Project Information Management

Course Catalog

Asset Name Description Roles DLZ Subscription
PIM Sub Contractor Tendering - Functional Reference Guide Duration: 20m Read

Learn how to use the Sub Contractor Tendering module (SCT) within Deltek PIM.

Topics covered:
Add a Workpackage
Linking Documents and Recipients
Sending Tenders
Revise a Workpackage
Managing the Tender Process
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Email Management Quick Start Series: Fundamentals (v2017.7 onwards) - Clickguide Duration: 10m Read

Learn how to utilize the features and functionalities within Deltek PIM Email Management. 

Topics covered:
PIM Zones
Personal Zone
Activity Zone
Records
  • System Administrator
  • End User
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
PIM DLM Revit & AutoCAD Integrations v20.0 - Self-Paced Learning Duration: 20m

Learn how to integrate Revit and AutoCAD to link documents into Deltek PIM. You will be able to add information from Revit into PIM, along with creating PDF/DWG renditions and assign those renditions into the Document Lifecycle Manager from Revit. 

Topics covered:
AutoCAD DLM Integration - 5m16s 
Revit Basic Features - 7m34s 
Revit Advanced Features - 5m14s 
  • Super User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Quantity Surveyor
  • Site Manager
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Fundamentals Supersede & Reinstate a Contact - Infographic This covers how to supersede (archive) a contact record when that person has left the organisation. If they return then you can reinstate them at any time.

[Keywords and Related Topics: 2016, 2017, pim, union square, workspace, fundamentals, contact, organisation, left on, add external contact wizard]
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Document Management Series: How to Search for Emails in the DMS (v2017) - Infographic This covers the most effective route to finding published Emails quickly and using the Document Management System. Duration: Self-Paced. This is part of the PIM Document Management Series. Prerequisites: PIM Fundamentals (v2016) or (v2017).

[Keywords and Related Topics: 2016, 2017, print out, cheat sheet, quick reference, union square, workspace, dms, document management system, working files, how to find emails, information zone, search emails]
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Campaigns HTML Templates Tips (v2017) - Infographic Duration: 5m read 

Learn how to manage Period End within your Deltek Maconomy Power Launch system including closing the year, progress evaluation and WIP evaluations. 

Topics covered:
Finding Campaigns
Sending a Campaign
Using HTML Templates
Campaign recipients 
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Time and Expense Administration - Functional Reference Guide Duration: 10m Read 

Learn about the Administrative options for Time and Expense within PIM.

Topics covered:
Timesheet Administration
Timesheet User Setup
Timesheet Period Administration
Transaction Utility and Re-Rate Lines
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Milestones - Functional Reference Guide Duration: 10m Read 

Learn about Milestones feature within Deltek PIM.

Topics covered:
Populating Milestones
Completing Milestones
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Project Accounting - Functional Reference Guide Duration: 1h Read 

Learn about the Project Accounting feature within Deltek PIM, including Invoicing, Purchasing, Project setup and more.

Topics covered:
Project Finance Lifecycle
Backend Financial Processes
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Document Lifecycle Manager - Functional Reference Guide Duration: 45m Read

Learn about the Document Lifecycle Manager (DLM) feature and functionality within Deltek PIM.

Topics covered:
Add Internal Documents and Drawings
Receive External Documents and Drawings
Editing and Deleting Placeholders
Issue Documents and Drawings
Register and Reports
Approval Management
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Document Management (v2017) - Self-Paced Learning Duration: 1h

Learn how to use the Document Management System, from finding documents, publishing and editing documents and emails. 

Topics covered: 
Document Management useful terminology - 1m read 
Navigating the DMS - 2m29s 
View Document Details pane - 3m13s 
Search Document Pools - 1m57s 
Search Suggestions - 2m10s 
Text Searching and the Search Builder  - 3m44s 
Change DMS views - 2m12s 
View Documents and editing document properties - 4m26s 
Using Working Files, saving a new document and adding an existing document via Working Files - 6m57s 
Publishing multiple documents and bulk editing documents - 10m24s
Publishing large files - 1m22s 
Creating documents from template - 4m10s 
Edit, clone and replace a document - 8m49s 
Sending documents to the recycle pool - 1m52s 
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Template Set up (v2017) - Self-Paced Learning Duration: 15m 

Learn how to set up templates in MS Word to be saved into the Document Management System. 

Topics covered:
DocX Template Set up Preperation - 2m53s 
Create a DocX Template - 5m11s 
Publish and Test your DocX Template - 5m32s 
Turning on the Developer Tab in MS Word - 1m read 
Adding the Repeat Tag to a DocX Template - 1m read

Additional Resources: 
Sample DocX Template with Repeat Tag 
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Document Management (v19.0 onwards) - Self-Paced Learning Duration: 1h 

Learn how to use the Document Management System, from finding documents, publishing and editing documents and emails. 

Topics covered:
Document Management useful terminology - 1m read 
Navigating the DMS - 2m29s 
View Document Details pane - 3m13s 
Search Document Pools - 1m57s 
Search Suggestions - 2m10s 
Text Searching and the Search Builder  - 3m44s 
Change DMS views - 2m12s 
View Documents and editing document properties - 4m26s 
Using Working Files, saving a new document and adding an existing document via Working Files - 6m57s 
Publishing multiple documents and bulk editing documents - 10m24s
Publishing large files - 1m22s 
Creating documents from template - 4m10s 
Edit, clone and replace a document - 8m49s 
Sending documents to the recycle pool - 1m52s 
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Outlook Add In - Functional Reference Guide Duration: 30m Read

Learn how to use the Outlook Add-In functionality for use with Deltek PIM.

