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Deliverables Management

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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 2 years ago in Deliverables Management 1 Future consideration

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 3 years ago in Deliverables Management 0 Planned

Deliverables Management Notifications

There should be an option to add someone that you wish to receive notifications of the review i.e there may be more than the person who submits the file that needs to know when a file is approved/rejected.
over 2 years ago in Deliverables Management 1 Future consideration

General Correspondence - A checkbox that selects the entire Recipient list for Acknowledge and Respond

Can we please have a checkbox that sits above the entire Acknowledge & Respond column so that if you are sending a General Correspondence to a large number of people and you want to turn Acknowledge on or off, you can do this for the entire li...
over 2 years ago in Deliverables Management 2 Future consideration

Configurable naming / numbering convention aligned to ISO 19650

Transmittal, Issue, RFI, RFA, etc forms should have configurable naming containers which are aligned to Project / Company as well as ISO naming conventions and containers (Project-Originator-Location-Level-Doc Type-Author-number) eg 7001-BBH-ZZ-ZZ...
12 months ago in Deliverables Management 0 Future consideration

External Organization

We invite external participants so they can have their own PWDM. Once a transmission is sent ( for information), the externals would need to add comments directly on the native PDF. Being external they do not have a direct access to the pdf. Reque...
4 months ago in Deliverables Management 1 Needs review

general Correspondence comment

When we add a comment under the general tab The format of the paragraph is not maintain Which lead to a single paragraph, that looks like a long sentence. really hard to read Request is to have the paragraph return to be supported
12 months ago in Deliverables Management 1 Will not implement

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 three projects to have three distinct DM transmittal distribution center. Request is to allow to setup m...
over 1 year ago in Deliverables Management 2 Future consideration

Show custom attributes in views

Problem: hello, in the custom attributes that we can setup on the transmittal, RFI and general correspondence we have created items that need to be tracked and logged within the system. But the only way to review the fields is either by exporting ...
over 2 years ago in Deliverables Management 1 Will not implement

Recalling a responded/closed transmittal must require confirmation first from the recipient before it proceed

It is understandable that there may be cases wherein responded/closed Transmittal might still need to be recalled, but said recall must be agreed first by both the sender and the recipient. This can be done by adding the process wherein the recipi...
over 1 year ago in Deliverables Management 3 Future consideration