PIM-05 · Your Data, Regardless of Role Modernizing Firm Communication with Deltek PIM Roadmap for...

PIM-05:Construction Administration Execute Your Project More Effectively with PIM

Phil Shaw and Rob Baker, Deltek

Speakers

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2

Phil Shaw

Sr. Product

Manager

Rob Baker

Sr. Product

Management Specialist

Today’s Story» Building on PIM’s Great Information

» What Is Execute and Control

» Why is it Important?

» Who is Involved?

» How PIM Supports Common Tasks

» Demonstrations

» Summary


What is PIM?

1

2

3

45

6

7Email and document

management and

collaboration tools to

keep teams connected

throughout the entire

project.


What is PIM?

Drawing and

Model Management

Administration

Drawing and Document

Management

Submittals

Email Management

Mobile Working

Custom Form

Builder

Subcontractor

Bid Management

Contract Management

Document

Transmittals

Cache Server

Manager

Revit & AutoCAD

Connectors

PIM Viewer

Contacts

Projects

Organizations

Drawing Approval

and Mark Up


Conception DesignPre-

constructionProcurement Construction

Post Construction

Project Lifecycle Timeline


Submittals

Contract

Management

Drawing and Document Management

Subcontractor

Bid Management

Mobile Working

What is Execute and Control?

Execute

• Perform construction processes easily

• Add workflows to your PIM information

Control

• Capture information within one system

• Gain visibility into activities with reporting capabilities

• Make information available to all who need it


Why Use PIM?

How Deltek PIM can lessen your worries ...

• Easily capture data anywhere in the field

• Reduce inaccuracy and data loss

• Capture responses online

• Make your job easier with reduced

administration overhead

• Improve staff effectiveness


Who is involved?

• Lead Designers

• Project Managers

Instigators

• General Contractors

• Subcontractors

• Other Designers

Responders


How PIM Supports Common Tasks

Share information externally

Set up bid packages

Store and access

information


RFIs

Deeper Dive Demonstration



Field Engineer

Raises RFI due to piling

problems


Design Engineer

Redesigns solution and

replies to RFI


Field Engineer

Implements solution

Punch Lists through Mobile App




Field Engineer

Reviews site & raises punch list items via mobile app

Issues punch lists out to subcontractors


SubcontractorManager

Receives email notification & reviews punch list items assigned

Resolves issues & marks for re-inspection


Field Engineer

Monitors project punch list progress using various tools available

Re-inspects punch list items returned & signs off as either completed or rejected

Subcontractor Bid Management




General Contractor Estimator


Precast Concrete

Subcontractor


General Contractor Estimator

Custom Form: Site Checklist




DocumentController

Uses Custom Form Builder to create ‘Site Checklist’ form

from old paper version

Form is made available to end-users of the mobile app


SiteManager

Uses mobile app to fill out form & submit back to PIM


ProjectManager

Reviews output documents from ‘Site Checklist’ form submissions

Reports can be used to view data collected for a specific project

or cross-projects

March 2020

Submittals Coming Soon


The PIM Submittal Process


» Our solution starts when the GC creates a submittal and

send it to the lead designer for review.

» The Submittals process involves multiple participants

including GC, subcontractors, lead designer / Architect,

other designers and specialists.

General Contractor

Subcontractor

General Contractor

Architect

Specialists

Architect

General Contractor

Subcontractor


GENERAL CONTRACTOR

> Create submittal

> Enter details

> Add attachments

ARCHITECT

> Receive notification

> Add recipients

> Approve / reject with comments

RECIPIENT


> View details

> Attach response documents

> Reply

ARCHITECT


> View comments

> Enter final response w/ comments

GENERAL CONTRACTOR

> Review final response

> View/ download details

Completed

Reject

Complete

Approve

Resubmittal

Reply


Approve

for ReviewSubmit

Reply

Complete

Reject


GENERAL CONTRACTOR

> Create submittal

> Enter details

> Add attachments

Deltek Collaboration


» Files from PIM to Collaboration

» Files from Collaboration to PIM

» Conversations about files

» File and conversation notifications

Collaborate More

Collaborate more effectively


CONFIDENTIAL © Deltek, Inc. All Rights Reserved.

Deltek PIM and Deltek Collaboration

60

Emails

Projects and

Proposals

Companies

Documents and

Drawings

Automatic Cloud Hosted

Collaboration for PIM Projects

Per Project Files Sharing

Project Specific Folders & Security

Automatic PIM DMS Synchronisation

Unlimited External Collaborators

Unlimited File Storage

General Project Discussions

Document Conversation

Why Collaborate with PIM?» Gain efficiency when collaborating

» Maintain your one place of truth

» Extend PIM document sharing

» Accuracy: improve drawing and

document review process

» Simple rapid deployment from PIM

» Empower self-service information

access for the whole project

community


Deltek Collaboration – PIM Integration 1-2-3

1

Enable Collaboration

• From the Project in PIM

2

Set Up File Synchronization

• By folder

3Invite PIM Team to Collaborate• Start Collaborating

Collaboration


Step 1 – Enable Collaboration


Step 2 – Set Up Folders


Step 3 – Invite Participants


Log In


Project Conversations


Adding Documents


Files & Folders


Digest Email


Key Information » Available now

» Current lead time: 4-6 weeks

» Annual subscription (SaaS model)

» Compliant with PIM v19.1.1 and

above

» Contact your Account Manager for

further information


Summary


Summary » Capture data from wherever you are

» Keep accurate records with zero loss

of data

» Eliminate email with online responses

» Remove administration, creating

more time to run your projects

» Empower employees to work more

efficiently


Q&A


That’s a Wrap!

Thank you for joining us in exploring Deltek PIM

What is Deltek PIM? The 21st Century

Way of Managing Information

Preparing for Growth with Deltek PIM: What’s the ROI

Empower Users to Get the Most Out of

Your Data, Regardless of Role

Modernizing Firm Communication with Deltek PIM

Roadmap for Deltek PIM:

The Future is Now

Integrating PIM into a Complete

Project Management Strategy

PIM-11

Tuesday 11:10 AM

PIM-04

Tuesday 2:10 PM

PIM-10

Tuesday 3:20 PMPIM-02

Tuesday 4:30 PM

PIM-07

Wednesday 10:00 AM

PIM-01

Wednesday 11:10 AM

Design Process: Manage Your Project

More Effectively with Deltek PIM

How to Make Your Implementation

Great: A Customer Panel Discussion

Collaborate with Your Stakeholders at a New Level with Deltek PIM

and Deltek Collaboration

PIM Email Management: Tips & Tricks

Journey to Deltek PIM

Construction Administration:

Execute Your Project More Effectively with

Deltek PIM

PIM-06

Wednesday 2:10 PM

PIM-08Wednesday 3:20 PM

PIM-09Wednesday 4:30 PM

PIM-03Thursday 8:30 AM

PIM-12 Thursday 9:40 AM

PIM-05

Thursday 10:50 AM

Customer Story

Project Process


PIM-05 · Your Data, Regardless of Role Modernizing Firm Communication with Deltek PIM Roadmap for...

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