Topics covered:
Sending Emails
Publishing Emails
Outlook Management
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Absence - Functional Reference Guide Duration: 20m Read 

Learn how to use the Absence Module within Deltek PIM.

Topics covered:
Introduction to Absence
Entitlement
Process Absence Requests
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Absence Administration - Functional Reference Guide Duration: 10m Read 

Learn how to configure Absence within Deltek PIM.

Topics covered:
Absence Administration Set-up
Absence Entitlement Administration
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Time and Expense - Functional Reference Guide Duration: 20m Read

Learn about the Timesheet and Expenses module within Deltek PIM.

Topics covered:
Timesheets
Expenses
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Absence Administration v20.0 - Self-Paced Learning Duration: 15m

Learn how to administer Absence for Deltek PIM. 

Topics covered:
Configuring Working Week Schemes - 2m01s 
Setting Up Absence Entitlement for a New Employee - 1m32s 
Create Base Entitlement for the Following Year - 1m56s 
Carry Over Entitlement to Next Year - 1m19s 
Set Up Public Holidays - 2m43s 
Review Questions - 2m 
  • HR Specialist
  • Super User
  • System Administrator
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • DLZ Standard
  • DLZ Enhanced
Deltek PIM Online Help Duration: 2h Read   

The Deltek PIM help system provides help for all application areas. You launch the help system from the help link within the interface. Each section of the help contains the help topics for each area of functionality, such as projects, document management, campaigns.

The help system provides the following types of topics:
Procedures
Field Descriptions
Concepts 
Overviews
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Time and Expense (v2017 onwards) - Self-Paced Learning Duration: 45m 

Learn how to use the Timesheet Dashpart, add time and expenses to your timesheet in pim and make the most of the PIM Mobile Timesheet apps. 

Topics covered:
Timesheet Dashpart Overview - 3m16s 
Add Time - 4m31s 
Optional Add Time Tools - 2m25s 
Enter Expenses - 2m08s 
Linking Electronic Receipts - 2m03s 
Mobile Timesheets and Expenses for iOS - 11m33s 
Mobile Timesheets and Expenses for Android - 19m24s 
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM How to Use the Bulk Edit Features in the DMS (v19.1) - Infographic Use this guide to learn how to use the Baskets functionality to edit properties and document pool locations of multiple documents within the DMS.

[Keywords and Related Searches - 2016, 2017, 2019, 19, 2020, 20, Bulk Edit, Basket, cheat sheet, quick reference, union square, usq, workspace, Document Management, Information Zone, Documents tab]
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Search PIM Emails in Outlook (v2016 & 2017) - Infographic Duration: 5m read 

Learn how to effectively search for Emails within Outlook.

Topics covered:
Linking to a record
Finding Emails
Filtering
Text Searching
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Outlook Add In (v2017) - Self-Paced Learning Duration: 30m 

Learn how to use the Outlook Add-In to save Emails (both sent and received) into PIM. 

Topics covered:
Send an email without Publishing - 58s 
Send an Email & Publish - 3m44s 
Send an Email with Attachments & Publish - 5m14s 
Publish Received Emails without Attachments - 5m14s 
Publish Received Emails with Attachments - 1m41s 
Working Offline - 3m12s 
Search for Published Emails in outlook - 6m59s 
Search for PIM Emails in Outlook - 1m Read
Sync Contacts with Outlook - 1m Read
Setup & Publish Mobile Emails - 1m Read 
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Document Management System: Smart View v20.0 - Self-Paced Learning Duration: 15m 

Learn how to use the Document Management System Smart View Features. 

Topics covered:
Smart View Information - 5m 
Using and Navigating the DMS Smart View - 3m09s
Sharing Documents - 2m15s 
Bulk Edit and Using Baskets - 1m30s 
Checkout and Publish Documents - 2m8s 
Review Questions - 2m 
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Baskets - Functional Reference Guide Duration: 30m Read

Learn how to use the baskets feature within Deltek PIM.

Topics covered:
What are Baskets
Baskets in Standard DMS
Baskets in SMART DMS
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Subscriptions - Functional Reference Guide Duration: 20m Read 

Learn about the Document and Document Pool Subscriptions feature within Deltek PIM.

Topics covered:
What are Subscriptions
Types of Document Subscriptions
Subscriptions Dashpart
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Actions - Functional Reference Guide Duration: 30m Read 

Learn about the Actions feature within Deltek PIM.

Topics covered:
What are Actions
Actions tab on Entity Records
Actions Dashpart
Actions for Documents
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Finance Series: Invoice Approvals - Infographic You can use this guide to learn how to configure Invoice Approvals within your Deltek PIM System from creating the approval route, stage and team to applying the approval routes.

[Keywords and Related Searches - print out, cheat sheet, quick reference, admin, project accounting, finance, timesheet, invoicing, credit, project, accounting, pa]
  • HR Specialist
  • Super User
  • System Administrator
  • Project Manager
  • Finance/Accounting Administrator
  • DLZ Enhanced
PIM Outlook Add-In Smart Publishing v20.0 - Self-Paced Learning Duration: 10m

Learn how to use the Outlook Add-In Smart Publishing features. 

Topics covered:
Smart Publishing - 2m8s 
Smart Publishing with Attachments - 1m23s  
Smart Publishing using Multiple Locations - 1m14s   
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Submittals - Functional Reference Guide Duration: 5m Read 

Learn about the Submittal Review Process in Deltek PIM for North America.

Topics covered:
Submittal Creation Form
Submittal Landing Page
Notifications
Completion Responses
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
PIM Integration Content - Portal Duration: 2h 

If you are a Deltek Vantagepoint, Ajera, or Vision client and have an integration with Deltek PIM, this content will give you the baseline knowledge to help you get started.

