Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management...
Transcript of Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management...
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Choosing a ProjectWise Client
Dave Shearon, P. Eng.
Senior Application Engineer
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Topic Schedule Week 1:
Apr 1 - Helping Users Work From Home Overview
Apr 2 - Prerequisites of Working From Home
Apr 3 - Configurations for ProjectWise Explorer Remote Access
Week 2:
Apr 6 - Enable ProjectWise Web & Web View Access From Home
Apr 7 - Configuration to Optimize User Performance
Apr 8 - Configuration to Optimize User Performance
Apr 9 - Best Practices of Collaboration from Home
Apr 10 - PDF Approval Process
Week 3:
Apr 13 - Configurations of Deliverable Management Service
Apr 14 - Transmittal & Submittal Process
10:00A.M. – 10:45A.M., EDT
Time
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Kj
Topic Schedule Week 1:
Apr 2 - Helping Users Work From Home Overview
Apr 3 - Prerequisites of Working From Home
Week 2:
Apr 6 - Configurations for ProjectWise Explorer Remote Access
Apr 7 - Enable ProjectWise Web & Web View Access From Home
Apr 8 - Configuration to Optimize User Performance
Apr 9 - Configuration to Optimize User Performance
Apr 10 - Best Practices of Collaboration from Home
Week 3:
Apr 13 - PDF Approval Process
Apr 14 - Configurations of Deliverable Management Service
Apr 15 - Transmittal & Submittal Process
11:00A.M – 11:45A.M., UTC+8.
Time
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What is ProjectWise?
• ProjectWise helps project teams to manage, share and distribute engineering project content and review in a single platform
• It includes desktop tools for designers to manage and collaborate inside tools such as MicroStation, AutoCADD, Revit, etc as well as web based services for Managers, Reviewers, Consultants and Doc controllers
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ProjectWise Explorer
• Desktop client
• Navigate and edit projects and related documents via any internet connection
• Integrates directly with design applications
• Search based on metadata, text inside documents, spatially - adhoc or single click (saved searches)
• Ideal for designers, Power Users
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ProjectWise Webview
• Read-only access via any browser
• Access any available datasource
• Download but no updating
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ProjectWise Webview
• Read-only access via any browser
• Access any available datasource
• Download but no updating
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ProjectWise Webview
• Read-only access via any browser
• Access any available datasource
• Download but no updating
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ProjectWise Web Connections
• Project level web access
• Create new versions, change workflow states, open for edit with ProjectWise Explorer
• Create PDF markups
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ProjectWise Web Connections
• Project level web access
• Create new versions, change workflow states, open for edit with ProjectWise Explorer
• Create PDF markups
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ProjectWise Client vs. User Role Matrix
ROLE USE CASE PROJECTWISE CLIENT
Designer Design Integration & Engineering Workflows ProjectWise Explorer
Reviewer Drawing Review & Mark-up ProjectWise Web
Engineer Engineering Documents & Engineering Workflows ProjectWise Web
Document Manager Transmittal, Submittal & RFI management
ProjectWise Explorer and DM
Connector
Project Manager Project Performance Report & Analytics ProjectWise Web View
External Contributor - CAD Design Integration & Engineering Workflows ProjectWise Explorer
External Contributor - Non-CAD Engineering Documents & Engineering Workflows ProjectWise Web
External Viewer View-Only ProjectWise Web View
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ProjectWise Explorer
Desktop Client Require Installation & Configuration
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ProjectWise Web & Web View
No Client Installation, No Browser Add-Ins
Supported Web Browsers:
Google Chrome*
Microsoft Edge*
Mozilla Firefox
Internet Explorer 11
*preferred browser
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ProjectWise Web vs. Web View
Access ControlProjectWise Web: follow the same access as
ProjectWise Explorer
ProjectWise Web View: read-only except for No-Access
ScopeProjectWise Web: project-based
ProjectWise Web View: datasource-based
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ProjectWise 365 Services
• Additional levels of access beyond the broader scope already discussed
• Accessed at the Project level
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Personas
Project
InitiationDocument
Controls
Engineering
Reviews
Digital Design
Collaboration
External
CollaborationProject
Insights
ProjectWise Administrators
Data Managers
ProjectWise Users Project ManagersClients
Vendors/Suppliers
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Project Share
• Quickly and securely exchange files
• Facilitate collaboration
• Share content with external parties
• Specify which content to share
• Sync folders to your desktop
• Share content without providing access to ProjectWise Datasource
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Project Share Personas
Project
