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Pinned ideas

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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Change Ttile

We are unable to change the title of the participants assign to a PWDM under Infrastructure cloud
11 months ago in Deliverables Management 0 Needs review

Redirect from Bentley Web Portal to ProjectWise Explorer

Due to an organization recently becoming federated and no longer able to use a logical account tied to a Bentley IMS account. With Bentley's help, the organization has NOSSO account set up for their Bridge Office IMS account. They can get to packa...
almost 2 years ago in Deliverables Management 3 Already exists

List Documents attached in body of Notification

The email notification issued for transmittals currently only displays the amount of documents or attachments and does not list the attachments individually. Would like the ability to list the documents/attachments into the email notification of t...
almost 2 years ago in Deliverables Management 2 Future consideration

Download of RFI Packages - Size Restrictions

When trying to download packages of RFI's submitted via the Deliverables Management Portal, an error is received that we cannot download packages where the combined attachment size exceeds 200mb. This seems to be a strange restriction and means...
about 2 years ago in Deliverables Management 0 Future consideration

Deliverable connector for PWE

Our production increase its use of PWDM to review document. As such we are in a need to a to push a document status to a specidic attribut
about 1 year ago in Deliverables Management 0 Future consideration

Removing assigned Consolidator, then assigning a new one

The user removed the assigned Additional Reviewers and Consolidator since she wants to replace the assigned Consolidator but upon adding again Additional Reviewers and tagging one user as Consolidator, the user encounters an error and the process ...
about 1 year ago in Deliverables Management 0 Needs review

Send Document to a Correspondence instance directly from Unified portal DMS

From External User Hello, Would it be possible to add an option to send a file or initiate a Transmittal from the Documents section of PW 365? We do have the option to send a file to DM from PWExplorer, a similar option in PW365 would be useful. P...
about 3 years ago in Deliverables Management 0 Future consideration

Display document status under IRS

Under the issue resolution system, the production team will need to display the document status of the transmission. Examle: The team will need to filter issue by document status. How many issue we have based on the document status » Approve with ...
about 1 year 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 2 years ago in Deliverables Management 1 Future consideration

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...
about 2 years ago in Deliverables Management 2 Will not implement