How to... Review step-by-step instructions for the tasks that you perform when working with enquiries. Related Topics:Create Enquiries You can create a new enquiry for a prospective project. You can also add historical enquiries that have not yet been recorded in PIM. Manage Enquiry Organizations You can plan ahead and add the organizations that will work on a project if the project is approved. These can be internal organizations, and external organizations, such as the client's organization, and the organizations of any subcontractors. When you link an organization with an enquiry, you can then add contacts from those organizations to the enquiry. For each organization, you can assign a role on the project. Manage Enquiry Contacts When you create an enquiry for a prospective project, you can plan ahead and add both internal and external people who you think will work on the project. Manage Incoming Documents PIM Teamwork enables you to invite external contacts to access and upload drawings and documents to enquiries. For each enquiry, 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. Find Enquiries There are a number of methods you can use to find enquiries. Edit an Enquiry You edit an enquiry to modify its details, key dates, address details, and classifications. Add a Note to an Enquiry You can add notes to an enquiry to provide supporting information. Edit an Enquiry Code You can edit an enquiry code if you are a system administrator. You must enter a unique code that is not assigned to any other enquiry. Configure Enquiry Reporting You can configure the logo images that display on reports that users generate against an enquiry. You can set individual report logos for each module type, including DLM and observation reports. You can also set a general enquiry report logo, and this will be used in the absence of a logo for a particular module report type. Delete an Enquiry If you are a system administrator, you can delete an enquiry if it is no longer valid. You cannot delete an enquiry if it has associated documents, actions, or financial information - you must first dissociate or remove these items. You also cannot delete an enquiry if it has one or more child enquiries linked to it. In this case, you must either delete the child enquiries, or link them to other enquiries. Parent Topic: Enquiries HomeDeltek PIM HelpEnquiriesHow to...
How to... Review step-by-step instructions for the tasks that you perform when working with enquiries. Related Topics:Create Enquiries You can create a new enquiry for a prospective project. You can also add historical enquiries that have not yet been recorded in PIM. Manage Enquiry Organizations You can plan ahead and add the organizations that will work on a project if the project is approved. These can be internal organizations, and external organizations, such as the client's organization, and the organizations of any subcontractors. When you link an organization with an enquiry, you can then add contacts from those organizations to the enquiry. For each organization, you can assign a role on the project. Manage Enquiry Contacts When you create an enquiry for a prospective project, you can plan ahead and add both internal and external people who you think will work on the project. Manage Incoming Documents PIM Teamwork enables you to invite external contacts to access and upload drawings and documents to enquiries. For each enquiry, 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. Find Enquiries There are a number of methods you can use to find enquiries. Edit an Enquiry You edit an enquiry to modify its details, key dates, address details, and classifications. Add a Note to an Enquiry You can add notes to an enquiry to provide supporting information. Edit an Enquiry Code You can edit an enquiry code if you are a system administrator. You must enter a unique code that is not assigned to any other enquiry. Configure Enquiry Reporting You can configure the logo images that display on reports that users generate against an enquiry. You can set individual report logos for each module type, including DLM and observation reports. You can also set a general enquiry report logo, and this will be used in the absence of a logo for a particular module report type. Delete an Enquiry If you are a system administrator, you can delete an enquiry if it is no longer valid. You cannot delete an enquiry if it has associated documents, actions, or financial information - you must first dissociate or remove these items. You also cannot delete an enquiry if it has one or more child enquiries linked to it. In this case, you must either delete the child enquiries, or link them to other enquiries. Parent Topic: Enquiries HomeDeltek PIM HelpEnquiriesHow to...