How to... Complete the step-by-step instructions for the tasks that you perform as an external contact. Related Topics:Log In to PIM the First Time When you are invited to collaborate on a project, you receive an email invitation with a link to log in to PIM Teamwork. If you have not accessed PIM before, your username and temporary password are included in the email. You are required to change the temporary password when you first log in. Access a Project or Enquiry You can access all projects and enquiries that you have been invited to collaborate on via the Deltek PIM Team Portal. 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: PIM Teamwork HomeDeltek PIM HelpPIM TeamworkHow to...
How to... Complete the step-by-step instructions for the tasks that you perform as an external contact. Related Topics:Log In to PIM the First Time When you are invited to collaborate on a project, you receive an email invitation with a link to log in to PIM Teamwork. If you have not accessed PIM before, your username and temporary password are included in the email. You are required to change the temporary password when you first log in. Access a Project or Enquiry You can access all projects and enquiries that you have been invited to collaborate on via the Deltek PIM Team Portal. 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: PIM Teamwork HomeDeltek PIM HelpPIM TeamworkHow to...