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My ideas: Deliverables Management

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Auto Close Transmittal after Due Date (Even if Review is not completed)

Why is it useful? It will helpful to meet project time line and can't stop project progress. Who would benefit from it? All stakeholders (Business, Project Team, Reviewers, Contractor, Etc..) How should it work? Bentley can introduce new option wh...
2 months ago in Deliverables Management 0 Future consideration

RFI Package type should have confidential flag

Hello PWDM Team, The "Confidential" capability that was enabled on "Genera Correspondence" type is very helpful and appreciated. There are similar use cases to make the RFI Package type to have a "Confidential" flag so that it has limited visibili...
3 months ago in Deliverables Management 0 Future consideration

Implement user-defined fields like in PWE Attributes and More Attributes tabs.

Implement user-defined data fields in Deliverables Management, like the “Attributes” and “More Attributes” tabs in ProjectWise Explorer. The intent is to have Deliverables Management export a spreadsheet containing vital data fields needed in a De...
about 1 month ago in Deliverables Management 0 Future consideration

"OR" function configuration in DDM / Distribution of Transmittal

Below is the detail scenario: Example: No of Document: 01 Document Number: Doc-001 Transmittal Number: TRN-001 Stakeholders: TRN creator: Person: A TRN Receivers / Reviewers: Person B & Person C (Withing same team, Let's say Civil Team) Enhanc...
12 months ago in Deliverables Management 1 Future consideration

RFI module - Originator needs to add additional information

My team has been using the RFI module for a few months now and a consistent piece of feedback has been, how can the originator or the RFI add some additional data to it after it has been issued to the Responder?
10 months ago in Deliverables Management 0 Future consideration

Align Priority with Scheduling in RFI tool

Within the RFI tool it is a mandatory requirement to assign a priority setting to the RFI (High, Medium, Low). Separately there is a requirement to add a response due date. Typically in project delivery the response date for an RFI or TQ aligns wi...
about 1 year ago in Deliverables Management 2 Future consideration

Add a distribution matrix to a package type other than a transmittal

We have created new package types that a distribution matrix would be beneficial
4 months ago in Deliverables Management 0 Future consideration

It would be really helpful if we can have multi select filter options on Deliverable management columns fields

For example, we have many classification defined for document types. And we want to multi select filter type just the way we do in the excel tables. See attached snapshot for better understanding
about 1 year ago in Deliverables Management 0 Future consideration

Remove the disconnect between PWDI & PWDM

Currently, internal reviews(using WFs) and external reviews (using PWDM) are 2 separate processes. There is no single master status on the document that reflects the live status in the project lifecycle. External communication stages shall also ha...
11 months ago in Deliverables Management 4 Future consideration

RFI - Send response button - Add confirmation button

When sending a response to an RFI the end user would benefit from an additional pop up window confirming that they wish to send the response.
10 months ago in Deliverables Management 0 Future consideration