PIM for Outlook Overview
PIM for Outlook connects Outlook directly to Deltek PIM so users can publish emails and attachments into the document management system without leaving their inbox or sent items.
Start with the guide sections
Overview
What PIM for Outlook is, where it runs, and why the new add-in changes the publishing workflow.
Open topicGetting Started
Launch the add-in, connect your PIM login, authenticate, and keep the side panel available while you work.
Open topicPublish Emails
Create, publish, reply, forward, and search for emails without leaving Outlook.
Open topicKey Features
Understand suggested locations, location picking, contact selection, and advanced attachment publishing.
Open topicKnown Issues
Review current limitations, supported environments, and publishing behaviors that users should understand.
Open topicWhat is PIM for Outlook?
PIM for Outlook is an enhanced Outlook add-in that connects Microsoft Outlook with Deltek PIM. It lets users publish emails and attachments directly into the document management system while staying inside Outlook.
The add-in supports the new Outlook experience on Windows and Outlook Web App, giving users a consistent publishing experience across platforms.
Why users care
The add-in reduces context switching. Users can publish project email, choose a relevant location, apply metadata, and keep attachments aligned with the message from a single side panel.
What changed
The new experience replaces the legacy Outlook add-in with smarter suggestions, a more guided interface, and stronger alignment between Outlook and Deltek PIM.
Key benefits of the new add-in
- Smart location suggestions based on email content, subject lines, attachments, and conversation history.
- Streamlined publishing for one or many emails.
- Flexible attachment handling, including separate publishing when needed.
- Consistent experience across the new Outlook for Windows and Outlook Web App.
- Better metadata control and document indexing during publishing.
- Stronger compliance by keeping project communications inside the DMS.
Supported environments
- New Outlook for Windows
- Outlook Web App
- Not Supported
PIM for Outlook is fully supported in the new Outlook for Windows experience and is designed around Microsoft's current add-in model.
The same add-in experience is available in Outlook Web App, which gives users a consistent publishing workflow in the browser.
The guide explicitly notes that the old or classic Outlook client is not supported for this new add-in experience.
PIM for Outlook is aligned to the new Outlook for Windows and Outlook Web App. For demo purposes, this is a useful contrast point because it shows how the help can surface compatibility guidance clearly at the point of use.
Published indicators and migration
Older versions of the Outlook add-in used a green checkmark icon to show successful publication. The new add-in replaces that with Outlook category tags that indicate publish status.
Indicates an email was successfully published to PIM.
Indicates a publish attempt failed and may need review.
View the migration steps for previously published emails
- Open Outlook and go to the Deltek PIM ribbon.
- Click Migrate.
- Review the confirmation dialog and click Yes.
Once migration completes, previously published emails are updated with the new category-based indicators and the legacy add-in is disabled.