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PINNED 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...

Deliverables Management

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Select Attribut to be add to transmission

Request is to have more flexibility when adding documents to a transmission to extract the attributes. In the same way we can have mulitple cover letter, we would like to have the possibility to select which set of attribut to be retrieve.
8 months ago in Deliverables Management 0 Needs review

Allow cross organisation

Under the Construction join venture ( CJV) the Designer expose they folder structure so we can have a direct access to their documents. At some point either organisation will need to create a transmission and add documents cominng from either side...
8 months ago in Deliverables Management 3 Needs review

OPTION TO ADD EXTERNAL USERS AS RFI RESPONDERS

CURRENTLY WHEN FORWARDING AN RFI TO AN EXTERNAL PARTY, THE RESPONSE RECEIVED IS NOT AUTOMATICALLY TIED TO THE ORIGINAL INCOMING RFI AND THEREFORE WHEN THE RESPONSE FROM THE EXTERNAL FORWARDED PARTY IS RETURNED, THERE IS NO CONNECTION AND THE ORIGI...
8 months ago in Deliverables Management 1 Already exists

Summary Report for Single Transmittal-Export PDF

To have a function as Export to PDF for RFI but to Transmittal. The report or exported PDF should contain information of the response status, comments, transmittal information in a single document. This document can be use as hardcopy backup, supp...
8 months ago in Deliverables Management 0 Needs review

Edit Deliverable Issues Form

Form fields should be configurable to add, remove, or modify according to project needs Workflow steps should be adaptable to match different approval processes The ability to set mandatory and optional fields based on project requirements Option ...
8 months ago in Deliverables Management 0 Needs review

Make a transmission evolve ( traceability of a communication lifecycle)

Often a transmission start with a general communication which evolve into an RFI who will then turn into a transmission. Request to to allow this type of evolution in our communications to keep traceability on the decision. ( understand how a deci...
over 1 year ago in Deliverables Management 0 Future consideration

SQL statement to populate Transmittal/Submittal Attributes

The select query does not work with the document attribute in the PWDM Portal. the views assigned to DM then cannot pull in existing Picklist in PW and Picklist needed to be updated manually
over 1 year ago in Deliverables Management 0 Future consideration

External Organisations Recipients Visible to other External Organisations

When an external organistion is invited to a project, they inherit the full available recipient list/address book (of external and internal users) for sending RFI's, General Correspondence and Transmittals.
almost 2 years ago in Deliverables Management 2 Future consideration

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...
over 3 years ago in Deliverables Management 0 Future consideration

Approval Status to be shown on main page

is it possible to see the approval status of the documents like A, B, C, or D status, instead of seeing only "Acknowledged" and "Responded" on the landing page of the syatem.
over 2 years ago in Deliverables Management 0 Future consideration