Manage Documents
Deltek PIM helps your project team to manage all project-related information, including documents, drawings, images, and other files. As a Teamwork user, you can view, download, markup, and organize documents for projects that you are a member of.
- Related Topics:
- Upload Files to a Project or Enquiry
As a project collaborator, you can upload documents and drawings to any projects and enquiries that you have been invited to collaborate on. - Search for Documents
You can search for project documents from the PIM Team Documents tab. A number of filter options are available to narrow down your results. - Preview a Document
You can preview certain project files, including emails, images, PDFs, and ZIP files. - Download Documents
You can download documents to your PC for offline viewing, printing, and sharing with colleagues. - View the Details of a Document
You can view additional information about a document, such as the modified and received dates, file size, status, scale, and source. You can also view and download available renditions and previous versions. - View and Add Markup to a Document
You can view the markup on a document, and add your own markup. - Manage Document Baskets
Use document baskets to organize and group related documents and emails so that you can quickly access them. For example, you might create a basket to store all drawings that concern your specific role. You can create multiple document baskets, depending on your requirements.
Parent Topic: How to...