Deltek PIM 23.0 Online Help

Table of Contents
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  • Deltek PIM Help
    • Using Online Help
      • Searching Online Help
      • Sending Feedback to Deltek About Any Help Topic
      • Online Help Home Page
    • What's New in PIM 23.0
    • Get Started with PIM
      • Set Up Two-Factor Authentication (2FA)
        • Set Up Two-Factor Authentication via PIM Web
        • Set Up Two-Factor Authentication via the PIM Mobile Working App
      • Main Areas of PIM
        • Landing Page Zone Overview
        • Project Accounting Zone Overview
        • Personal Zone Overview
        • Activity Zone Overview
        • Information Zone Overview
          • Classic View
          • Smart View
        • Admin Zone Overview
      • Customize Your Personal Zone
        • Add a Desktop to the Personal Zone
        • Rename a Desktop in the Personal Zone
        • Delete a Desktop from the Personal Zone
        • Add and Remove Dashparts in the Personal Zone
        • Dashpart Descriptions
          • Absence Dashpart
          • Actions Dashpart
          • Aged Debtors Dashpart
          • Approval Submissions Dashpart
          • Approvals Dashpart
          • Baskets Dashpart
          • Campaigns Dashpart
          • Contract Management Dashpart
          • Document Required by Dates Dashpart
          • Enquiries Dashpart
          • Favorites Dashpart
          • Hard Copy Scanner Dashpart
          • Internal Phone List Dashpart
          • Invoices To Be Issued Dashpart
          • Local File Management Dashpart
          • Milestones (Events) Dashpart
          • Outstanding T+M Lines
          • Overdue Timesheets Dashpart
          • PIM Team Portal Enquiries Dashpart Overview
          • PIM Team Portal Projects Dashpart Overview
          • Projects Dashpart
          • Quick Entity Search Dashpart
          • Recent Documents Dashpart
          • Resourcing Dashpart
          • Saved Searches Dashpart
          • Subscriptions Dashpart
          • Timesheets Dashpart
          • Unprocessed Issues Dashpart
    • System Administration
      • Absence
        • How to...
          • Configure Absence Management
            • Set Up Absence Management
              • Configure Absence Settings
              • Categories
                • Add a Category
                • Edit a Category
                • Delete a Category
              • Entitlement Sources
                • Add an Entitlement Source
                • Edit an Entitlement Source
                • Delete an Entitlement Source
              • Accrual Schemes
                • Add an Accrual Scheme
                • Add an Organization to an Accrual Scheme
                • Add a Contact to an Accrual Scheme
                • Edit an Accrual Scheme
                • Remove an Organization or Contact from an Accrual Scheme
                • Delete an Accrual Scheme
              • Compulsory Holidays
                • Add a Compulsory Holiday Scheme
                • Automatically Generate Public Holidays
                • Add a Holiday to a Compulsory Holiday Scheme
                • Delete a Compulsory Holiday
              • Notification Groups
                • Add a Notification Group
                • Edit a Notification Group
                • Delete a Notification Group
            • Manage Approval Routes
              • Edit the Approval Routes for an Organization
              • Edit the Approval Routes for a Contact
          • Manage Absence Entitlements
            • Manage Entitlements for Individual Contacts
              • View the Entitlements for a Contact
              • Add an Entitlement to a Contact
              • Edit an Entitlement for a Contact
              • Delete an Entitlement from a Contact
              • Add an Organization
              • Remove an Organization
            • Manage Entitlements for Multiple Contacts
              • Add an Entitlement to Multiple Contacts
              • Add Entitlement Based on an Existing Entitlement
              • Update an Entitlement for Multiple Contacts
              • Recalculate Absence Entitlements
              • Delete an Entitlement from Multiple Contacts
          • Report on Absence Entitlements
        • Fields and Options
          • Absence Configuration Screen
            • Display the Absence Configuration Screen
            • Contents of the Absence Configuration Screen
          • Definitions of Absence Category Fields
          • Definitions of Accrual Scheme Fields
          • Definitions of Entitlement Source Fields
          • Definitions of Notification Group Fields
        • Learn More About...
          • Provider Classes
      • Actions
        • How to...
