When an external organistion is invited to a project, they inherit the full available recipient list/address book (of external and internal users) for sending RFI's, General Correspondence and Transmittals.
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Practical use of functionality?
Where an external organisation needs to send correspondence to multiple organisations on the project, or cc other external organisations who are existing members of the project, they need to have full visibility of the users on the project for sending this information. |
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What is the impact of not doing this?
In many instances there is more than one external organisation on a project, and often these External organisations may need to cross communicate between each of the organisations or cc in on RFI's, General Correspondence and Transmittals. External Organisations are currently unable to send to other external organisations unless the Project owner forward everything separately when received, or the Ext Org re-invite the other external Orgs to their project. This then means the organisations end up with Multiple Project Sites for the one project and have to remember which one relates to which external organisation. |
UPDATE FIX: According to Bentley, Where multiple external organisations are part of your project, Each external Organistion will need to invite at least one member of the other organisation as an external user However (and this is the key step) in order to prevent the contractor from having multiple DM sites, the individuals accepting the invitations need to select the Advanced options (below the Accept invitation button in the email - see screenshot), then click Accept and select existing project to select the project they are already a member of. If every contractor does this step, their respective address book is updated with all contractors and keeps all DM mail in a single project
Given this idea was raised in 2023, has there been any movement on this at all? We continue to have major confusion with our external participants having separate DM sites for the same project because each external organisation needs to add each other. In some cases our External Organisations are ending up with 3 sites which also means their RFI reporting is managed across 3 different sites