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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

Send Permissions for General Correspondence only

Would be good to have a similar function to Aconex, InEight etc where we can assign permissions for users to send General Correspondence and RFI's, but keep the transmittal send permission separate. The transmittal function is a contractual submis...
over 2 years ago in Deliverables Management / Permissions & Security 3 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
about 2 years ago in Deliverables Management 1 Future consideration

DELIVERABLES MANAGER - redirect RFI when someone is on leave

Is it possible to have an out of office / rule setup for when a user is on leave for RFIs that they are sent. As we are unable to send to more than 1 'To' contact queries can be left unanswered until users returns to work. an option for user to re...
almost 3 years ago in Deliverables Management / RFIs 2 Future consideration

Change a due date

Possibility of changing the due date of a transmittal.
over 1 year ago in Deliverables Management 0 Needs review

Add link to previous transmission

We are at 100th version of a transmisisons A document was add at transmisison 15-V1, a new version at 27-V2 and a new version at 87-V3 At transmisison 97 we see under the pending document section. the pending documents However we have no possibili...
4 months ago in Deliverables Management / Search & Traceability / Transmittals 0 Needs review

"Export to Excel" ALL transmitted documents from multiple projects/all projects at once, instead of individually

Use for: Document Control Lead Audits, company QA control audits, and Managers/Directors Why?: Company can have an overview of all projects/clients/responses on one excel instead of running multiple reports and manually combining. Basic overview: ...
4 months ago in Deliverables Management 0 Needs review

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...
almost 3 years ago in Deliverables Management / Admin & Setup 2 Future consideration

Forwarded RFI using the same ID

When following up regarding the forwarded RFI, user often use the ID of the original package for communication with the team. This has cause confusion as the ID of forwarded package is different from the original submission. The Originator cannot ...
about 1 year ago in Deliverables Management 1 Needs review

Distribution Matrix for GC and RFI

Distribution Matrix is setup for Transmittals and can't be used for RFI or GC's as of now. When a project which has a lot of organizations working together (like a JV), the Distribution matrix will be useful in all forms of Communications from Del...
over 3 years ago in Deliverables Management 1 Future consideration

Make "Importing Package Files" a background task

Currently when acknowledging Submittals in PW Explorer that have large documents in them, it takes a long time for the documents to download and import. This morning I had 14 transmittals to acknowledge, many having large models greater than 1GB f...
almost 2 years ago in Deliverables Management 0 Future consideration