          • Manage Outstanding Actions
            • Complete Actions
            • Reassign Actions
            • Abandon Actions
      • Approvals
        • How to...
          • Manage Delegated Approval Tickets
      • Document Management
        • How to...
          • Manage Document Pools
            • Create a Document Pool
            • Reorder Document Pools
            • Edit a Document Pool
            • Move a Document Pool
            • Delete a Document Pool
          • Manage Access to Document Pools
            • Manage DMS Security Definitions
              • Search for Security Definitions
              • Add a DMS Security Definition
                • Add an Employee Security Definition
                • Add an Entity Contact Security Definition
                • Add an Entity System Role Definition
                • Add a System Role Security Definition
              • Delete a DMS Security Definition
            • Add a Role to a Document Pool
            • Remove a Role from a Document Pool
          • Manage Document Filters
            • Create a Document Filter
            • Edit a Document Filter
            • Delete a Document Filter
            • Export the List of Document Filters to Excel
          • Manage Document Suggestions
            • Create a Document Suggestion
            • Edit a Document Suggestion
            • Delete a Document Suggestion
            • Export the List of Document Suggestions to Excel
          • Restore a Document
          • Force Check in a Document
          • Combine Duplicate Documents
          • Export and Remove Documents Linked to an Entity Record
          • Schedule the Removal of Documents from a Project
          • Configure Universal Document Control
            • Manage Unmanaged Document Sources
              • Add a Network Folder as an Unmanaged Source
              • Rename an Unmanaged Source
              • Delete an Unmanaged Source
            • Manage Access to Unmanaged Documents
              • Add a Role to Unmanaged Documents
              • Remove a Role from Unmanaged Documents
            • Map Network Folders to Projects
              • Map a Network Folder to a Project
              • Remap a Network Folder to Another Project
              • Unmap a Network Folder from a Project
          • Configure Teamwork Settings
            • Configure Teamwork Settings
            • Configure Allowed File Types
            • Configure Default Incoming Document Pools
        • Fields and Options
          • Document Pool Properties
          • Document Filter Properties
          • Document Suggestion Properties
        • Learn More About...
          • Document Export and Removal
          • Document Retention Policies
          • Document Pool Access Rights
          • Security Providers
          • Universal Document Control Project Matching
      • User Accounts and Security
        • How to...
          • Configure Two-Factor Authentication
            • Enable Two-Factor Authentication
          • Configure Single Sign-On with Azure Active Directory
            • Create an Azure AD Application
            • Configure PIM for Single Sign-On
          • Manage User Accounts
            • Create a User
            • Create a Test User
            • Assign a Role to a User
            • Assign Roles to Multiple Users
            • Edit a User
            • Remove a Role from a User
            • Reset a User's Password
            • Unlock a User
            • Manage Expired Teamwork Invites
            • Delete a User
          • Manage User Access Rights
            • Manage Access to Menu Items
            • Manage Access to Dashparts
            • Grant Access to Record Functions and Features
            • Manage Access to Record Field Sets
            • Manage Access to Project Milestones
              • Manage Contact Role Access to Project Milestone Functions
              • Manage User Role Access to Project Milestone Functions
          • Report on Users
            • Generate the Global Security Report
            • Generate the User License Report
            • Export the List of Users to Excel
        • Learn More About...
          • Considerations and Limitations of Azure Single Sign-On
      • Email Configuration
        • Configure Global Email Settings
        • Configure an Email Provider
          • Important Notes
          • SMTP Relay Mail Flow Provider
            • Preparation
            • Configure PIM to Use the SMTP Relay Mail Provider
          • Azure SMTP Client Mail Flow Provider
            • Preparation
            • Create an Azure AD Application
            • Configure PIM to Use the Azure SMTP Client Mail Provider
      • Deltek Unionpoint Integration
        • Create an API connection
    • Absence
      • How to...
        • Request Absence
          • Submit an Absence Request
          • Edit an Absence Request
          • Cancel an Absence Request
        • Approve Absence
          • Approve or Reject an Absence Request
          • Delegate an Absence Request
        • View Absences in your Company
          • View Your Absence and Entitlement
          • View Absence for Other People
    • Actions
      • How To...
