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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...
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

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.
3 months ago in Deliverables Management 0 Needs review

Make a transmission evolve ( traceability of a communication lifecycle)

Often a transmission start with a general communication which evolve into an RFI who will then turn into a transmission. Request to to allow this type of evolution in our communications to keep traceability on the decision. ( understand how a deci...
3 months 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.
3 months 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...
3 months ago in Deliverables Management 0 Needs review

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

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

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