Topics covered:
Fundamentals
Working with Projects and Enquiries
Document Management System (DMS)
Outlook Add-In
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Document Management Series: How to Check in a Document to the DMS using Smart View - Infographic This covers the most effective route to finding published documents quickly and easily in the Document Management System using Smart View. This is part of the PIM Document Management Series. Prerequisite: PIM Fundamentals (v2016) or (v2017).

[Keywords and Related Topics: print out, cheat sheet, quick reference, 2016, 2017, union square, usq, workspace, dms, working files, information zone, how to find documents in the dms, search documents, filter by text searching]
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Document Management Series: How to Check out a Document to the DMS using Smart View - Infographic Use this guide as a reminder on how to check out a document from the Document Management System using Smart View, recognize when a Document has been checked out, and by who.
Prerequisite: PIM Document Management (v2017).

[Keywords and Related Searches - print out, cheat sheet, quick reference, union square, usq, workspace, 2017, dms, edit a document]
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Document Management Series: How to Search for Documents in the DMS using Smart View - Infographic Use this guide as a reminder on how to check in individual documents to the Document Management System using Smart View. Prerequisite: PIM Document Management (v2017).

[Keywords and Related Searches - print out, cheat sheet, quick reference, union square, usq, 2017, dms, working files, publish, save, upload a document]
  • HR Specialist
  • Super User
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Security and Administration - Quick Reference Guide Duration: 11m read 

Learn to utilize the Security and Administration features and functions within PIM.

Topics covered:
Creating a PIM User - 2m read 
Creating a Test User - 2m read 
Supersede & Reinstate a Contact - 2m read 
Merge and Delete Contact Records - 2m read 
Merge and Delete Organization Records - 2m read 
Configure Third Party Access - 1m read 
  • End User
  • DLZ Enhanced
PIM Document Management - Quick Reference Guide Duration: 12m read

Learn to utilize the Document Management System features and functions within PIM. The Document Management System may also be known as the Information Zone within your PIM System. 

Topics covered:
How to Search for Documents in the DMS - 3m read
How to Search for Documents in the DMS using Smart View - 3m read
How to Search for Emails in the DMS - 1m read 
How to Check out a Document from the DMS - 1m read 
How to Check out a Document from the DMS using Smart View - 1m read
How to Check in a Document to the DMS - 1m read 
How to Check in a Document to the DMS using Smart View - 1m read 
How to Use the Bulk Edit Features in the DMS - 1m read
  • End User
  • DLZ Enhanced
PIM Getting Started - Quick Reference Guide Duration: 8m read 

Learn to utilize the basics of PIM features and functions as well as some of the useful terminology.

Topics covered:
Fundamentals Jargon Buster - 1m read 
Document Management Jargon Buster - 1m read 
Common Dashparts - 3m read 
Activity Zone Search Tips - 3m read 
  • End User
  • DLZ Enhanced
PIM Document Lifecycle Manager - Quick Reference Guide Duration: 10m read

Learn to utilize the Document Lifecycle Manager (also referred to as DLM) features and functions as well as some of the useful terminology.

Topics covered:
Document Lifecycle Manager Jargon Buster - 1m read
Use DLM Activity Zone Searches - 1m read
Placeholder Creation Methods - 3m read 
Create a Register - 2m read 
View Full Register Report - 1m read 
View Historical Register of Issues - 2m read 
  • End User
  • DLZ Enhanced
PIM Document Lifecycle Manager Administration - Quick Reference Guide Duration: 6m read

Learn to utilize the Document Lifecycle Manager (DLM and DCS) Security and Administration features and functions within PIM.

Topics covered:
DLM Management Settings - 3m read 
DLM Configuration Settings - 1m read 
DCS Configuration & Management Settings - 2m read 
  • End User
  • DLZ Enhanced
PIM Custom Form Builder - Quick Reference Guide Duration: 5m read 

Learn to utilize the Custom Form Builder features and functions within PIM including useful terminology.

Topics covered:
Custom Form Builder Glossary - 2m read 
Customizing your Document Output Template - 2m read 
What Happens when your Forms are Deployed - 1m read 
  • End User
  • DLZ Enhanced
PIM Mobile Email Configuration - Quick Reference Guide Duration: 3m read

Learn to configure the use Mobile Emails and Contacts to work with PIM.

Topics covered:
Set up and Publish Mobile Emails - 1m read 
Sync Outlook with Contacts - 2m read 
  • End User
  • DLZ Enhanced
PIM Timesheets and Absence Approval Configuration - Quick Reference Guide Duration: 11m read 

Learn to utilize approvals for Timesheets, Expenses and Absence within PIM.

Topics covered:
Timesheet Approvals - 3m read 
Absence Approvals - 4m read 
Absence Email Notifications - 4m read 
  • End User
  • DLZ Enhanced
PIM Finance Approval Configuration - Quick Reference Guide Duration: 6m read 

Learn to utilize approvals for invoicing and purchase orders within PIM.

Topics covered:
Purchase Order Approvals - 3m read 
Invoice Approvals - 3m read 
  • End User
  • DLZ Enhanced
PIM Absence Entitlement Carryover - Quick Reference Guide Duration: 7m read 

Learn to configure absence entitlement for the upcoming year within PIM.

Topics covered:
Next Year with No Carry Over - 2m read 
Next Year with Carry Over - 3m read 
Carry Over Only - 2m read 
  • End User
  • DLZ Enhanced
PIM Performance Ratings - Quick Reference Guide Duration: 4m read

Learn to utilize the Performance Ratings features and functions within PIM.

Topics covered:
How to View Ratings - 2m read
How to Enter Ratings - 2m read
  • End User
  • DLZ Enhanced
PIM Time and Expense Administration - Quick Reference Guide Duration: 10m read 

Learn to utilize the Time and Expense Administration features and functions within PIM.