        • View Actions
          • View Your Actions
          • View Actions for a Record
          • View Actions for a Document
        • Create Actions
          • Create an Action for a Record
          • Create an Action for a Document in Smart View
          • Create an Action for a Document in Classic View
        • Edit Actions
          • Edit an Action for a Record
          • Edit an Action for a Document
        • Complete an Action
        • Search for Actions
      • Fields and Options
        • Contents of the Action Add/Edit Screen
    • Campaigns
      • How To...
        • Create a Campaign
        • Add Contacts to a Campaign
        • Copy Contacts to a Campaign
        • Edit a Campaign
        • Manage Actions
          • Add an Action to a Campaign
          • Edit a Campaign Action
          • Complete a Campaign Action
        • Create Communications
          • Create a Mail Merge Letter
          • Send a HTML Email
          • Send a Basic Email
    • Communities
      • How To...
        • Create a General Community
        • Create a Project Community
        • Add Contacts to a General Community
        • Add Contacts to a Community Associated with a Project or Enquiry
        • Manage Permissions for a Community
        • Add Community Members to a Campaign
        • Share a Document Basket with a Community
        • Edit a General Community
        • Edit a Community Associated with a Project or Enquiry
        • Delete a General Community
        • Delete a Community Associated with a Project or Enquiry
    • Contacts
      • How to...
        • Add a Contact
        • Edit Contact Information
          • Edit the Details of a Contact
          • Update Contact Methods
            • Add a Contact Method
            • Edit a Contact Method
            • Delete a Contact Method
          • Update Contact Interests
            • Add an Interest
            • Edit an Interest
            • Delete an Interest
          • Add a Note to a Contact Record
        • Update HR Information
          • Edit HR Information
          • Add an Emergency Contact
          • Edit an Emergency Contact
        • Update Skills and Qualifications
          • Add a Skill or Qualification
          • Edit a Skill or Qualification
          • Delete a Skill or Qualification
        • Move a Contact to a Different Organization
        • Deactivate a Contact
        • Search for Contacts
          • Use the Quick Find to Search All Contacts
          • Use the Advanced Search to Find Internal Contacts
          • Use the Advanced Search to Find External Contacts
      • Fields and Options
        • Skill Record Dialog Box
          • Display the Skill Record Dialog Box
          • Contents of the Skill Record Dialog Box
      • Learn More About...
        • Managing Internal Contacts on Records
        • Managing External Contacts on Records
    • Contract Management
      • How to...
        • Contract Management Administration
          • Manage the General Contract Management Settings
          • Create a Contract Management Type Group
          • Manage Contract Types
            • Add a Contract Type
            • Deploy a Contract Type
            • Edit a Contract Type
            • Delete a Contract Type
        • Manage the Contract Management Settings for a Project
        • View Contract Items
          • View Your Contract Items by Status
          • View Your Contract Items by Project
        • Create a Contract Item for a Project
        • Clone a Contract Item for a Project
        • Resend Requests for a Contract Item
        • Review a Contract Item
        • Respond to Contract Items
          • Respond to a Contract Item
          • Add a Response on Behalf of Someone Else
          • Add Additional Recipients to a Contract Item
          • Delegate a Contract Item
        • Complete a Contract Item
        • Revert a Completed Contract Item
        • Report on Contract Items
          • Print a Contract Item
          • Create a Detailed Report for a Single Item Type
          • Create a Summary Report for Multiple Item Types
          • Create an Excel Report with a Data Connection
          • Use the Advanced Search to Find Exported Contract Management Data
      • Fields and Options
        • Manage Contract Settings Screen
          • Display the Manage Contract Settings Screen
          • Contents of the Manage Contract Management Settings Screen
        • Manage Contract Management Type Screen
          • Display the Contract Management Type Screen
          • Contents of the Manage Contract Management Type Screen
        • Contract Management Project Settings Screen
          • Display the Contract Management Project Settings Screen
          • Contents of the Contract Management Project Settings Screen
      • Learn More About
        • Contract Item Types
        • Contract Item Responses
        • Examples of Processing Contract Items
          • Example: Submittal
          • Example: Request for Information (RFI)
          • Example: Change Order (CO)
    • Design Management
      • How to...
