Skip to Main Content
Need Support? Let’s guide you to the right answer or agent.
ADD A NEW IDEA

Admin & Setup

Showing 9 of 1425

User friendly front end view and editing of distribution matrix

We need a user friendly way for project co-ordinators to update the distribution matrix without needing to download, amend and then upload the spreadsheet matrix again. The co-ordinators should be able to select a Distribution Rule name and edit t...
7 months ago in Deliverables Management / Admin & Setup 1 Needs review

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...
over 1 year ago in Deliverables Management / Admin & Setup  / Transmittals 7 Needs review

Distribution rule filed should be configurable - Mandatory or Non-Mandatory

It will be useful in case project is configured with DDM template and one should not be allowed to add participants manually. With this feature, Business will get benefits in terms of avoiding project delay as incorrect recipients' addition error ...
12 months ago in Deliverables Management / Admin & Setup 1 Future consideration

Align Priority with Scheduling in RFI tool

Within the RFI tool it is a mandatory requirement to assign a priority setting to the RFI (High, Medium, Low). Separately there is a requirement to add a response due date. Typically in project delivery the response date for an RFI or TQ aligns wi...
over 2 years ago in Deliverables Management / Admin & Setup  / RFIs 2 Future consideration

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...
about 1 year ago in Deliverables Management / Admin & Setup 0 Future consideration

Delegate RFI/Submittal without requiring full admin

Please allow RFI/Submittals to be delegated, without requiring the user to have full admin permissions. We need document controllers to delegate RFIs when people are away, but we dont want them to be able to change permissions or edit project deta...
almost 5 years ago in Deliverables Management / Admin & Setup  / RFIs 4 Future consideration

Remove ack required to view attachments in General Correspondence

Remove the requirement for General Correspondence to be acknowledged by all recipients marked "ack required" in order to view attachments, or enable a delegate function.
about 2 years ago in Deliverables Management / Admin & Setup  / General Correspondence 11 Planned

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...
almost 3 years ago in Deliverables Management / Admin & Setup 2 Future consideration

Granular Control of Deliverables Management Permissions

As this is the module used primarily by a Document Controller, there needs to be additional options for Team Members who cannot create transmittals but can only read (view) and respond to a transmittal once received.
5 months ago in Deliverables Management / Admin & Setup  / Permissions & Security 0 Needs review