Topics covered:
Timesheet Period Admin - 3m read 
Timesheet User Set Up - 3m read 
Timesheet Admin - 2m read 
Transaction Utility and Re-rate Lines - 2m read 
  • End User
  • DLZ Enhanced
PIM Templates - Quick Reference Guide Duration: 2m read

Learn to utilize the Templates features and functions within PIM.

Topics covered:
Turning on the Developer Tab in MS Word - 1m read
Adding the Repeat Tag to a DocX Template - 1m read
  • End User
  • DLZ Enhanced
PIM Project Accounting - Quick Reference Guide Duration: 10m read

Learn to utilize Project Accounting features and functions within PIM.

Topics covered:
How to Correct an Invoice - 3m read 
How to Resolve Missing Time when Invoicing - 3m read 
How to use the Invoice, Costs and Profits Chart - 2m read 
How to use the Fee from Resource Feature - 2m read
  • End User
  • DLZ Enhanced
PIM Mobile Working - Quick Reference Guide Duration: 4m read 

Learn to utilize the Mobile Working features and functions within PIM.

Topics covered:
How to Extract Location Data from IFC Files - 1m read 
How to Sync your Device - 1m read 
Set-up Process for Projects & Enquiries - 2m read 
  • End User
  • DLZ Enhanced
PIM Project Accounting Series: Cross Browser Experience - Infographic Duration: 10m read 

We understand the importance of modern browser usage within your businesses. This guide demonstrates Project Accounting’s cross browser state currently, as we continue to modernize the remaining key features of the Project Accounting module in our future releases. 

Topics covered:
Key User Roles in your Business
User Role Common Tasks
Project Lifecycle at a glance
IE dependencies throughout the Project Accounting features
  • System Administrator
  • Directors/VPs
  • Finance/Accounting Administrator
  • DLZ Enhanced
PIM DLM Revit & AutoCAD Integrations (v2017) - Self-Paced Learning Duration: 40m Read

Learn how to integrate Revit and AutoCAD to link documents into Deltek PIM. You will be able to add information from Revit into PIM, along with creating PDF/DWG renditions and assign those renditions into the Document Lifecycle Manager from Revit. 

Topics covered:
Revit DLM Integrator Fundamentals and Basic Use - 8m47s 
Revit DLM Integrator Advanced Features - 5m36s  
AutoCAD DLM Integrator - 6m38s 
  • Super User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Quantity Surveyor
  • Site Manager
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM System Administration Series: Client Self Upgrade Process - Self Paced Learning Duration: 1h

This course guides you through the process allowing you up Upgrade your Deltek PIM System.

Topics covered:
Upgrade Process
Planning your Upgrade
Preparing your Upgrade
Environmental Checks
Preparation Steps
Database Assessment
Interactive Site Assessment
Upgrading your Site
After the Upgrade
  • Super User
  • System Administrator
  • DLZ Enhanced
PIM Document Management Series: Document Publishing Wizard - Learning Video Duration: 3m51s



Learn how to Publish documents using the new publishing wizard.



Topics Covered:

Navigation & Introduction - 27s

Importing a Document - 54s

Publish To Tab - 58s

Details / Comments Tab - 20s

Share with Tab - 27s

Publish Email To Tab - 26s

Reset Share Options - 13s

Selecting Publish Document - 4s
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Document Management Series: Local File Management - Clickguide Duration: 20m Read

Set up and use Local File Management.

Topics covered:
Local File Management Interface
System Tray
How to find out if you're using LFM
Enable LFM
Publishing Documents
File Progress
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Document Management Series: Universal Document Control - Clickguide Duration: 20m Read


Set up and use Universal Document Control (UDC) to manage documents on network shares.

Topics covered:
UDC Interface
Managed Documents
Unmanaged Documents
Excluded Documents
Configuring UDC
Using Unmanaged Documents
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Configuring Document Viewer with PDFTron (v20.1) - Infographic Duration: 3m read

Learn how to configure PDFTron for viewing and marking-up documents in Deltek PIM.

Topics covered:
Supported File Types
Configuring Document Viewer
Configuring Custom Stamps
  • HR Specialist
  • Super User
  • System Administrator
  • DLZ Enhanced
PIM Using Document Viewer with PDFTron (v20.1) - Infographic Duration: 5m read

Learn how to use the PDFTron Document Viewer for viewing and marking-up documents, drawings and other file types in Deltek PIM.

Topics covered:
Adding a review and markup
How to know if a Document has markup
Document viewer and DLM Approvals
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM v20.1 CGA - Portal This portal contains all feature enhancements for the current version of Deltek PIM.

Enhancements covered:
Universal Document Control
Local File Management
Using the Admin Zone
Mobile Live Browsing
Client Self Upgrade Process
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM System Administration Series: Configuring Users - Learning Video Duration: 10m

Learn how to configure new PIM users, assign licenses and manage users who have left your business.

Topics covered:
Types of Licenses
Creating a new user
Removing a license
Superseding a Contact
  • HR Specialist
  • Super User
  • System Administrator
  • DLZ Enhanced
PIM System Administration Series: Configuring Document Pools - Learning Video Duration: 10m

Learn how to configure Document Pool security for your PIM System.

Topics covered:
Creating a Document Pool
Editing a Document Pool
Types of Security
Assigning Security
Adding Requirements
  • HR Specialist
  • Super User
  • System Administrator
  • DLZ Enhanced
PIM System Administration Series: Using the Admin Zone - Clickguide The new Admin zone makes it easy for administrators to navigate through the system.

