ProjectWise Deliverables Management Portal Help

To Change the Import Storage Location for Attachments to Incoming Responses for Outgoing RFIs

Use the following steps if you want to change just the root storage folder for this type of incoming content, just the subfolder into which documents are imported, or both.

  1. To change the name or location of the root storage folder for attachments to incoming responses for outgoing RFIs, do the following:
    1. In ProjectWise Explorer either rename the existing root storage folder, or move the existing folder to another location under the current project, or create a new folder under the current project.
    2. Open the Deliverables Management Settings dialog (right-click the Deliverables Management node in your work area and select Settings).
    3. On the Storage tab, select the RFI tab.
    4. Click the Select button next to the Store RFI responses in field. Browse to and select the folder you created in step a and click OK.
  2. To change the naming format you want to use to create the subfolder into which documents are imported, in the same section on the RFI tab, select one of the following:
    Option Description
    Package ID (default) The folder into which the documents are imported is created upon import (if it does not already exist) and will be named after the outgoing RFI's ID number.
    Company name/Package ID Two folders will be created on import (if they do not already exist): the first folder is a subfolder under the root storage folder and will be named after the organization who sent the response to the RFI, and the second folder (the actual folder into which the documents are imported) is a subfolder under the first folder and will be named after the outgoing RFI's ID number.
    Classification/Package ID Two folders will be created on import (if they do not already exist): the first folder is a subfolder under the root storage folder and will be named after the classification assigned to the outgoing RFI, and the second folder (the actual folder into which the documents are imported) will be created under the first folder and will be named after the outgoing RFI's ID number.