Deltek PIM 23.0 Online Help

Create a Document Pool

You create a document pool for authorized users to publish related documents to. When you create a child document pool, it inherits the access rights of its parent pool.

To create a document pool:

  1. On the header bar, click Admin.
  2. In the Search Admin Zones field at the top, enter DMS Pool Management.
  3. Click the DMS Pool Management link that displays.
  4. Do one of the following:
    • To create a top-level document pool, click PIM Managed Documents at the top of the list of pools to select it.
    • To create a child document pool, click the document pool that you want to create a child pool under to select it.
      Note: You cannot create a child pool under document pools that already have documents linked to them.
  5. In the Pool List pane on the right, click Add New Pool.
  6. In the Pool Name field, enter a name for the document pool.
  7. Specify any additional properties for the document pool. For information, see Document Pool Properties.
  8. Click Save.

When you create a child document pool, it inherits the access rights from the parent document pool. If required, you can assign different access rights to a child document pool. For information, see Manage Access to Document Pools.