        • Manage Document Sets
          • Create a Set Category
          • Create a Set
          • Edit a Set or Set Category
          • Delete a Set Category or Set
        • Document Numbering Schemes
          • Add a Numbering Scheme
          • Edit a Numbering Scheme
          • Delete a Numbering Scheme
        • View Document Placeholders
          • Search for Placeholders
          • Filter Placeholders
          • Group Placeholders
        • Manage Document Placeholders
          • Create a Placeholder
          • Clone a Placeholder
          • Edit a Placeholder
          • Revert a Placeholder
          • Delete a Placeholder
          • Add a Document Placeholder to a Basket
          • Share Documents in a Basket
            • Email Documents Wizard
        • Add Files to Placeholders
          • Add Files from your PC to Placeholders
          • Add Documents from the DMS to Placeholders
        • Review Drawings
          • Send Drawings for Review
          • Review a Document
        • Mark Up Documents
          • Add Markup to a Document
          • View Markup on a Document
          • View Markup on a Previous Version of a Document
        • Issue Documents
          • View Document Issues for a Project
          • Issue Documents from the DLM
          • Issue Documents from the DMS
          • Submit a Document Issue for Approval
          • Process a Document Issue
          • Clone a Document Issue
          • Create a Historical Document Issue
          • Edit a Document Issue
          • Resend a Document Issue
          • Download Documents from a Document Issue
          • Delete a Document Issue
        • Search for Drawings and Document Issues
          • Search for Drawings
          • Search for Document Issues
        • Report on Controlled Documents and Document Issues
          • Configure Reporting
            • Configure Document Issue Reporting
            • Configure DLM Reporting
          • Generate a Document Issue Report
          • Generate a Full Register Report
          • Manage Custom Register Reports
            • Create a Custom Register Report
            • Create a Custom Register Legacy Report
            • Generate a Custom Register Report
            • Edit a Custom Register Report
            • Delete a Custom Register Report
      • Fields and Options
        • Document Placeholder Properties
        • Document Scheme Facet Properties
        • Rendition Files Automatically Matched to Document Placeholders
        • New Document Placeholders from Files
    • Documents and Emails
      • How to...
        • Publish Emails
          • Send and Publish an Email
          • Publish Existing Emails to the Same Location
          • Publish Existing Emails to Different Locations
          • Synchronize your PIM Contacts with Outlook
        • Publish Documents
          • Publish Documents Using Local File Management
            • Add Files to Your Working Files Folder
              • Add Files to Your Working Files Folder via the Local File Management page
              • Add Files to Your Working Files Folder via Windows File Explorer
            • Publish Documents
            • Publish a Template
            • Check in a Document
            • Publish Snapshots of Documents
              • Publish Changes to a Document Already in PIM
              • Publish a Snapshot of an Unpublished Document
            • Check in Documents Using Express Check In
            • Check the File Publish Progress
            • Undo Document Checkouts
            • Remove Files from Your Working Files Folder
          • Publish Documents Using Working Files
            • Add a File to your Working Files Folder
            • Publish Documents in Internet Explorer
            • Publish Documents in Another Browser
          • Publish Documents Stored in Network Folders
            • Publish an Unmanaged Document
            • Publish a Snapshot of an Unmanaged Document
            • Publish Batches of Snapshots of Unmanaged Documents
          • Share Documents When You Publish Them
          • Upload Files as an External Contact
        • Create Documents
          • Create a Document From a Template
          • Clone a Document
        • Search for Documents
          • Modify Your Document Search Settings
          • Search for Documents in Classic View
            • Search for Documents by Text
              • Search for Documents
              • Search for Documents Using the Search Expression Builder
            • Filter by Document Pool
            • Filter by Suggestion
            • Filter by Your Published Documents
            • Apply Custom Filters
              • Apply a Custom Filter
              • Remove a Custom Filter
          • Search for Documents in Smart View
            • Search for Documents
            • Filter by Document Pool
            • Filter by Your Published Documents
            • Apply Custom Filters
              • Apply a Custom Filter
              • Remove a Custom Filter
          • Search for Published Emails from Outlook
          • Search for Unmanaged Documents
