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Deliverables Management

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Allow to create a global template for the cover letter

(List sorted by importance) Allow setup a global template for coverletter allow setup company CI for color, and fonts used on the Bentley webpage. Allow bulk update several project to an updated Coverletter
6 months ago in Deliverables Management 2 Needs review

Auto refresh/system propagation when attributes are update

Request is to have the system propagate any changes we do on attributes Example we have modify an attribute name to add * to indicate a mandatory field. Because of this change when insert a document the attribute value did not get transfer to the ...
6 months ago in Deliverables Management 0 Needs review

Transmittal - Delegate v Transfer

When you delegate your request to respond to a Transmittal, it owuld be helpful to see that when the response is submitted by the delegated person that the status represented shows the name of the delegated person - not the original recipient. Thi...
about 2 years ago in Deliverables Management 2 Will not implement

Current year as a variable in codification

It would be important to have the year as a variable in the coding.
7 months ago in Deliverables Management 0 Needs review

Option to create a PWDM package on behalf of another user

Useful when a user needs to send a package on the behalf of another user that will need to respond to the package. Similar to the option in Outlook where you can coordinate a meeting on the behalf of another user.
about 1 year ago in Deliverables Management 1 Future consideration

Implement an option to limit the amount of time a transmittal can be recalled?

Is it possible to have the option to choose the time in which you can make a "recall" to a transmittal? Currently, you can do a recall after weeks and although this action is traced, at a practical level it can be the case of working with docum...
about 2 years ago in Deliverables Management 2 Future consideration

Allow properties of a form to stay active in transmission cycle

When an issue is create as part of PWDM transmission, all the field get read only. We would require to have a certain type of field to stay enable at any stage of a transmittal. We would also require a field filed that can be edit on by the sender...
7 months ago in Deliverables Management 2 Needs review

Copying Transmittal Package Type or allowing approval in GC

I had a request earlier regarding copying the Transmittals Package Type when adding a new package type, since the system generating a new package type by defaut as "General Correspondence", i think better if you could add an Approval Section on it...
over 1 year ago in Deliverables Management 0 Future consideration

Generating Report

Suggest to add a Report tab in the same level as Incoming, Outgoing & Draft tab. There are a lot of unnecessary details in the generated report and some of main details are missing. All submitted documents are repeatedly listed in the report, ...
over 1 year ago in Deliverables Management 3 Future consideration

Copying Transmittal Package Type

When adding a new package type, the system creating it based on "General Correspondence" package type by default, why it cannot copy the "Transmittal Package Type" instead as it will be very useful specially for the documents requires approval. Pl...
over 1 year ago in Deliverables Management 0 Will not implement