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Deliverables Management

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External Participant profile edition

For Deliverables management, we are redirect to the external participant list. Once there we cannot edit their profile. Request is to allow full profile to fill as many details as need to allow us to manage externals.
11 months ago in Deliverables Management 1 Future consideration

Restrict who can accept/close an RFI to users within same organisation

To avoid RFIs being closed in error by users in same DM group but to enable them to be closed in absence of originator, can RFIs be closed by user within same organisation.
11 months ago in Deliverables Management 0 Will not implement

ProjectWise Deliverables Management – Additional Reviewers Shown As Recipients

PW = ProjectWise DM = Deliverables Management We use PW DM for document review, markup, actions and action tracking. With the PW DM distribution matrix, our process is that we add Additional Reviewers (AR), extra to the Reviewer (R). See attached ...
over 1 year ago in Deliverables Management 1 Future consideration

External User - default receive package permissions in 365

The current Deliverables Management Default Setting in 365 user management has users set to "Read & Create Draft only" permissions after accepting an invite. This means until the organisation Administrator creates a new role with "Receive" per...
11 months ago in Deliverables Management 2 Will not implement

RFI Report - Include Delegated/Additional Responders in RFI Report Tab

The current RFI report only includes the original TO: recipient. Where an RFI is delegated to another user or sent to additional responders, the report only shows the original responder. The raw data export contains some of this information, but i...
11 months ago in Deliverables Management 1 Will not implement

Push document status per package Purpose

We have the possibility to push the status of a document The request is to have this option per package Purpose. We have internal review 001 and we wanted to track this for each documents for each package Purpose Then we have review 002 that push ...
7 months ago in Deliverables Management 1 Will not implement

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...
over 1 year ago in Deliverables Management 1 Future consideration

Additional Tabs Dispaly (except Incoming/Outgoing/Draft)

The PWDM/365, the tabs are cross-linked and sort of hidden beneath each other as it is falling under main tabs only which is INCOMING, OUTGOING only, unlike with Eadocs (Bentley PWCM) for example, all necessary package types are displayed such as ...
about 1 year ago in Deliverables Management 1 Will not implement

Column Adjustments

The columns cannot be adjusted to see the full subject of the submitted document, would suggest that the columns are movable.
about 1 year ago in Deliverables Management 1 Will not implement

DM Response PDF Export with Markup and Comments

For Deliverables Management to be adopted, it needs to include features to be able to export issues made during the PDF review process and map it back to the individual markup and PDF. Currently the export feature only display the markup but not t...
almost 2 years ago in Deliverables Management 0 Future consideration