Deltek PIM Help
The Deltek PIM help system provides help for each application area. You launch the help system from the help links within the interface.
Each section of the help contains the help topics for each area of functionality, such as projects, document management, contract management, and so on.
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. |
PIM Email Management Users
If you only use PIM as an email management solution, for example if you are an integrated Deltek ERP client, please refer to the PIM Email Management Users section in this help. This section provides information for only the features that are available to you.
External Users
If you are an external user that has been invited to collaborate on a project, please refer to the PIM Teamwork section. This section provides information for only the features that are available to you.
- Related Topics:
- 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. - What's New in PIM 23.0
Find out what's new in PIM. - Get Started with PIM
Learn about the main areas of PIM, how to set up 2FA, 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. - Absence
Employees take paid or unpaid time off work for a variety of reasons, such as vacation, public holidays, illness, maternity and paternity leave, and training. Maintaining accurate records of employee absences is essential for human resource management and project planning. - 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. - 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. - Communities
Communities are groups of contacts that can be used for marketing campaigns and sharing document baskets with. You can create general communities, and communities associated with projects and enquiries. Communities can include both internal and external contacts. - Contacts
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 organizations, and contacts from external organizations, such as subcontractors and consultants. - Contract Management
Contract management is the process of recording and monitoring the exchange of contractual information between the different parties working on projects. This includes requests for information (RFIs), instructions, valuations, variations, early warning notifications, and other formal contractual communications and records. - Design Management
Design management is a critical process integral to the success of any project, involving the strategic planning, effective organization, and controlled issuance of essential documents. These documents, ranging from drawings to reports, specifications, and schedules, play a pivotal role in shaping and guiding project outcomes. - Documents and Emails
Deltek PIM provides a document management system for managing your organization's important information in one place. - 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. - 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. - 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. - Projects
Deltek PIM provides a central place to manage every aspect of a project, including emails, documents, contracts, finances, organizations, contacts, and so on. - Resourcing
Resource planning and management is a critical part of project success. PIM provides project managers with the tools they need to ensure that they have the right resources in place to complete their projects on time and within budget. - Search
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. - Subcontract Tendering
PIM can help you streamline the subcontract tendering process by automating document creation, distributing drawings and specifications to your supply chain, and capturing tender responses. - Team Evaluation
Team Evaluation is a tool that can be used to measure the performance of all aspects of your internal and external project team. This can help you to ensure that projects are delivered on time and within budget. - Timesheet and Expenses
Use timesheets to record hours that you worked, overheard hours, and incurred expenses. - PIM Email Management Users
This section of the help provides information for users of the PIM email management solution only, such as Deltek integrated ERP users. Th email-only solution provides limited features, and is solely designed for managing emails and document attachments. - PIM Teamwork
If you are an external contact, you may get invited to collaborate on projects and enquiries through the PIM Teamwork portal. This portal provides you with a secure and convenient way to access project information, collaborate on documents, and view and action tasks that are assigned to you.