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Deliverables Management

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Send iModels to Customers w/ Deliverables Management

It will be necessary to send digital twins to customers for consumption/review in the same way drawings are sent to customers today. Currently, deliverables management is an excellent workflow for sending files and documents to customers, and inte...
1 day ago in Deliverables Management 0 Needs review

Validate document metadata before sending Transmittals

We act as the client and receive all of our deliverables through PWDM. We request the following metadata on every document we receive: document code, project code, location, originator, discipline, project milestone, location code, document type, ...
1 day ago in Deliverables Management 0 Needs review

Allow a non-owner to import documents before everyone has acknowledged a transmittal

The 'document controller' function on a project is the person who will import the documents from Deliverables Management into our PW Explorer. Currently, if all recipients have not yet acknowledged a transmittal, then the document controller canno...
1 day ago in Deliverables Management 0 Needs review

Distribution rule filed should be configurable - Mandatory or Non-Mandatory

It will be useful in case project is configured with DDM template and one should not be allowed to add participants manually. With this feature, Business will get benefits in terms of avoiding project delay as incorrect recipients' addition error ...
about 1 month ago in Deliverables Management 1 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...
7 months 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...
3 months ago in Deliverables Management 0 Future consideration

Automate Acknowledgment Upon Transmittal Opening and Mandatory Response Synchronization

Currently, the acknowledgment (“Acknowledge”) requires an additional click after opening a transmittal. I suggest that the acknowledgment be sent automatically upon opening the transmittal, eliminating the need for this extra step. This would stre...
3 months ago in Deliverables Management 1 Needs review

Make the "start responding" button a role based option

We have had a user cause a lot of "noise" by managing to send a large amount of emails to our internal team - all due to not following our usual process and getting himself caught up in a workflow he should not have been using. The user received a...
16 days ago in Deliverables Management 0 Needs review

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

Integration Between Deliverables and Documents Modules in ProjectWise

To improve the integration between the Deliverables and Documents modules in ProjectWise, it is proposed that once a document is placed in Deliverables, it should be possible to identify whether the document was sent via the platform or received f...
3 months ago in Deliverables Management 0 Future consideration