The AutoFolder Module for Deltek Vision helps you keep your Deltek Project records integrated with your Company Projects Folder location by automatically generating folders on your servers whenever a project is created in Deltek Vision. It’s fully customizable and can even pre-populate the sub folders based on your specifications. You can even drop commonly used files into the folders so your end users are ready to get to work
Project Auto Folder Features:
- Save your employees time! Every new project created in Vision will automatically create a corresponding project folder on Projects Drive.
- Folder locations name convention can be customized based upon advanced logic.
- Consistent folder naming convention by taking the human element out of folder setup.
- Multiple sub folder structures can be configured so different departments or offices can have different structures.
- Folders can be pre-populated with commonly used files such as contracts, forms, Templates, etc.
- Pre-populate AD Group permisions can be setup on any sub-folders.