Navigating the Virtual 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.

The power of a database shows up when viewing the Document Data Room. All documents reside in the Document Data Room and the designated Display Location.

Navigating the Document Library

Step 1 Open the DOCUMENTS tab (1). Click the Filter Button (2)

Step 2, Filter by Type (3), Document (4), Portfolio (5) , Project (6), Site (7) and or Task(8) . Multiple filters can be applied at once.

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