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Status Shipped
Categories RFIs
Created by Guest
Created on Jun 23, 2023

Create option to select "Confidential Data Included" with RFI's and General Correspondence like you can in Transmittals.

The option to select "Confidential Data Included" in Transmittals is very helpful with confidential data and attached files. We have a need for this in RFI's and General Correspondence as well.

Practical use of functionality?

Consistent options for all workflows.

What is the impact of not doing this?

We have to find alternative solutions that are outside the PW365 environment. This is not a desired method to work as a team.

  • Guest
    Aug 20, 2024

    The Confidential option was added for general correspondence packages. The same ability for RFI package is tracked in idea https://projectwise365.ideas.aha.io/ideas/PWDI-I-594.

  • Guest
    Sep 18, 2023

    I was made aware of ProjectWise Manage Portfolio
    Title: Session: How to Better Manage Portfolio and Supply Chain Collaboration
    https://event.on24.com/wcc/r/4248079/5B3C76566F2364F2EF2F88645E6D1DB2/4766394?mr=s


    Question is PWDM could be merge with PWMP? I have the feeling that the security and confidential is more robust and already build-in under PWMP which seems and evolution of BCDE (https://www.bentley.com/software/bcde/)

    Having PW, PWDM and PWMP under one single integration would bring lots of benefice to an organisation that need to manage Projects being part of a Program which in turn is under a Portfolio

16 MERGED

RFI Package type should have confidential flag

Merged
Hello PWDM Team, The "Confidential" capability that was enabled on "Genera Correspondence" type is very helpful and appreciated. There are similar use cases to make the RFI Package type to have a "Confidential" flag so that it has limited visibili...
over 1 year ago in Deliverables Management / RFIs 0 Shipped