ProjectWise Deliverables Management Portal Help

To Set Due Dates and Reminders for the Transmittal

  1. While working on a transmittal draft, select the Scheduling tab on the Transmittal Draft window.
  2. Planned issue section:
    • Issue date - Click in the field to open the calendar, then select the date by which you would like to issue the transmittal.
    • Send reminder - Optionally, enter the number of days prior to the issue due date that you want a reminder to be sent to you.
  3. Acknowledgement due date section:

    Set the date by which the recipient(s) of the transmittal who are required to acknowledge must acknowledge that they have received the transmittal.

    • Days after issue - Select this option if you want the acknowledgement due date to be a specific number of days after the transmittal is issued, and then enter how many days after issue that should be.
    • Fixed date - Select this option if you want to set a fixed date by which you need to receive acknowledgements, and then click in the field and select the date from the calendar.
    • Send reminder - Optionally, enter the number of days prior to the acknowledgement due date that you want a reminder to be sent to the recipients.

    When a particular recipient's acknowledgement is overdue, both the issuer and the recipient will receive an email notification about it.

  4. Response due date section:
    • Days after issue - Select this option if you want the response due date to be a specific number of days after the transmittal is issued, and then enter how many days after issue that should be.
    • Fixed date - Select this option if you want to set a fixed date by which you need to receive all responses, and then click in the field and select the date from the calendar.
    • Send reminder - Optionally, enter the number of days prior to the response due date that you want a reminder to be sent to the recipients.

    When a particular recipient's response is overdue, both the issuer and the recipient will receive an email notification about it.

    Note: If you assigned a distribution rule to this transmittal on the General tab, there may be a limit on the date and time that you can set for acknowledgement and response due dates.
  5. When finished setting due dates, click Save draft.