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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

Showing 220 of 1425

Issues should have the same ID in the redline annotations and in the markup listing

When markups are added to a transmittal by the reviewers and then returned to the submitter, the submitter sees the receiving in ID numbering on the redline annotations (e.g. SUB-0001) however in the Markup listing with the comments the issues are...
about 1 year ago in Deliverables Management 0 Future consideration

Transmittals Autofill Title (Description)

Deliverables management to utilize data within the project in ProjectWise for the Title (Description) for Transmittals and submittals.
over 1 year ago in Deliverables Management 0 Needs review

Recipients of a General Correspondence (GC) to See All other Recipients of a GC

Where Company A or Company B have issued mail that included Company C team members as recipients, neither Company A nor Company B can see Company C recipients listed after the mail has been sent. Company A and Company B are also unable to see any ...
almost 4 years ago in Deliverables Management 0 Planned

Bulk download Transmittals and Submittals

What We Have: We have the ability to select and download all incoming items. We can download all responses available in outgoing items. What We Don’t Have: We lack the ability to download our responses that are enclosed within incoming ite...
over 1 year ago in Deliverables Management / Analytics & Reporting / Transmittals 0 Future consideration

Validate document metadata before sending Transmittals

We act as the client and receive all of our deliverables through PWDM. We request the following metadata on every document we receive: document code, project code, location, originator, discipline, project milestone, location code, document type, ...
11 months ago in Deliverables Management 0 Needs review

Allow a non-owner to import documents before everyone has acknowledged a transmittal

The 'document controller' function on a project is the person who will import the documents from Deliverables Management into our PW Explorer. Currently, if all recipients have not yet acknowledged a transmittal, then the document controller canno...
11 months ago in Deliverables Management 0 Needs review

Delegate RFI/Submittal without requiring full admin

Please allow RFI/Submittals to be delegated, without requiring the user to have full admin permissions. We need document controllers to delegate RFIs when people are away, but we dont want them to be able to change permissions or edit project deta...
almost 5 years ago in Deliverables Management / Admin & Setup  / RFIs 4 Future consideration

Include links to document or set in deliverables management transmittal

rather than attachments (which would be uncontrolled once downloaded) it is far better to send a link to a file / set located in PW via transmittal. This could be as a link in the cover letter or an option to go to folder when viewing the transmit...
about 3 years ago in Deliverables Management 3 Will not implement

Remove ack required to view attachments in General Correspondence

Remove the requirement for General Correspondence to be acknowledged by all recipients marked "ack required" in order to view attachments, or enable a delegate function.
about 2 years ago in Deliverables Management / Admin & Setup  / General Correspondence 11 Planned

RFI - Send response button - Add confirmation button

When sending a response to an RFI the end user would benefit from an additional pop up window confirming that they wish to send the response.
about 2 years ago in Deliverables Management / RFIs 0 Future consideration