Deltek PIM Help
The Deltek PIM help system provides help for all application areas. You launch the help system from the help link within the interface.
Each section of the help contains the help topics for each area of functionality, such as projects, document management, campaigns.
The help system provides the following types of topics:
Topic Type | Purpose |
---|---|
Procedures | Procedure topics provide step-by-step instructions for completing tasks. |
Field Descriptions | At the form and dialog box level, reference topics contain tables of field descriptions. These topics describe data entry requirements for each field and the effects of each option. |
Concepts | Concept topics explain the underlying concepts that drive various business processes. |
Overviews | Overview topics introduce a feature, or process. |
Attention: The
Deltek PIM online help is currently work in progress. This means that some product areas do not currently have any help, and some help links within the product do not link to a corresponding help topic. We are working hard to provide full coverage of all areas and features within the
PIM product, and we encourage you to check back regularly for any updates. If you require help that is not covered by the online help, please contact
Deltek Customer Care.
- Related Topics:
- Get Started with PIM
Learn about the main areas of PIM, and how to customize your Personal Zone. - System Administration
As a Deltek PIM system administrator, you are responsible for managing users, configuring security access rights, and managing the Document Management System. - Managing Organizations
Projects usually involve the participation of people across multiple organizations, including people from your own organization, and people from external organizations, such as clients and contractors. - Managing Contact Records
Contacts can be linked to a number of record types, such as projects, enquiries, campaigns, opportunities, and so on. You can add internal contacts from your own organization, and external contacts from other organizations. - Working with Opportunities
Opportunities allow you to prepare for potential projects. An opportunity might arise from a sales lead, or from an existing project that your organization is working on. When you create an opportunity, you assign the organizations and people that will be involved with the final project. If the project is agreed, you can then copy the organizations and contacts over to the project. - Working with Enquiries
When a prospective client requests a quote for a new project, you can create an enquiry to plan for the project. Enquiries are similar to projects, in that you can add organizations and contacts, and link other project-based information. When a project is agreed, you can convert an enquiry to a working project. - Working with Projects
Deltek PIM provides a central place to manage all project information, such as emails and documents, contracts, financial accounting, organizations and contacts, and so on. - Working with Documents and Emails
Deltek PIM provides a document management system for managing your organization's important information in one place. - Working with the Document Lifecycle Manager
The Document Lifecycle Manager (DLM) is used to plan, manage, and issue controlled documents for a project, including drawings, reports, specifications, and schedules. - Managing Contractual Information
Contract management records and monitors the exchange of contractual information between the different parties working on projects. This includes RFIs, instructions, valuations, variations, early warning notifications, and other formal contractual communications and records. - Working with Actions
You can create actions against records and documents to manage future tasks and events. You can also log historical tasks and events that have already been completed. - Working with Campaigns
Campaigns help you to manage communication with your clients and external contacts, such as marketing events, corporate days, or any form of external communication. - Searching for Records
Use the advanced search to find records that match one or more search criteria. You can sort and group search results, and export the data to Excel. You can also save searches so that you can quickly run them in future sessions. Alternatively, if you know the title of a record, you can use the quick search feature for a particular record type. - Using Online Help
Launch the help by clicking in the upper right corner of any screen in the application and then selecting the online help.