Deltek PIM 23.0 Online Help

Create a Datasheet or QR Code

You can create datasheets and QR code reports to place in physical site locations. Users can then scan the QR codes using the PIM Mobile Working app when on site to easily add defects against those locations.

To create a datasheet or QR code:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
  2. Click either the Snagging or Punch Lists tab, depending on your territory.
    If the Snagging or Punch Lists tab is not visible on the header band, click more to display additional menu items.
  3. On the toolbar, click Generate Datasheet/QR.
  4. On the Generate Datasheet/QR window, use the Report Type list to select one of the following report options:
    • Room Datasheet. This report includes a QR code, contact details of the project and site manager, and a field to enter any notes.
    • QR. This report includes a QR code only.
  5. If you selected the Room Datasheet report type, do the following:
    1. In the Project Manager field, enter the name of the project manager. As you type, a list of matching contacts displays, and you can click a contact to select them.
    2. In the Site Manager field, enter the name of the site manager. As you type, a list of matching contacts displays, and you can click a contact to select them.
  6. To generate the report, do either of the following:
    • To generate a report that includes all project locations, click Generate All.
    • To generate a report with selected locations, expand the location group in the Select Locations to Print section and select the check box of each location that you want to include. Then, click Generate Selected to generate the report.
  7. On the Save As dialog, choose a location to save the report to and click Save.