As your organisation grows, your Deltek Project Information Management (PIM) system should evolve alongside it. What worked when your PIM was first implemented may no longer support the way your teams work today.
Over time, small configuration issues can build up, making the system harder to use, reducing productivity, and increasing administrative effort. The good news is that many of these problems can be resolved through a well-planned reconfiguration.
Here are five common signs that your Deltek PIM environment may benefit from a review.
1. Users Struggle to Find Information
If employees regularly spend time searching for documents, emails, or project information, your PIM structure may no longer be fit for purpose.
Poorly organised Information Zones, inconsistent classifications, or outdated document structures can make locating information frustrating and time-consuming.
A review of your Information Zones and document organisation can significantly improve usability and reduce the time spent searching for critical project information.
2. Permissions Have Become Difficult to Manage
As staff join, leave, or change roles, user permissions often become increasingly complex.
Common warning signs include:
- Users having access to information they shouldn't.
- Staff being unable to access the information they need.
- Permission requests becoming a frequent administrative task.
Reviewing and simplifying user permissions helps improve security while ensuring everyone has the appropriate level of access.
3. Projects Are Inconsistent
When every project looks slightly different, users lose confidence in the system.
Inconsistent project templates, classifications, naming conventions, or metadata make reporting more difficult and create unnecessary confusion.
Standardising project configurations ensures every new project follows the same structure, improving consistency across the organisation.
4. Routine Administration Takes Too Long
If your administrators spend hours carrying out repetitive tasks such as updating project details, uploading documents, or maintaining contact information, your current processes may not be as efficient as they could be.
Bulk updates, improved system configuration, and better data management can significantly reduce manual administration, allowing your team to focus on higher-value work.
5. Your Business Has Changed, But Your PIM Hasn't
Businesses are constantly evolving. New departments are created, projects become more complex, and client requirements change.
If your Deltek PIM environment still reflects how your organisation operated several years ago, it's probably time for a review.
A well-configured PIM system should support your current business processes—not force your team to work around outdated configurations.
How PCS Can Help
At PIM Consultant Services (PCS), we specialise in helping organisations optimise their Deltek PIM environments through expert configuration, data reorganisation, permission management, and ongoing system support.
Whether you need a small configuration change or a complete system review, we provide practical, cost-effective solutions tailored to your organisation's needs.
If any of the signs above sound familiar, it may be time to review your Deltek PIM configuration.
Get in touch today to discuss how PCS can help you make the most of your Deltek PIM system.
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