Topics covered:
Admin Zone Interface
User Account Creation
Document Pool Security
Menu Items Explained
  • System Administrator
  • DLZ Enhanced
PIM Project Accounting Series: Project Set Up - Self Paced Learning Duration: 15m

Learn how to configure a Project for use with Project Accounting in Deltek PIM.

Topics covered:
Key Field Configuration - 1m29s
Advanced Field Configuration - 3m39s
Workstages - 3m06s
Variations - 1m54s
  • Finance/Accounting Administrator
  • DLZ Enhanced
PIM Project Accounting Series: Admin and Adjustments - Self Paced Learning Duration: 15m

Learn how to correct any values calculated against incorrect rates, and move finance lines from one Project Workstage to another.

Topics covered:
Re-rate Existing Finance Lines - 1m29s
Move Finance Lines - 1m35s
Change Transaction Grade to Contact Grade - 1m21s
Variations - 1m54s
  • Finance/Accounting Administrator
  • DLZ Enhanced
PIM Email Management Quick Start Series: Document Management (v2017.7 onwards) - Clickguide Duration: 10m Read

Learn how to utilize the Email Management features and functionalities within Deltek PIM Email Management. 

Topics covered:
Interface
Email's Tab
Views
Filters
Search
Baskets
  • System Administrator
  • End User
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Email Management Quick Start Series: Outlook Add In (v2017.7 onwards) - Self-Paced Learning Duration: 20m 

Learn how to use the Outlook Add-In to save Emails (both sent and received) into PIM. 

Topics covered: 
Send an email without Publishing - 58s 
Send an Email & Publish - 3m44s 
Publish Received Emails - 5m14s  
Working Offline - 3m12s 
Search for Published Emails in outlook - 6m59s 
Setup & Publish Mobile Emails - 1m Read
  • System Administrator
  • End User
  • DLZ Standard
  • DLZ Enhanced
PIM Fundamentals - Functional Reference Guide Duration: 30m Read 

Learn about the fundamentals of Deltek PIM.

Topics covered:
PIM Terminology
User Fundamentals
Working with Enquiries
Working with Projects
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Document Management - Functional Reference Guide Duration: 45m Read

Learn how to use the Document Management System features within Deltek PIM. 

Topics covered:
Searching for Documents
Publish and Edit Documents
Templates Set Up
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Contract Management - Functional Reference Guide Duration: 20m Read

Learn how to use the Contract Management module within Deltek PIM.

Topics covered:
Overview and Interface
Create a new Request for Information (RFI)
Approve and Send an RFI
Receive and Respond
Review and Request
Reporting
Other Supported Types
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Marketing Campaigns - Functional Reference Guide Duration: 40m Read 

Learn how to use the Campaigns feature within Deltek PIM.

Topics covered:
Create and Edit a Campaign
Campaign contacts
Campaign Emails
Update Actions
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Milestones Administration - Functional Reference Guide Duration: 10m Read 

Learn how to configure the Milestones module within Deltek PIM.

Topics covered:
Set up a new Milestone
Linking Milestones to Classifications
Setting up Milestone Security
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Performance Rating View and Enter Ratings - Functional Reference Guide Duration: 10m Read 

Learn how to utilize the Performance Rating feature within Deltek PIM.

Topics covered:
View a Performance Rating
Enter a Performance Rating
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Business Intelligence Set Up - Functional Reference Guide Duration: 15m Read

Learn about the Business Intelligence (BI) module within Deltek PIM.

Topics covered:
Introduction to Business Intelligence
Creating a Report
Creating a Dashboard
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Custom Forms - Functional Reference Guide Duration: 30m Read 

Learn about the Custom Form Builder Mobile App module within Deltek PIM.

Topics covered:
Custom Form Builder
Creating a Form
Publishing the Form
Deploying the Form
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Mobile Working - Functional Reference Guide Duration: 45m Read 

Learn about the People Planner Resource Management feature within Maconomy including how to navigate the system, how to configure the grid to your preferences as well as adding any additional new columns for further information.

Topics covered:
Logging Site Visits
Logging Work Inspections
Logging and Viewing Defects
Closing Defects
Viewing and Managing Observations
Reviewing Work Inspections
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Security Course - Functional Reference Guide Duration: 45m Read 

Learn how to configure and administer security for document pools and users within Deltek PIM.

Topics covered:
User Access
Licenses
Reclaim Licenses
Create Document Pools
Document Pool Security
Document Pool Requirements
Role Security
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
  • DLZ Enhanced
What's New in Deltek PIM v20.1 - Clickguide Duration: 1h Read

Learn about the new features within Deltek PIM.

Releases covered:
v20.1
v20.0
v19.2
v19.1
v19.0
v18.3
v2017
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Functional Guide
PIM Training Planning - Portal This portal provides help for you to plan your training matrix for your organisation as well as Introduce PIM to new users as part of your implementation. 

Topics covered:
PIM Training Matrix (v2017)  
PIM Training Matrix (v2016) 
PIM Training Matrix (v2015) 
PIM Introduction Presentation
PIM Champions Presentation
Group Session Checklist & Attendance Sheet 
  • HR Specialist
  • Super User
  • System Administrator
  • Business/Office Manager
  • DLZ Standard
  • DLZ Enhanced
PIM Mobile Working (v20.1) - Portal Duration: 1h 10m

Learn how to use the PIM Mobile working app and the corresponding bands and features within the PIM Web Browser.

Topics covered:
Mobile Live Browsing
Progress Photos
Logging Observations, Site Visits, and Work Inspections
Logging Trade and Client defects
Closing Defects
Using the Site Visit and Work Inspections Bands
  • Super User
  • Project Manager
  • Estimator
  • Quantity Surveyor
  • Site Manager
  • DLZ Standard
  • DLZ Enhanced
PIM Mobile Working Custom Form Builder (v20.1) - Portal Duration: 40m

Learn how to use the PIM Mobile Working custom Form Builder features.

