PWDM Tips: ProjectWise Deliverables Management Settings

Did you know when configuring ProjectWise Deliverables Management settings, you can copy everything you have already done on a previous project, no need to start over each time.  Not only that, once you invite external participants, your settings will automatically prepopulate into their project.  (Classifications, Attributes and Purposes)

So when you are starting a new project with Deliverables Management, try the following steps, in this order:

1.  In the General tab under Copy Settings, click "Select project"  to bring notification, purposes, attributes , identification and cover letters

2. Modify anything that may be different in this new project from the previous one

3. Invite External participants under Participants-External