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Deliverables Management

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Send to Deliverables - Additional options for RFI/General Correspondence/Custom types

Currently the Send to Deliverables menu from the documents panel defaults any document sent to the Transmittal type. It would be nice for this to also include the ability to choose or change the type of deliverable to the RFI or General Correspond...
13 days ago in Deliverables Management 0 Future consideration

Allow custom attributes on Transmittals

We currently have the ability to add custom attributes to General Correspondence and RFIs, but we only have the 'Classification' option for Transmittals. I know we can add attributes to the documents themselves, but we also need to capture more in...
27 days ago in Deliverables Management 0 Future consideration

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...
4 months ago in Deliverables Management 0 Future consideration

Allow selection of user lists as recipients for transmittals

Currently only individual users can be selected as recipients when sending DM transmittals. Allow selection of multiple users by choosing user lists/user groups that already exist in PW Administrator.
2 months ago in Deliverables Management 0 Future consideration

Dropdown menu for filter

Our production would like to have a drop down menu for each filter in the incoming and outgoing to facilitate multiple choice. Something like excel where we can search and tick a box
about 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...
5 months ago in Deliverables Management 0 Future consideration

One PWProject for Internal and External parties

Currently, internal and external are using separate PW Projects for DM. We have to add external parties through "add external organization feature" and that basically creates a separate PW project for the external parties. As of today, If we put b...
about 2 months ago in Deliverables Management 0 Future consideration

Issues should have the same ID in the redline annotations and in the markup listing

When markups are added to a transmittal by the reviewers and then returned to the submitter, the submitter sees the receiving in ID numbering on the redline annotations (e.g. SUB-0001) however in the Markup listing with the comments the issues are...
2 months 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...
about 1 year ago in Deliverables Management 1 Future consideration

Allow new version in accepted document

When we create a new version of the transmission, we have a view that allow the users to see documents base on their acceptance. Only the to update document show the new version action. For document under accepted document, we found out that we of...
24 days ago in Deliverables Management 0 Future consideration