Introduction
User Interfaces for Sending and Receiving Packages
Available Package Types
Transmittal / Submittal Design Review Workflow
Notification Emails
What's New?
New in ProjectWise Deliverables Management CONNECT Edition Update 7
New in ProjectWise Deliverables Management CONNECT Edition Update 6
New in ProjectWise Deliverables Management CONNECT Edition Update 5.1
New in ProjectWise Deliverables Management CONNECT Edition Update 5
New in ProjectWise Deliverables Management CONNECT Edition Update 4.1
New in ProjectWise Deliverables Management CONNECT Edition Update 4
New in ProjectWise Deliverables Management CONNECT Edition Update 3
New in ProjectWise Deliverables Management CONNECT Edition Update 2
New in ProjectWise Deliverables Management CONNECT Edition Update 1
Enabling ProjectWise Deliverables Management
Register a ProjectWise Project
Turn On ProjectWise Deliverables Management in Your Project
Associate a Work Area with a ProjectWise Project
Managing Participants from the Portal
Inviting External Participants to a Project
Accepting a Project Invitation from Another Organization
Adding an Internal Participant
Changing Permissions or Title of an Internal Participant
Permissions List
Sending Transmittals
To Create a Transmittal
To Add Recipients to a Transmittal Draft
To Add Documents to a Transmittal Draft
To Set Due Dates and Reminders for the Transmittal
To Open a Transmittal Draft
To Send a Transmittal Draft for Review
To Review a Transmittal Draft
To Delete a Transmittal Draft
To Issue a Transmittal
To Recall a Transmittal
To View Transmittal Responses
To Download Response Attachments and a Response Report for a Transmittal
To Unlock a Response
To Share a Transmittal with Other Internal Participants
To Send Updated Documents in a New Version of the Original Transmittal
Managing Incoming Submittals
To Acknowledge a Submittal
To Download the Contents of a Submittal
To Forward a Submittal
To Select an Internal Participant (delegate responder) to Respond to a Submittal on Your Behalf
To Request Submittal Responses from Additional Reviewers
To Respond to a Submittal
To Reject a Submittal
To View Submittal Responses
To Share a Submittal with Other Internal Participants
To Generate and Export a Submittal Response Report
PDF Review Workflow
Review PDFs, Add Additional Reviewers, Send Responses
View PDF Responses, Address Issues
Resend New Versions of PDFs
Verify Issues Have Been Fixed
View a Response for a Closed Issue
Issue Resolution Workflow Within the PDF Review Workflow
Sending RFIs
To Create an RFI
To Open an RFI Draft
To Send an RFI Draft for Review
To Review an RFI Draft
To Issue an RFI
To Recall an RFI
To Review and Accept or Reject RFI Responses
Managing Incoming RFIs
To Acknowledge an RFI
To Download RFI Attachments
To Forward an RFI
To Select an Internal Participant (delegate responder) to Respond to an RFI on Your Behalf
To Invite Additional Responders to Respond to an RFI
To Send Your RFI Response Back to the RFI Author
To Reject an RFI
To Review an RFI Draft Response Before Sending
Sending General Correspondences
To Create a General Correspondence
To Send a General Correspondence Draft for Review
To Review a General Correspondence Draft
To Issue a General Correspondence
To Recall a General Correspondence
To Review and Reply to General Correspondence Responses
Managing Incoming General Correspondences
To Acknowledge a General Correspondence
To Send Your Response Back to the General Correspondence Author
Searching and Filtering the Outgoing, Incoming, and Drafts Tabs
Generating and Exporting Reports for Outgoing or Incoming Items
Viewing the History of Outgoing and Incoming Items
Archiving Outgoing and Incoming Items
Configuring Portal Settings
Configuring Attribute Lists and Settings for Each Package Type
Transmittal Attributes and Settings
RFI Attributes and Settings
Submittal Attributes
Configuring the Attribute List for General Correspondences
Modifying Cover Letter Templates
To Upload or Edit a Cover Letter Template
Using Variables in the Cover Letter Template
Defining Purposes and Response Options
To Create or Edit a Purpose
To Reorder or Remove Purposes
Configuring Distribution Rules for Transmittals
Numbering Rules for Generating Package IDs
Defining Custom Classification Labels
Configuring Default 'Due Date' Settings for Acknowledgements and Responses
Notification Settings
Editing Email Notification Templates
Notification Variables
Configuring Sender Information for Notification Emails
Copying Settings from Another Project
Disabling Deliverables Management in the Project
Integrating with ProjectWise Web
Displaying Package Statistics in ProjectWise Project Insights
Using the ProjectWise Deliverables Management connector for ProjectWise Explorer
Managing Participants from the Connector
Initial Project Participants and Default Permissions
Changing the Title or Permissions of an Internal Participant
Adding Additional ProjectWise Users to the Internal Participants List
