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ProjectWise Deliverables Management Portal Help

ProjectWise Deliverables Management Portal Help
ProjectWise Deliverables Management Portal Help Introduction ProjectWise Deliverables Management Configuration What's New? New in Deliverables Management Enabling ProjectWise Deliverables Management Managing Participants from the Portal Managing Internal Participants Sending Transmittals Sending Transmittals (portal) Managing Incoming Submittals Managing Incoming Submittals (portal) PDF Review Workflow PDF Review Workflow (portal) Sending RFIs Sending RFIs (portal) Managing Incoming RFIs Managing Incoming RFIs (portal) Sending General Correspondences Sending General Correspondences (portal) Managing Incoming General Correspondences Managing Incoming General Correspondences (portal) Searching and Filtering the Outgoing, Incoming, and Drafts Tabs Searching and Filtering the Outgoing, Incoming, and Drafts Tabs (portal) Generating and Exporting Reports for Outgoing or Incoming Items Generating and Exporting Reports for Outgoing or Incoming Items (portal) Viewing the History of Outgoing and Incoming Items Viewing the History of Outgoing and Incoming Items (portal) Archiving Outgoing and Incoming Items Archiving Outgoing and Incoming Items (portal) Configuring Portal Settings Deliverables Management Settings Configuring Attribute Lists and Settings for Each Package TypeTransmittal Attributes and Settings RFI Attributes and SettingsSubmittal AttributesConfiguring the Attribute List for General CorrespondencesModifying Cover Letter TemplatesDefining Purposes and Response OptionsConfiguring Distribution Rules for TransmittalsNumbering Rules for Generating Package IDsDefining Custom Classification LabelsConfiguring Default 'Due Date' Settings for Acknowledgements and ResponsesNotification SettingsCopying Settings from Another ProjectDisabling Deliverables Management in the ProjectIntegrating with ProjectWise Web Displaying Package Statistics in ProjectWise Project Insights Using the ProjectWise Deliverables Management connector for ProjectWise Explorer
  1. ProjectWise Deliverables Management Portal Help
  2. Configuring Portal Settings Deliverables Management Settings
  3. Configuring Attribute Lists and Settings for Each Package Type

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
Parent Topic: Configuring Portal Settings Deliverables Management Settings