          • Search for Documents in the Mobile Working App
            • Search for Documents by Text
            • Filter by Document Pool
            • Apply Quick Filters
            • Apply Custom Filters
        • Preview Documents
          • Preview a Document in Smart View
          • Preview a Document in Classic View
        • View the Details of a Document
        • Edit Documents
          • Edit Documents in Classic View
            • Edit a Document
            • Check in a Document
            • Edit the Properties of a Document
            • Edit the Properties of Multiple Documents
          • Edit Documents in Smart View
            • Edit a Document
            • Check in a Document
            • Edit the Properties of a Document
            • Edit the Properties of Multiple Documents
          • Edit an Unmanaged Document
        • Manage Documents
          • Manage Documents in Classic View
            • Add a Document Rendition
            • Replace a Document
            • Send a Document to the Recycle Pool
            • Move Documents Between Records
          • Manage Documents in Smart View
            • Add a Document Rendition
            • Replace a Document
            • Send a Document to the Recycle Bin
            • Move Documents Between Records
        • Manage Images in Smart View
        • Manage Document Baskets
          • Manage Document Baskets in the Baskets Dashpart
            • Create a Document Basket
            • Add a Document to a Basket
            • Remove a Document from a Basket
            • Edit a Document Basket
            • Delete a Document Basket
          • Manage Document Baskets in Smart View
            • Add a Document to a Basket
            • Remove a Document from a Basket
            • Edit a Document Basket
            • Share a Document Basket
            • Share Documents in a Basket via Email
            • Zip a Document Basket
            • Delete a Document Basket
          • Search for Shared Baskets
        • Share Documents
          • Share a Document by Email
          • Share a Batch of Documents by Email
          • Share Document Download Links
          • Share Documents from a Basket
          • Issue Project Documents
        • Download Documents
          • Download a Document
          • Download a Batch of Documents
        • Subscribe to Document Pools
          • Subscribe to a Document Pool
          • Subscribe to Documents Linked to an Organization
          • Delete a Subscription
        • Manage Document Coding Schemes
          • Create a Document Coding Scheme
          • Link a Coding Scheme to a Document Pool
          • Edit a Document Coding Scheme
          • Delete a Document Coding Scheme
          • Unlink a Document Coding Scheme
      • Learn More About
        • Document Searching Tips
        • Publish Document Window
      • Fields and Options
        • Email Sharing Options
        • Document Coding Schemes
          • Coding Scheme Fragment Types
          • Coding Scheme Fragment Fields
    • Enquiries
      • How to...
        • Create Enquiries
          • Create an Enquiry
          • Add a Historical Enquiry
          • Add an Image to an Enquiry
        • Manage Enquiry Organizations
          • Add an Internal Organization to an Enquiry
          • Add an External Organization to an Enquiry
          • Copy External Organizations to an Enquiry
          • Edit the Role Details of an Organization on an Enquiry
          • Remove an Organization from an Enquiry
        • Manage Enquiry Contacts
          • Add an Internal Contact to an Enquiry
          • Copy Internal Contacts to an Enquiry
          • Add an External Contact to an Enquiry
          • Invite External Contacts to Participate on an Enquiry
          • Copy External Contacts to an Enquiry
          • Edit a Contact on an Enquiry
          • Remove a Contact from an Enquiry
          • Remove External Users from an Enquiry
        • Manage Incoming Documents
          • Configure Teamwork Settings for an Enquiry
          • Manage Incoming Team Documents
        • Find Enquiries
        • Edit an Enquiry
        • Add a Note to an Enquiry
        • Edit an Enquiry Code
        • Configure Enquiry Reporting
          • Configure Enquiry Report Logos
        • Delete an Enquiry
    • Opportunities
      • How to...
        • Create an Opportunity
        • Edit an Opportunity
        • Manage Organizations on an Opportunity
          • Add an Organization to an Opportunity
          • Copy Organizations to an Opportunity
          • Edit the Role of an Organization on an Opportunity
          • Remove an Organization from an Opportunity
        • Manage Contacts on an Opportunity
          • Add a Contact to an Opportunity
          • Invite External Contacts to Participate on an Opportunity
          • Copy Contacts from an Organization
          • Edit the Role of a Contact on an Opportunity
          • Remove a Contact from an Opportunity
          • Remove External Users from an Opportunity
        • Find Opportunities
    • Organizations
      • How to...