Topics covered:
Creating forms
Completing form settings
Preparing a form for issuing to your business
Using your form
Getting data from your forms
  • Super User
  • Project Manager
  • Estimator
  • Quantity Surveyor
  • Site Manager
  • DLZ Standard
  • DLZ Enhanced
PIM Fundamentals: Getting Started (v2017 onwards) - Self-Paced Learning Duration: 25m 

Learn about how to get started with Deltek PIM, including learning about Zones, Dashparts and using records. 

Topics covered:
Fundamentals Terminology - 1m read
Introduction & Navigation - 4m05s 
Configuring the Personal Zone - 2m23s 
Find & Search Records - 5m18s 
Add & Edit Organisations - 2m46s 
Create Organisation Structures - 2m55s 
Add & Edit a Contact - 3m33s 
Common Dashparts - 1m read 
Supersede & Reinstate a Contact - 1m read 
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Fundamentals Series: Working with Enquiries (v2017 onwards) - Self-Paced Learning Duration: 20m 

Learn how to set up Enquiries, add contacts and organisations and convert an Enquiry to a project. 

Topics covered:
Setting up an Enquiry - 3m17s 
Adding External Contacts and Organisations - 4m43s 
Working with Enquiries - 5m
Using the Enquiry Search - 3m29s 
Try it yourself - 5m 
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Fundamentals Series: Working with Projects (v2017 onwards) - Self-Paced Learning Duration: 50m 

Set up Projects, add Contacts and Organisations and use the Project Search. 

Topics covered:
Project Creation Methods - 1m02s 
Setting up a Project - 3m57s 
Adding External Organisations and Contacts - 5m09s 
Working with the Project - 5m44s 
Using the Project Search - 5m33s 
Try it yourself - 5m 
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Absence (v2017 - v19.2) - Self-Paced Learning Duration: 25m 

Learn about the People Planner Resource Management feature within Maconomy including how to navigate the system, how to configure the grid to your preferences as well as adding any additional new columns for further information.

Topics covered:
Introduction to Absence - 2m26s 
Book Absence Using Daily Entitlement - 4m07s 
View Absence via the Dashpart and Matrix - 4m47s 
Book Absence using Hourly Entitlement - 4m08s 
View Absence via the Dashpart and Matrix - 4m47s 
Approve, Reject and Delegate Absence Requests - 4m08s 
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Absence Administration (v2017-v19.2) - Self-Paced Learning Duration: 1h

Learn how to administer Absence for Deltek PIM. 

Topics covered:
Configuring Working Week Schemes - 4m53s 
Setting up Approval Routes - 6m33s 
Setting up Notification Groups - 8m20s 
Setting up Absence Entitlements for a New Employee - 8m06s 
Create Base Entitlement for the Following Year - 7m27s 
Carry Over Entitlement To Next Year - 6m27s 
Absence Administration Tools FAQs - 8m30s 
Handling Lieu Time Entitlement - 10m22s 
  • HR Specialist
  • Super User
  • System Administrator
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • DLZ Standard
  • DLZ Enhanced
PIM Document Lifecycle Manager (v2017 onwards) - Self-Paced Learning Duration: 1h 

Learn how to use the Document Lifecycle Manager (DLM) features and functionality within Deltek PIM. 

Topics covered:
Introduction and Terminology - 6m42s 
Add Internal Documents and Drawings - 12m51s 
Receive External Documents and Drawings - 12m12s 
Editing and Deleting Placeholders - 4m33s 
Issue Documents and Drawings - 15m54s 
Register and Reports - 5m read 
  • Super User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Quantity Surveyor
  • Site Manager
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM DLM Administration (v2017) - Self-Paced Learning Duration: 30m  

Learn how to configure DLM within Deltek PIM. 

Topics covered:
DLM Terminology - 1m read 
Set Management - 6m19s 
Configuring Numbering Schemes Part 1 - 5m17s 
Configuring Numbering Schemes Part 2 - 3m39s 
Creating Registers - 2m22s 
Edit Document Numbers - 2m07s 
Revert a Placeholder - 1m56s 
DLM Configuration Settings - 1m read 
DLM Management Settings - 1m read 
DCS Configuration and Management Settings - 1m read 
  • Super User
  • System Administrator
  • Project Manager
  • Document Controller
  • Quality Manager
  • Quantity Surveyor
  • Site Manager
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Document Lifecycle Manager Series: DLM Approval Management (v2017) - Self-Paced Learning Duration: 30m

Learn how to utilize the approval features within the Document Lifecycle Manager module of Deltek PIM. 

Topics covered:
Approval Management Overview - 6m23s 
Create Project Approval Routes - 6m39s 
Send Documents for Review or Approval - 3m15s 
Comment on Documents without Online Mark Up - 4m20s 
Comment on Documents with Online Mark Up - 3m17s 
Set Approval Status and Request Resubmittal - 3m15s 
Review and Respond to Resubmittal Request - 3m50s 
  • Super User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Quantity Surveyor
  • Site Manager
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Sub Contractor Tendering (v2016 & 2017) - Self-Paced Learning Duration: 20m

Learn how to use the Sub Contractor Tendering module within Deltek PIM. 

Topics covered:
Add a Workpackage - 4m06s 
Linking Documents and Organisations to a Workpackage - 4m24s 
Sending Tenders - 2m41s
Revise a Workpackage - 2m36s 
Managing the Tender Process - 5m41s 
  • Super User
  • Project Manager
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Site Manager
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Contract Management (PIM v2017.6 & Workflow Mobile v18.2) - Self-Paced Learning Duration: 25m

Learn how to use Contract Management within Deltek PIM. 

