How to... Complete the step-by-step instructions for the tasks that you perform when working with projects. Related Topics:Create Projects Projects are used to manage every aspect of a construction project, from its early development, through to project completion. Manage Project Organizations 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. Manage Project Contacts 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. Manage 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, and these event stages determine which milestones are applicable to a project. Manage Incoming Documents PIM Teamwork enables you to invite external contacts to access and upload drawings and documents to projects. For each project, you can configure the incoming document pools for individual contact roles, review all incoming files, and supersede batches of documents using the Smart Superseder feature. Manage Defects Deltek PIM provides a defect management workflow to help you manage any aspects of work that fail to meet the required design, workmanship, or material quality, in accordance with the contract. This process usually takes place towards the end of a project, when an area is considered complete by a contractor. Manage Observations Observations are used to report any issues with an ongoing project, such as personnel, plant, security, site, and design issues. Manage Risks Risk management is the process of identifying and recording internal or external events that may cause a project to fail to meet one or more of its objectives. As a project manager, you can record potential risks to your projects in a risk register so that you can proactively manage those risks and increase the chances of successfully delivering your projects. Submit a Performance Rating To assist with the monitoring of a project's performance, you can submit ratings for entities linked to a project, such as contacts and organizations. 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. Configure Project Reporting You can configure the logo images that appear on reports generated against a project. You can set individual report logos for each module type, such as DCS, DLM, observations, defects, and Teamwork reports. If you do not set a logo for a specific module type, the general project logo will be used. Close a Project When construction work is completed and all objectives met, including final inspections, client sign-off, documentation, and financial closure, you set the project status to Closed. 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 dissociate 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: Projects HomeDeltek PIM HelpProjectsHow to...
How to... Complete the step-by-step instructions for the tasks that you perform when working with projects. Related Topics:Create Projects Projects are used to manage every aspect of a construction project, from its early development, through to project completion. Manage Project Organizations 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. Manage Project Contacts 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. Manage 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, and these event stages determine which milestones are applicable to a project. Manage Incoming Documents PIM Teamwork enables you to invite external contacts to access and upload drawings and documents to projects. For each project, you can configure the incoming document pools for individual contact roles, review all incoming files, and supersede batches of documents using the Smart Superseder feature. Manage Defects Deltek PIM provides a defect management workflow to help you manage any aspects of work that fail to meet the required design, workmanship, or material quality, in accordance with the contract. This process usually takes place towards the end of a project, when an area is considered complete by a contractor. Manage Observations Observations are used to report any issues with an ongoing project, such as personnel, plant, security, site, and design issues. Manage Risks Risk management is the process of identifying and recording internal or external events that may cause a project to fail to meet one or more of its objectives. As a project manager, you can record potential risks to your projects in a risk register so that you can proactively manage those risks and increase the chances of successfully delivering your projects. Submit a Performance Rating To assist with the monitoring of a project's performance, you can submit ratings for entities linked to a project, such as contacts and organizations. 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. Configure Project Reporting You can configure the logo images that appear on reports generated against a project. You can set individual report logos for each module type, such as DCS, DLM, observations, defects, and Teamwork reports. If you do not set a logo for a specific module type, the general project logo will be used. Close a Project When construction work is completed and all objectives met, including final inspections, client sign-off, documentation, and financial closure, you set the project status to Closed. 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 dissociate 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: Projects HomeDeltek PIM HelpProjectsHow to...