        • Search for Organizations
        • Add and Manage Internal Organizations
          • Add an Internal Organization
          • Edit an Internal Organization
        • Add and Manage External Organizations
          • Add an External Organization
          • Edit an External Organization
          • Create a Link to an External Organization
          • Create a Link to an External Contact
        • Add a Note to an Organization
        • Add an Insurance Policy to an Organization
        • Configure Reporting
          • Configure Organization Report Logos
    • Projects
      • How to...
        • Create Projects
          • Create a Project
          • Create a Project from an Enquiry
          • Add a Historical Project
          • Add an Image to a Project
        • Manage Project Organizations
          • Add an Internal Organization to a Project
          • Add an External Organization to a Project
          • Copy External Organizations to a Project
          • Edit the Role of an Organization on a Project
          • Remove an Organization from a Project
        • Manage Project Contacts
          • Add an Internal Contact to a Project
          • Add an External Contact to a Project
          • Invite External Contacts to Participate on a Project
          • Copy Contacts to a Project
            • Copy Internal Contacts to a Project
            • Copy External Contacts to a Project
            • Copy External Contacts to a Project
          • Edit a Contact on a Project
          • Remove a Contact from a Project
          • Remove External Users from a Project
          • View List of Project Contacts
        • Manage Project Milestones
          • Edit Project Milestones
          • Add Notes to a Project Milestone
          • Add Recipients to a Project Milestone
          • Add Another Instance of a Project Milestone
          • Complete a Project Milestone
        • Manage Incoming Documents
          • Configure Teamwork Settings for a Project
          • Review Incoming Team Documents
          • Supersede a Batch of Documents
        • Manage Defects
          • Prepare a Project for Defect Management
            • Allocate Work Packages
            • Manage Locations
              • Add a Location Group
              • Add a Location
              • Edit a Location Group
              • Edit a Location
              • Delete a Location Group
              • Delete a Location
            • Create a Datasheet or QR Code
          • Log Defects
            • Log a Client Defect
            • Log a Trade Defect
          • Progress Defects
            • Issue Defects
              • Issue Trade Defects
              • Issue Client Defects
            • Update Multiple Defects
            • Reallocate a Defect
            • Request a Reinspection of a Defect
            • Close a Defect
            • Reopen a Defect
            • Monitor Defects
          • Review and Report on Defects
            • Review Defect Management Progress
            • Generate a Defect Report for a Project
            • Create an Excel Report with a Data Connection for Defects
            • Create a Global Defect Report
        • Manage Observations
          • Log an Observation
          • Progress Observations
            • Issue Observations
            • Add a Comment to an Observation
            • Update Multiple Observations
            • Reallocate an Observation
            • Close an Observation
            • Reopen an Observation
            • Monitor Observations
          • Report on Observations
            • Generate an Observation Report for a Project
            • Create an Excel Report with a Data Connection for Observations
            • Create a Global Observation Report
        • Manage Risks
          • Log a Risk
          • View the Details of a Risk
          • Edit a Risk
          • Close a Risk
          • Report on Project Risks
        • Submit a Performance Rating
        • Find Projects
        • Edit a Project
        • Add a Note to a Project
        • Edit a Project Code
        • Configure Project Reporting
          • Configure Project Report Logos
        • Close a Project
        • Delete a Project
      • Learn More About
        • Smart Superseder
      • Fields and Options
        • Risk Details Form
          • Display the Risk Details Form
          • Contents of the Risk Details Form
    • Resourcing
      • Review Resource Plans
        • How to...
          • View a Resource Plan
          • Change Your Display Preferences
          • Change the Grouping on a Resource Plan
          • Change the Dates on a Resource Plan
          • View Detailed Resource Allocation Information
          • Expand or Collapse Rows on a Resource Plan
      • Project Level Resourcing
        • How to...
          • Add Additional Resources to a Project Plan
          • Copy Resources from Another Project Plan
          • Assign Work on a Project to a Resource
          • Modify or Remove Work Allocated to a Resource
          • Remove All Allocations from a Row
          • Remove All Allocations from a Work Stage
          • Reassign Work to Another Resource
          • View the Cost Effects on a Project
          • Move Work Stage Allocations
      • Contact Level Resourcing
        • How to...