Topics covered:
Contract Management Overview and Interface - 5m41s 
Create a new Request for Information (RFI) - 3m14s 
Approve and Send an RFI - 3m02s 
Receive and Respond to an RFI - 3m20s 
Review RFI Response and Request Further Information - 3m39s 
Reporting - 2m56s 
Other Supported Types - 5m05s 
  • Super User
  • Project Manager
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Site Manager
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Project Accounting: Purchasing v20.0 - Self Paced Learning Duration: 40m 

Learn about the Purchase Order Processing (POP) module available within Deltek PIM Project Accounting. 

Topics covered:
Purchase Order Entry - 4m38s 
Purchase Order Approval - 2m26s 
Purchase Invoice Entry - 6m28s 
Purchase Credit Note Entry - 3m24s 
Purchase Invoice Line Approval - 3m44s 
Purchase Order Advanced - 3m46s 
Purchase Invoice Approval - 4m22s 
Purchase Order Send for Approval - 1m 
Review Questions - 2m 
  • Super User
  • Directors/VPs
  • Finance/Accounting Administrator
  • DLZ Enhanced
PIM Project Accounting Series: Project Set up (v2016 Onwards) - Self-Paced Learning Duration: 40m 

Learn how to configure a Project for use with Project Accounting in Deltek PIM. 

Topics covered:
Project Set up of Key Fields - 9m29s 
Project Set up of all Fields - 8m16s 
Project Set up of all Workstage Fields - 7m50s 
Entry of Variations - 4m39s 
Using Variations - 9m20s 
  • Super User
  • System Administrator
  • Project Manager
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Site Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Project Accounting Series: Forecasting (v2016 Onwards) - Self-Paced Learning Duration: 15m 

Learn about Forecasting using Project Accounting in Deltek PIM. 

Topics covered:
Non-Labour Cost Forecasting - 4m59s 
Fee Forecasting - 6m16s 
Fee Forecasting v19.0 - 4m26s 
  • Super User
  • Directors/VPs
  • Finance/Accounting Administrator
  • DLZ Standard
  • DLZ Enhanced
PIM Project Accounting Series: Invoicing (v2016 Onwards) - Self-Paced Learning Duration: 40m

Learn about the Invoice process, from draft to posted, as well as how to create a Credit Note and Sales Orders. 

Topics covered:
Draft Invoice Creation - 10m33s 
Draft Fixed Fee Invoice From Forecast - 3m48s 
Draft Time & Materials Invoice - 7m08s 
Invoice Approval - 5m55s 
Creating Credit Notes - 5m17s 
Sales Order Processing - 7m01s 
  • Super User
  • Directors/VPs
  • Finance/Accounting Administrator
  • DLZ Standard
  • DLZ Enhanced
PIM Project Accounting Series: Resource Planning (v2016 Onwards) - Self-Paced Learning Duration: 25m

Learn about the resource planner and the features available, as well as the bands available and their impact on the resourcing plan. 

Topics covered:
Fundamentals - 3m07s 
Project Level Planning - 7m49s 
Using the Cost Effect Band - 2m14s 
Exploding Contacts - 2m49s 
Drilling into Contacts - 3m27s 
Using the Overall Resource Plan - 6m44s  
  • Super User
  • Project Manager
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Site Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Project Accounting Series: Purchasing (v2016 Onwards) - Self-Paced Learning Duration: 50m 

Learn about the Purchase Order Processing (POP) module available within Deltek PIM Project Accounting. 

Topics covered:
Purchase Order Entry - 8m29s 
Purchase Order Approval - 3m59s 
Purchase Invoice Entry - 6m53s 
Purchase Credit Note Entry - 4m46s  
Purchase Invoice Line Approval - 5m11s 
Purchase Order Advanced - 7m30s 
Purchase Invoice Advanced Topics - 10m 
Entering Purchase Adjustments - 2m53s 
  • Super User
  • Directors/VPs
  • Finance/Accounting Administrator
  • DLZ Standard
  • DLZ Enhanced
PIM Project Accounting Series: Admin and Adjustments (v2016 Onwards) - Self-Paced Learning Duration: 40m 

Learn about the administration of Project Accounting such as the landing pages, adjusting transactions, expense approvals and managing rates. 

Topics covered:
Expense Approval - 2m43s 
Adjust Cost Transactions - 8m14s 
Enter Sales Payment - 5m38s 
Sales Tax on Payment - 8m51s 
Manage Rates - 6m39s 
Cost to Complete - 3m56s 
PA Landing Page - 3m55s 
  • Super User
  • System Administrator
  • Directors/VPs
  • Finance/Accounting Administrator
  • DLZ Standard
  • DLZ Enhanced
PIM Project Accounting Series: Ledger Connector (v2016 Onwards) - Self-Paced Learning Duration: 20m 

Learn how to export sales to your Ledger System using Deltek PIM. 

Topics covered:
Sales Document Export to Ledger System - 4m44s
Expense Export to Ledger System - 5m11s 
Purchase Invoice Export to Ledger System - 4m34s 
  • Super User
  • Directors/VPs
  • Finance/Accounting Administrator
  • DLZ Standard
  • DLZ Enhanced
PIM Business Intelligence Set Up (v2017 onwards) - Self Paced Learning Duration: 15m

Learn how to create reports using Business Intelligence (BI). 

Topics covered:
Introduction to Business Intelligence - 2m07s 
Creating a Report - 6m14s
Creating a Dashboard - 4m45s 
  • Super User
  • Project Manager
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Site Manager
  • Directors/VPs
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Security Series: Users and Access (v19.1 Onwards) - Self-Paced Learning Duration: 30m 

Learn how to configure users and access for Deltek PIM. 

