How to... Complete the step-by-step instructions for the tasks that you perform when working with projects. Related Topics:Creating Projects Projects are used to manage every aspect of a construction project, from its early development, through to project completion. Managing Organizations on a Project When you create a project, you must add and define the roles of all organizations that will be involved with it. This includes internal organizations, such as your own, and external organizations, such as the client's organization, and the organizations of any subcontractors. Managing Contacts on a Project Every project that you run involves a number of people. These can be internal people from your own organization, such as project managers, stakeholders, and contract managers, and people from external organizations, such as contractors, surveyors, and so on. Managing Project Milestones Milestones are events that are used to track specific phases along a project timeline. For each project, you define the event stages of the project within the Classifications section in the General tab of a project. These event stages determine which milestones are applicable to the project and available within the project's Milestones tab. Find Projects There are a number of methods you can use to find projects. Edit a Project You edit a project to modify its details, key dates, site details, and classifications. For example, during the term of a project, you may be required to update a project's status and key dates. Add a Note to a Project You can add notes to a project to provide supporting information. Edit a Project Code You can edit a project code if you are a system administrator. You must enter a unique code that is not assigned to any other project. Delete a Project If you are a system administrator, you can delete a project if it is no longer valid. You cannot delete a project if it has associated documents, actions, or financial information - you must first reassociate or remove these items. You also cannot delete a project if it has one or more child projects linked to it. In this case, you must either delete the child projects, or link them to other projects. Parent Topic: Working with Projects HomeDeltek PIM HelpWorking with ProjectsHow to...
How to... Complete the step-by-step instructions for the tasks that you perform when working with projects. Related Topics:Creating Projects Projects are used to manage every aspect of a construction project, from its early development, through to project completion. Managing Organizations on a Project When you create a project, you must add and define the roles of all organizations that will be involved with it. This includes internal organizations, such as your own, and external organizations, such as the client's organization, and the organizations of any subcontractors. Managing Contacts on a Project Every project that you run involves a number of people. These can be internal people from your own organization, such as project managers, stakeholders, and contract managers, and people from external organizations, such as contractors, surveyors, and so on. Managing Project Milestones Milestones are events that are used to track specific phases along a project timeline. For each project, you define the event stages of the project within the Classifications section in the General tab of a project. These event stages determine which milestones are applicable to the project and available within the project's Milestones tab. Find Projects There are a number of methods you can use to find projects. Edit a Project You edit a project to modify its details, key dates, site details, and classifications. For example, during the term of a project, you may be required to update a project's status and key dates. Add a Note to a Project You can add notes to a project to provide supporting information. Edit a Project Code You can edit a project code if you are a system administrator. You must enter a unique code that is not assigned to any other project. Delete a Project If you are a system administrator, you can delete a project if it is no longer valid. You cannot delete a project if it has associated documents, actions, or financial information - you must first reassociate or remove these items. You also cannot delete a project if it has one or more child projects linked to it. In this case, you must either delete the child projects, or link them to other projects. Parent Topic: Working with Projects HomeDeltek PIM HelpWorking with ProjectsHow to...