Quite often PWDM users need to send packages to the same distribution list, or use a different default schedule and don't want to reenter the information each time. This process will show how to utilize drafts as a template to have the information pre populated.
note: this example is based on using the Portal, however the same process can be following when using the ProjectWise Deliverables Management Connector for ProjectWise Explorer
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Create New Transmittal
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Enter subject to clearly define the use of the template and any other information that might be used for most of the future transmittals (Purpose, Comments, Cover Letter)
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Select the Recipients tab and Click “Add Recipients” Select the recipients that will be normally be receiving this type of package, and change the “Acknowledge” and “Response” settings per user as necessary
4. Click “Save Draft”
5. Any internal participant to the project will now be able to log in, and browse to the Drafts page, and use any of the created templates to initiate a New Transmittal
6. Clicking the “Use as a template” button will start a new transmittal with all the information saved in the draft (General, Recipients, Documents, Scheduling)
7. Change/add any details as needed and issue transmittal