allows you to control and manage documents for a project, and issue them to selected recipients. Issuing Documents You issue documents when you want to distribute them to people working on a project in a controlled manner. For example, you might issue project drawings for review. You can issue both controlled documents stored in a project's DLM, and documents stored in the DMS. Searching for Drawings and Document Issues You can search for drawings and document issues across all projects that you are linked to. Reporting on Documents and Document Issues You are provided with a number of DLM reporting options for each project. For each project, you can report on all controlled documents in the DLM, and all document issues. You can also create custom reports, and these allow you to filter and group the results by selected fields. Parent Topic: Working with the Document Lifecycle Manager HomeDeltek PIM HelpWorking with the Document Lifecycle ManagerHow to...