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Deliverables Management

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Suggestion: Adding an Additional Field for Reference Transmittal Linked to Parent

Proposal: Introducing Enhanced Transmittal Connection and Reference Feature We have identified situations where it becomes necessary to establish connections between two or more transmittals without utilizing the resend new version or forwarding t...
11 months ago in Deliverables Management 2 Future consideration

download PDF markup with summary

when downloading PDF markup with summary, even the issue info is available but users can't tell which the markup the issue was created from
4 months ago in Deliverables Management 1 Already exists

To be able to select from the default email notification those that will only be relevant to the project/users

The user will just identify the email notifications that will be relevant/useful to them to minimize the volume of emails they receive. This will also help save memory space in the server
7 months ago in Deliverables Management 1 Future consideration

CLOSE REVIEW AFTER DUE DATE PASSES

There needs to be an option which "closes" a review session preventing further comments once the review due date passes and sends a notification to the originator that the review is closed
8 months ago in Deliverables Management 0 Future consideration

Add DM to contextual menu

Add to the contextual menu of the web viewer the option to send documents to a DM transmission ( TR, RFI or GC). As the document is send to a transmission, this will be record in the transmission history.
10 months ago in Deliverables Management 1 Future consideration

Parallel & Multiple Document Reviewers

Assign multiple reviewers to a review session, allow them to approve and markup in parallel. Identify which reviewers have approved and which haven't with audit report.
almost 1 year ago in Deliverables Management 6 Will not implement

Recipient's company and title information could be edited in 'Documents' connection in PW365

Internal user invited their vendor as external organization, and created new transmittal to vendor. When they selected the recipients, the external organization's company name will also use the name of internal company. And recipients' title are a...
about 1 year ago in Deliverables Management 1 Future consideration

Download all attachments for General Correspondence and RFI

Having a button to download all attachments as part of the RFI and General Correspondence, rather than having to open/download documents one by one
8 months ago in Deliverables Management 0 Future consideration

To re-assign a different consolidator after removing the additional reviewers

Currently, once the user assigned a consolidator and then later need to change the consolidator (by removing all the additional reviewer and assigning a new set), the user encounters an error and can no longer proceed
8 months ago in Deliverables Management 2 Needs review

Project JV

We face a situation where the confidentiality of the communications is a key factor to setup a project. As such we end up with having to setup there project to have three distinct DM transmittal distribution center. Request is to allow to setup mu...
10 months ago in Deliverables Management 2 Future consideration