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Deliverables Management

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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: ...
3 months 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
3 months ago in Deliverables Management 0 Needs review

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 2 years ago in Deliverables Management 2 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 1 year ago in Deliverables Management 0 Future consideration

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...
3 months ago in Deliverables Management 0 Needs review

Dialogue Box for revoking additional reviewers

To be able to record the reasons why reviewers were not able to response or why they were revoked, for future reference. Also, an additional comment variable which can be added to the email notification template once the additional reviewer is rev...
over 1 year ago in Deliverables Management 3 Future consideration

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...
over 1 year ago in Deliverables Management 2 Future consideration

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...
over 1 year ago in Deliverables Management 1 Future consideration

Change Title of Participants

For PWDM, there can be configured only two following Titles: Project Administrator and Team Member. But the Project Administrator appears as Project Manager on the deliverables platform, which should be changeable because the platform administrato...
3 months ago in Deliverables Management 1 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...
3 months ago in Deliverables Management 0 Needs review