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Deliverables Management

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Send to Deliverables - Additional options for RFI/General Correspondence/Custom types

Currently the Send to Deliverables menu from the documents panel defaults any document sent to the Transmittal type. It would be nice for this to also include the ability to choose or change the type of deliverable to the RFI or General Correspond...
14 days ago in Deliverables Management 0 Future consideration

Automate Acknowledgment Upon Transmittal Opening and Mandatory Response Synchronization

Currently, the acknowledgment (“Acknowledge”) requires an additional click after opening a transmittal. I suggest that the acknowledgment be sent automatically upon opening the transmittal, eliminating the need for this extra step. This would stre...
about 1 month ago in Deliverables Management 1 Needs review

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...
29 days ago in Deliverables Management 0 Future consideration

Auto Close Transmittal after Due Date (Even if Review is not completed)

Why is it useful? It will helpful to meet project time line and can't stop project progress. Who would benefit from it? All stakeholders (Business, Project Team, Reviewers, Contractor, Etc..) How should it work? Bentley can introduce new option wh...
4 months ago in Deliverables Management 0 Future consideration

Integration Between Deliverables and Documents Modules in ProjectWise

To improve the integration between the Deliverables and Documents modules in ProjectWise, it is proposed that once a document is placed in Deliverables, it should be possible to identify whether the document was sent via the platform or received f...
27 days ago in Deliverables Management 0 Needs review

Clarification Needed in Deliverables Notifications: PW Explorer vs. PW Web

Deliverables notifications currently include buttons labeled “OPEN in PWE” and “Open in Portal.” This can be confusing for clients who are not familiar with the different ProjectWise options. It is suggested that these buttons be renamed to more c...
28 days ago in Deliverables Management 1 Needs review

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 ...
8 days ago in Deliverables Management 0 Needs review

Provide reporting and automated notification on any "Partial response" to submittal.

In cases where multiple documents are issued to a recipient for approval, and the recipient initially submits response to only one (or less than all) of the issued documents, there is no way to be aware of this 'partial response'. The responder wi...
9 days ago in Deliverables Management 0 Needs review

Allow selection of user lists as recipients for transmittals

Currently only individual users can be selected as recipients when sending DM transmittals. Allow selection of multiple users by choosing user lists/user groups that already exist in PW Administrator.
2 months ago in Deliverables Management 0 Future consideration

Dropdown menu for filter

Our production would like to have a drop down menu for each filter in the incoming and outgoing to facilitate multiple choice. Something like excel where we can search and tick a box
about 2 months ago in Deliverables Management 0 Future consideration