InitiationDocument
Controls
Engineering
Reviews
Digital Design
Collaboration
External
CollaborationProject
Insights
ProjectWise Administrators
Data Managers
ProjectWise Users Project ManagersClients
Vendors/Suppliers
CC & DesktopCC & DesktopCC & DesktopCC & Desktop
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Deliverables Management (DM)
• Create, manage and issue RFIs and Transmittals
• Create drafts for future issue
• Create templates for reuse
• Manage and automatically generate Cover Letters
• Reduce risk by documenting every communication
• Submittal Management of deliverables from external parties
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Deliverables Management Personas
Project
InitiationDocument
Controls
Engineering
Reviews
Digital Design
Collaboration
External
CollaborationProject
Insights
ProjectWise Administrators
Data Managers
ProjectWise Users Project ManagersClients
Vendors/Suppliers
CCCCPWEPWE & CC
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Deliverables Management in ProjectWise Explorer
• Create new transmittals, RFIs
– Include recipients, documents from ProjectWise DI, set schedule for acknowledgment and response
• Review responses and bring response data directly into ProjectWise DI
• Accept Submittals
– Review documents and import into ProjectWise DI
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Deliverables Management in the Connect Center
• Create new transmittals, RFIs
– Include recipients, documents from Windows, set schedule for acknowledgment and response
• Review documents with PDF Markup, add additional reviewers and send responses to incoming submittals
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ProjectWise Insights
• Track project documents by Discipline
• Track document completion by Workflow state
• Review transmittal and RFI status
• Pinpoint troublesome projects or organizations
• Review project health
• Analyze business trends with Microsoft Power BI
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ProjectWise Insights Personas
Project
InitiationDocument
Controls
External
CollaborationProject
Insights
ProjectWise Administrators
Data Managers
Project ManagersClients
Vendors/Suppliers
CCCCConnect Center
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Issues Resolution/Forms
• Issues can be created via PDF Markup, Design Review, Edge Mobile, Synchro Field
• Visibility for known issues
• Assign issues to an individual
• Upload attachments
• Track issue status
• Receive notification that an issue has been assigned
• Catalogue and track issues by completion, date or tag
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Issues Resolution/Forms
• Issues can be created via PDF Markup, Design Review, Edge Mobile, Synchro Field
• Visibility for known issues
• Assign issues to an individual
• Upload attachments
• Track issue status
• Receive notification that an issue has been assigned
• Catalogue and track issues by completion, date or tag
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Issues Resolution/Forms
• Issues can be created via PDF Markup, Design Review, Edge Mobile, Synchro Field
• Visibility for known issues
• Assign issues to an individual
• Upload attachments
• Track issue status
• Receive notification that an issue has been assigned
• Catalogue and track issues by completion, date or tag
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Issues Resolution/Forms
• Issues can be created via PDF Markup, Design Review, Edge Mobile, Synchro Field
• Visibility for known issues
• Assign issues to an individual
• Upload attachments
• Track issue status
• Receive notification that an issue has been assigned
• Catalogue and track issues by completion, date or tag
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Issues Resolution/Forms
• Issues can be created via PDF Markup, Design Review, Edge Mobile, Synchro Field
• Visibility for known issues
• Assign issues to an individual
• Upload attachments
• Track issue status
• Receive notification that an issue has been assigned
• Catalogue and track issues by completion, date or tag
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Issues Resolution Personas
Project
InitiationDocument
Controls
Engineering
Reviews
Digital Design
Collaboration
External
CollaborationProject
Insights
ProjectWise Administrators
Data Managers
ProjectWise Users Project ManagersClients
Vendors/Suppliers
CCCCCCCC
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Prerequisites for ProjectWise Client
ProjectWise Client Client Installation Client Configuration ProjectWise Server ProjectWise Project
ProjectWise ExplorerY Y Gateway Service*1 N
ProjectWise WebN N Web Services Gateway*2 Y*3
ProjectWise Web ViewN N Web Services Gateway*2 N*4
*Note1: ProjectWise Gateway Service is required ONLY when both conditions are true: on-prem + NO VPN
*Note2: Bentley Web Services Gateway is ONLY required for on-prem environment
*Note3: As ProjectWise Web is project-based, it requires create a ProjectWise project (in the cloud), and add a connection between a work area (in ProjectWise datasource) and ProjectWise project (in the cloud)
*Note4: No need to create a ProjectWise project (in the cloud), but your cloud service administrator needs to add a connection to each datasource you want to make available to your users in ProjectWise Web View
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Questions?
Dave Shearon, P. Eng
Senior Application Engineer