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Deliverables Management

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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, ...
almost 2 years 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...
almost 2 years ago in Deliverables Management 0 Will not implement

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

Mark all documents is ticked by default

For a Transmittal has more than one attachments (can be hundreds/thousands documents), the mark all documents should be ticked by default to avoid leaving other documents response pending.
almost 2 years ago in Deliverables Management 2 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...
over 2 years ago in Deliverables Management 0 Future consideration

Define the format for deliverable versions

In deliverables, new versions of a transmittal are currently listed alphabetically. There should be an option to list them numerically so that they can align with the established coding in the company or project.
8 months ago in Deliverables Management 1 Needs review

Better People Management Tools

Allowing the Internal Project Administrator to add & delete individual external users to the project. If "project manager" from the external organization leaves the project or their company, I should be able to delete just that user and not ha...
over 1 year ago in Deliverables Management 2 Will not implement

Deliverable Management Column size

I trying to change the column width size but once I refreshed it will come back again to the original column width size.
8 months ago in Deliverables Management 0 Needs review

Full texte editor for transmission review

When we send a transmission for review, Request is to have a full text editor for the review message
over 1 year ago in Deliverables Management 1 Future consideration

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
8 months ago in Deliverables Management 2 Needs review