Topics covered:
Security Manager Role and Interface - 10m read 
Creating a New PIM User - 1m read 
Creating a Test User - 1m read 
Setting Up a New User - 2m39s 
Managing Users - 4m08s 
Maintaining Security - 9m11s 
Try it - 2m 
Knowledge Check - 2m
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
PIM Security Course (v2017) - Self-Paced Learning Duration: 1h 30m

Learn how to administer security for Deltek PIM. 

Topics covered:
Security Course Overview - 1m read
Security Course Access Guide - 1m read 
Security Course Exercises - Users and Access - 20m 
Security Course Exercises - Document Security - 20m 
Security Course - Users and Access - 25m 
Security Course - Document Security - 25m 
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
PIM Core Certification Exam Duration: 1h 30m 

The Deltek Professional PIM Core Certification validates skills within the PIM product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek PIM Core Certification exam has demonstrated proficiency within multiple areas of Deltek PIM. To receive Deltek PIM Core Certification, you must pass the knowledge based exam.

Topics covered:
PIM Fundamentals Series
PIM Outlook Add-In Series
PIM Document Management Series
  • HR Specialist
  • Super User
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Powered by Union Square 2015 Portal This portal provides access to the v2015 training materials for Deltek PIM including access to a selection of written Quick Reference Guide materials. 

Topics covered:
Fundamentals
Document Management and Outlook Add-In 
Timesheets, Expenses and Absence
Business Intelligence
Sub Contract tendering and Contract Management 
Mobile Working
Project Accounting 
Document Lifecycle Manager
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Powered by Union Square 2016 Portal This portal provides access to the v2016 training materials for Deltek PIM. 

Topics covered:
Fundamentals
Document Management and Outlook Add-In 
Timesheets, Expenses and Absence
Business Intelligence
Sub Contract tendering and Contract Management 
Mobile Working
Project Accounting 
Document Lifecycle Manager
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Deltek PIM Finance and Accounting Certification Duration: 1h 30m 

The Deltek Professional PIM Finance & Accounting Certification validates skills within the PIM product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek PIM Finance & Accounting Certification exam has demonstrated proficiency within multiple areas of Deltek PIM. To receive Deltek PIM Finance & Accounting Certification, you must pass the knowledge based exam.

Topics covered:
PIM Fundamentals Series
PIM Timesheet and Expenses Series
PIM Absence Series
PIM Project Accounting Series
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
Deltek Collaboration: PIM Integration for Administrators - Clickguide Duration: 15m read 



Learn how to configure and set up the features for use with Deltek Collaboration and Deltek PIM. 



Topics covered:

Configure the Integration with Collaboration
Create Document Pools for Synchronization
Creating Project Spaces
Assign Collaboration Managers
Creating User Groups and Inviting Users
Document Folders
Mapping Document Pools with Folders
  • System Administrator
  • End User
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Defect Management SSRS Reporting - Infographic Duration: 2m read 

Learn about the Defect Management Project Band within Deltek PIM. 

Topics covered:
Defect Management Reporting Process
Searching & Filtering
Selecting Results
Generating Reports
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Populating & Completing Milestones (v2016 & 2017) - Infographic Duration: 5m read 

Learn about the Milestones feature within Deltek PIM. 

Topics covered:
Accessing Milestones
Populating Milestones
Completing Milestones
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Milestones Administration (v2016 & 2017) - Infographic Duration: 5m read

Learn how to configure Milestones within Deltek PIM. 

Topics covered:
Adding a new Milestone
Link Milestones to Classifications
Milestone Security
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Mobile Working: Mobile App Minimum Device Requirements (v2021) - Infographic publishing documents
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Admin How to Configure Third Party Access (v2016/17) - Infographic Use this guide to learn how to set up the third party (Extranet) access to your PIM system. You will learn about setting the security so that the user will only see the information they are associated with. Suggested Prerequisites: PIM Security Course

[Keywords and Related Searches - 2016, 2017, print out, cheat sheet, quick reference, union square, usq, workspace, admin, f01, security manager, partner licence, external user]
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Project Administration Tools for Defect Management and Observations - Infographic Duration: 2m read

Learn about the Defect Management and Observations feature within Deltek PIM. 

Topics covered:
Setup
Bulk Edit
Edit Specific Records
Edit Defect Records in PIM
Observations
Bulk Edit Observations
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced
PIM Admin Series: Skills and Training Administration - Quick Reference Guide Duration: 25m read 

Learn to configure and manage the Skills and Training module within PIM.

Topics covered:
Skills and Training Menu and Qualification Types - 3m read 
Add, Edit, Delete skills - 5m read 
Configuring skill sets - 7m read 
Skill searches and Skills Matrix - 4m read 
Expiring qualifications and courses requiring updates - 3m read 
Skill Journal Band - 3m read 
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Enhanced
PIM Security Series: Security Manager Role and Interface (v19.1) - Clickguide Duration: 10m Read

Learn how to configure the Administration features as well as set up users within Deltek PIM. 

Topics covered:
Admin Zone Layout
Users and Licences
User Roles
Menu Options
Configuring Zones, Dashparts and Bands
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
PIM Skills and Training Series: How to Enter your Skills (v2016 & 2017) - Infographic Duration: 1m read 

Learn about the Skills and Training module within Deltek PIM.  

Topics covered:
Accessing Skills Records
Entering new skills
Entering new qualifications
  • HR Specialist
  • Super User
  • System Administrator
  • End User
  • Project Manager
  • Document Controller
  • Quality Manager
  • Estimator
  • Quantity Surveyor
  • Sales & Marketing
  • Site Manager
  • Business/Office Manager
  • Directors/VPs
  • Finance/Accounting Administrator
  • Project Architect/Engineer/Technician
  • DLZ Enhanced