          • Assign Resource Time to a Project
          • Modify or Remove an Allocation
          • Remove All Allocations from a Work Stage
      • Review Global Resourcing
        • How to...
          • View the Overall Resource Plan
          • Report on Planned Versus Actual Resource Cost by Contact
          • Report on Planned Versus Actual Resource Cost by Grade
          • Report on Actual Versus Forecast Time
          • Report on Staff Utilization
          • Report on Staff Availability
          • Report on Staff Required
    • Search
      • How To...
        • Search for Records by Title
        • Advanced Record Searching
          • Run an Advanced Record Search
          • Edit the Search Output
          • Export Search Results to Excel
          • Save a Search
          • Run a Saved Search
    • Subcontract Tendering
      • How To...
        • Create and Enable Work Packages
          • Create a Work Package Group
          • Add Work Packages
          • Enable a Work Package Group for Tendering
          • Enable a Work Package for Tendering
        • Link Tender Documents and Subcontractors to Work Packages
          • Link Tender Documents to Work Packages
            • Add Documents to a Work Package Group
            • Add Documents to a Work Package
          • Add a Subcontractor to a Work Package
        • Issue Work Packages for Tendering
          • Check Document Versions on Work Packages
          • Send an Invitation to Tender
        • Manage the Tendering Process
          • Add a Response from a Tenderer
          • Enter a Reconciled Quote for a Tenderer
          • Report on Tendering
            • Create a Summary Report
            • Create a Detailed Report
          • Contact Tenderers
          • Award a Work Package
        • Edit and Revise Work Packages
          • Edit the Details of a Work Package Group
          • Edit the Details of a Work Package
          • Remove a Work Package from a Work Package Group
          • Edit the Details of a Tenderer
          • Remove a Tenderer from a Work Package
          • Remove a Document from a Work Package
          • Re-enable a Work Package
          • Create a New Version of a Work Package
      • Fields and Options
        • Contents of the Workpackage for Tendering Form
    • Team Evaluation
      • How to...
        • Manage Team Evaluation Schemes
          • Configure Team Evaluation Settings
          • Create a Team Evaluation Scheme
            • Add a Star Rating Question to a Scheme
            • Add a Dropdown Question to a Scheme
          • Edit a Team Evaluation Scheme
          • Disable a Team Evaluation Scheme
          • Delete a Team Evaluation Scheme
        • Rate Entities
          • Submit Performance Ratings
        • Review Performance Ratings
          • Review Ratings Launched from a Single Entity
          • Review Ratings Across Multiple Entities
        • Edit a Performance Rating
        • Delete a Performance Rating
    • Timesheet and Expenses
      • How to...
        • Open a Timesheet
        • Enter Time Data
          • Enter Hours in a Timesheet
          • Copy a Row in the Same Timesheet
          • Copy Rows from Another Timesheet
          • Add a Note to a Row in a Timesheet
          • Add Your Linked Projects Into a Timesheet
          • Add Your Current Resourced Projects Into a Timesheet
        • Enter Expense Data
          • Add an Expense Item
          • Manage Expense Receipts
            • Attach Expense Receipts to a Timesheet
            • Link Receipts to Expense Lines
            • Replace an Expense Receipt
            • Unlink an Expense Receipt
          • Clear All Expense Lines From a Timesheet
        • Submit a Timesheet
        • Approve Timesheets
          • Approve a Timesheet
          • Reassign a Timesheet
          • Reject a Timesheet
      • Fields and Options
        • Expense Item Properties
        • Toolbar for the Timesheet Form
    • PIM Email Management Users
      • How to...
        • Publish Emails to PIM
          • Send and Publish an Email
          • Publish Existing Emails to the Same Location
          • Publish Existing Emails to Different Locations
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    Skill Record Dialog Box

    Use the Skill Record dialog box to add or modify skills and qualifications in a contact record.

      Related Topics:
    • Display the Skill Record Dialog Box
      You display the Skill Record dialog box when you add or edit a skill in a contact record.
    • Contents of the Skill Record Dialog Box
      Use the fields to add or modify a skill or qualification.
    Parent Topic: Fields and Options
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    Skill Record Dialog Box
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