Overriding an Internal Participant's Group Permissions
Adding Portal-Only Internal Users from ProjectWise Explorer
Inviting External Participants to the Project from ProjectWise Explorer
Sending Transmittals (ProjectWise Explorer)
To Create a Transmittal (ProjectWise Explorer)
To Add Recipients to a Transmittal Draft (ProjectWise Explorer)
To Add ProjectWise Documents to a Transmittal Draft (ProjectWise Explorer)
To Set Due Dates and Reminders for the Transmittal (ProjectWise Explorer)
To Open a Transmittal Draft (ProjectWise Explorer)
To Send a Transmittal Draft for Review (ProjectWise Explorer)
To Review a Transmittal Draft (ProjectWise Explorer)
To Delete a Transmittal Draft (ProjectWise Explorer)
To Issue a Transmittal (ProjectWise Explorer)
To Recall a Transmittal (ProjectWise Explorer)
To View Transmittal Responses (ProjectWise Explorer)
To Share a Transmittal with Other Internal Participants (ProjectWise Explorer)
To Manually Import Attachments to Transmittal Responses into the Work Area (ProjectWise Explorer)
To Unlock a Response (ProjectWise Explorer)
To View the History of a Transmittal (ProjectWise Explorer)
To Send Updated Documents in a New Version of the Original Transmittal (ProjectWise Explorer)
Managing Incoming Submittals (ProjectWise Explorer)
To Acknowledge a Submittal (ProjectWise Explorer)
To Download the Contents of a Submittal (ProjectWise Explorer)
To Forward a Submittal (ProjectWise Explorer)
To Select an Internal Participant (delegate responder) to Respond to a Submittal on Your Behalf (ProjectWise Explorer)
To Request Submittal Responses from Additional Reviewers (ProjectWise Explorer)
To Respond to a Submittal (ProjectWise Explorer)
To Reject a Submittal (ProjectWise Explorer)
To Manually Import Submittal Documents into the Work Area
To View Submittal Responses (ProjectWise Explorer)
To Share a Submittal with Other Internal Participants (ProjectWise Explorer)
To View the History of a Submittal (ProjectWise Explorer)
Displaying Submittal Responses in the Document List
PDF Review Workflow (ProjectWise Explorer)
Review PDFs, Add Issues, Send Responses (ProjectWise Explorer)
View PDF Responses, Address Issues (ProjectWise Explorer)
Resend New Versions of PDFs (ProjectWise Explorer)
Verify Issues Have Been Fixed (ProjectWise Explorer)
View a Response for a Closed Issue (ProjectWise Explorer)
Sending RFIs (ProjectWise Explorer)
To Create an RFI (ProjectWise Explorer)
To Open an RFI Draft (ProjectWise Explorer)
To Send an RFI Draft for Review (ProjectWise Explorer)
To Review an RFI Draft (ProjectWise Explorer)
To Delete an RFI Draft (ProjectWise Explorer)
To Issue an RFI (ProjectWise Explorer)
To Recall an RFI (ProjectWise Explorer)
To Review and Accept or Reject RFI Responses (ProjectWise Explorer)
To Manually Import RFI Response Attachments
To View the History of an Outgoing RFI (ProjectWise Explorer)
Managing Incoming RFIs (ProjectWise Explorer)
To Acknowledge an RFI (ProjectWise Explorer)
To Forward an RFI (ProjectWise Explorer)
To Select an Internal Participant (delegate responder) to Respond to an RFI on Your Behalf (ProjectWise Explorer)
To Invite Additional Responders to Respond to an RFI (ProjectWise Explorer)
To Send Your RFI Response Back to the RFI Author (ProjectWise Explorer)
To Reject an RFI (ProjectWise Explorer)
To Review an RFI Draft Response Before Sending (ProjectWise Explorer)
To Manually Import Attachments to Incoming RFIs into the Work Area
To View the History of an Incoming RFI (ProjectWise Explorer)
Sending General Correspondences (ProjectWise Explorer)
To Create a General Correspondence (ProjectWise Explorer)
To Send a General Correspondence Draft for Review (ProjectWise Explorer)
To Review a General Correspondence Draft (ProjectWise Explorer)
To Issue a General Correspondence (ProjectWise Explorer)
To Recall a General Correspondence (ProjectWise Explorer)
To Review and Reply to General Correspondence Responses (ProjectWise Explorer)
Managing Incoming General Correspondences (ProjectWise Explorer)
To Acknowledge a General Correspondence (ProjectWise Explorer)
To Send Your Response Back to the General Correspondence Author (ProjectWise Explorer)
Searching and Filtering the Outgoing, Incoming, and Drafts Folders
Archiving Outgoing and Incoming Items
Generating and Exporting Reports for Outgoing or Incoming Items
Viewing All Deliverables Management Data Related to a Particular ProjectWise Document
Configuring Connector Settings
Defining Storage Locations for Imported Content
To Change the Import Storage Location for Attachments to Incoming Responses for Outgoing Transmittals
To Change the Import Storage Location for Incoming Submittal Documents
To Change the Import Storage Location for Attachments to Incoming Responses for Outgoing RFIs
To Change the Import Storage Location for Attachments to Incoming RFIs
Automatically Set 'Final' Status on Imported Submittal Documents
Changing the Assigned Global View
Changing the Primary Work Area