How To... Review step-by-step instructions for tasks that you perform when working with actions. Related Topics:View Actions You can view actions for organizations, contacts, projects, enquiries, and documents. You can also view your own actions through the Actions dashpart in the Personal Zone. Create Actions You can create actions against contacts, projects, enquiries, organizations, and documents. Edit Actions You can edit actions for records and documents if you are the owner of an action, or if you have edit rights. Complete an Action When you complete an action, you must enter completion notes in the action record to sign it off. Search for Actions Use the advanced Search Actions feature to search for actions linked to records across your organization. Parent Topic: Actions HomeDeltek PIM HelpActionsHow To...
How To... Review step-by-step instructions for tasks that you perform when working with actions. Related Topics:View Actions You can view actions for organizations, contacts, projects, enquiries, and documents. You can also view your own actions through the Actions dashpart in the Personal Zone. Create Actions You can create actions against contacts, projects, enquiries, organizations, and documents. Edit Actions You can edit actions for records and documents if you are the owner of an action, or if you have edit rights. Complete an Action When you complete an action, you must enter completion notes in the action record to sign it off. Search for Actions Use the advanced Search Actions feature to search for actions linked to records across your organization. Parent Topic: Actions HomeDeltek PIM HelpActionsHow To...