Setting up the Data Room

Overview

The Dev/Hold ERP system is designed with a Data Room for sharing the necessary documents with Portfolio and Project Stakeholders including Financiers, Independent Engineers, EPC’s and AHJ’s.

The filing system allows for classification by Document Type, Document Name and Document Description.

The design provides for initializing Documents on each of the following Display Locations: Portfolio, Project, Site, Task, or any of the Purchasing Locations.

Only one combination of Document Type and Document Name can be used on a particular Display Location.

Documents can be viewed from the Document Data Room or from the initial Display location.

The Document Data Room can be filtered and sorted to provide easy access for each User’s needs.

Adding a Document Type

Document Types provide the general structureof the Data Room and define the Display Location of the Document.

Step 1, Open the DOCUMENT TYPE tab (1), and push the NEW DOCUMENT TYPE button (2)

Step 2, Add the Type Name (1) and Pick the Display Location (2). Save & Close (3)

Adding a Document Name

Document Names provide the detail classification of the Document Types and support the filtering of the Data Room.

Step 1, Open the DOCUMENT NAME tab (1), and push the NEW DOCUMENT NAME button (2)

Step 2, Add the pick the Type (1) and add the Document Name (2). Save & Close (3)

Remember, all of this information can be added or changed at any time.