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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

Showing 220 of 1425

Unlock a response should unlock the issue

When we send a response and ask to unlock that response. The issue attach to the document cannot be edit .
over 1 year ago in Deliverables Management 0 Needs review

Identify open issue

From the Incoming or Outgoing We need a quick way to see which transmission has open issue and the state or the issue,
over 1 year ago in Deliverables Management 0 Future consideration

PWDM Distribution Matrix

Each time we make a change to the distribution matrix, we keep an history We will require a field to document the change made to the matrix. The field should work like the comment we can add to a document.
over 1 year ago in Deliverables Management 0 Needs review

Distribution matrix rules definition to be transfer to department

We have lots of request regarding rules for the distribution matrix and we would like to have a central location, where each department could create their own rules in the distribution matrix for PWDM. Without having to rely on an excel sheet.
over 1 year ago in Deliverables Management 0 Needs review

Response History

When we receive a new version of a transmission, for each documents, we can display a response history under my response. We would like to have this response history available to specific user/group.Example the document Control Group. We would als...
over 1 year ago in Deliverables Management 0 Future consideration

set document status in previous transmission version

At transmission version H we give a status and a comment to a document If the same document exist in previous version without any status and comment. The system should mark the document in previous version of the transmission as: Document status: ...
over 1 year ago in Deliverables Management 0 Needs review

Create new project for external

Request is to better detail what happen when we invite someone to create new project. User who receive the invite get few indications about which option to choose especially if he expand to see the advance options
over 1 year ago in Deliverables Management 0 Needs review

Recall by new version

We have two version of the same Transmission • TRA which contain 10 documents (01.....10) being version 01 • TRB which contains 3 documents (02/04/06)  in version 02 We would like the system to compare the two transmissions and i...
over 1 year ago in Deliverables Management 0 Needs review

RFI CC Notifications

At present RFI cc recipients will only receive a notification when an RFI is issued and closed. They are not receiving notifications when a final response has been sent which is causing delays particularly where the original RFI issuer is on leave...
over 1 year ago in Deliverables Management 0 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 ...
over 2 years ago in Deliverables Management 1 Will not implement