With the busy year-end season upon us, many of you have already upgraded to 9.7 for Sage Timberline Office and to meet the latest reporting requirements. To maximize effectiveness and simplify workflow in your day-to-day operations, the performance improving enhancements in this upgrade version are plentiful. Your Timberline Office system now allows your team to efficiently locate and act upon key information with a wide range of automation, workflow and process improvements.
Among the numerous enhancements in 9.7 (Summer 2010- 9.7b release) is improved integration between Project Management and Document Management with the capability of sending and archiving Project Management attachments directly to the Document Management DocuVault.
Queries can be initiated from the Attachment window and original documents or DocuVault versions can be easily accessed and retrieved. I remember back in the day, several of my college professors advocated the “KISS” concept – Keep It Simple Stupid. Now that’s what I call “simplicity.”
Now the question is how do you perform Project Management DocuVault integration? Keep in mind; attachments are able to be sent from these tasks:
- Change Order Requests
- Meeting Minutes
- Commitment Change Orders
- Custom Logs
- Drawing Logs
To send an attachment to the DocuVault for one of the above Project Management tasks:
- Click [Attachments...].
- On the Attachments window click the File Links tab.
- Click [Add...] to select a document to attach or drag and drop a file into the window.
- If the Automatically send to DocuVault check box is selected, then you can click [OK] to close the window. Otherwise, click Send Copy to DocuVault.
Now that your file has been sent to the DocuVault, you can open it from DocuVault or from the original location. In addition, you can now open a Document Management query from the Project Management Attachment window. And for now, life is simpler.