Displaying Submittal Responses in the Document List

You can configure the document list view in ProjectWise Explorer to display a summarized response next to each submittal document that has been imported into ProjectWise and that has been fully responded to (all recipients have sent a response for the document). The summarized response is the least positive (or most negative) response of all the responses received for a document in a submittal. For example, if a submittal is sent to two recipients, and one recipient approves a document in the submittal and the other recipient rejects the same document, then the summarized response for that document will be 'Rejected'.

Configuration

  1. In ProjectWise Administrator , create a new, text-based attribute (supported data types: VARCHAR, VARWCHAR, NVARCHAR) in your environment that will be dedicated to holding summarized responses for imported submittal documents.
  2. In ProjectWise Administrator or ProjectWise Explorer , create a global view that contains this attribute.
  3. In ProjectWise Explorer , assign the global view that contains this attribute to the folder you will be importing submittal documents to.
  4. In ProjectWise Explorer , assign the environment that contains this attribute to the folder you will be importing submittal documents to.
  5. In ProjectWise Explorer , open the Deliverables Management Settings dialog for your associated work area and do the following:
    1. Select the Storage tab.
    2. Turn on Show response status for imported submittal documents.
    3. Click the Select button and select the attribute created in step 1.
    4. Click OK.