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Documenting your Projects
When you create a new project from one of your method templates a standard set of blank documentation will be provided structured into the required processes. These default documents can include any type of files you want and links to standard sources of reference materials such as guidance or corporate policies.
User access to the documentation is under permission control and users may be able to view content, edit content and add new content, own and delete content or may have no permissions to access it at all. It is usual for users to have different permissions on different projects so then may see only a few and in some have relatively little content showing and in others more.
A standard EDMS approach to document management is used with View, Check Out and In as well as undo capabilities. Views and Check outs can be local for your own action or on to email to send immediately to others enabling the team to interact efficiently with external partners.
The addition of a new file or an updated version of an existing file is reflected in version numbers and the configuration management system. These actions can update standard document properties and also automatically trigger notification emails to be sent out if requested.
All user actions around documents and files is stored in detailed audit trails available to the each user and for management reports including project assurance and dashboards.
Searching is also supported on the actual content of the file versions in some Editions and on ‘file notes’ in Personal Version. Also Drag and Drop file management makes for easy integration with the desktop.
Collaboration on your terms
The permissions model and ability for PIAB to provide access to files via the web gives you a range of options as to how you can share your project documents. And of course if you use portable devices you can view or work on files as your portable devices allow.
As PIAB is essentially file based you can choose to check out a file and send it to anyone you want via email for them to update and send back to you.
If you give a team member, even a partner or a customer a PIAB licence you can control which projects and specific documents that user (or user group) can view, edit or control. This is much better than being a librarian, constantly loaning and returning files and you can even view their activity!
It keeps getting better
More recent versions of STE and EE provide some great new capabilities, move, recycle bin and also a new file management centre. Also a simple to implement Approval Process to help get buy in from senior management.
Document Management
Core Document, file and and url links, no integrated email, search, permissions model or audit trails.
As Community Edition above with basic email integration and searching on file notes.
Full capability as described here. Users will need to have a licence to access files but this can be the cost effective view only browser licence.
Full capability as described here. Users will need to have a licence to access files but this can be the cost effective view only browser licence.
“Making your document management as easy to use as Windows explorer but with the added benefits of methodology structure, configuration management, audit trails, assurance, notifications and much more.”
Product Focus (click icon for full info)
PROJECT in a box -
Explore the key capabilities further:
Methods for less complex projects
MSP®
Proposal Preparation Process (PPP)
Project Controls Risks and Issues
Hosting Service (SaaS)
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