Using ProjectWise to Manage Multiple Projects

Using ProjectWise to Manage Multiple Projects

Presentation Outline

• Project Model in ProjectWise• Project Components and Definitions• Project Creation Processes

• Project Creation Wizard

• Business Value

Projects in the AEC World Today

• Many organizations have a project-based or influenced workflow• Projects• Programs• Work Orders• Maintenance Requests

• Defined task/set of tasks with a core group of team members

• Frequently modeled in ProjectWise with folder structures

You don’t always have just one – Need Scalability

Limitations of Modeling Projects with Folder Structures

• Searches• Access Control• Templates• Properties• Components

Need intermediate “layer” between datasource and folders

ProjectWise Project Definition

What is a ProjectWise Project?• An enhanced ProjectWise folder• A hub for real world project data

• Documents• Components• Saved Searches• Resources• Sub-projects• Access Control

Better reflects real-world projects and project workflow

Project Navigation

• Projects can exist at different levels in the file tree• Each project has:

• Saved Searches• Access Control• Properties (for searches and titleblock integration)

• Projects can be moved/copied/deleted/exported/archived

ProjectWise Structure

Pre-ProjectWise XM ProjectWise XM

Subprojects

• Can have folders and projects in the file tree underneath another project

• Projects located under another project is called a subproject

• Subprojects act the same as a projects• Inheritance operates from the top-level project down

Business Value – better model real-world workflows

Project Benefits

•Search\Query improvements•Access control•Project resources •Project templates•Project types & properties

•Integration with DGN project index•Component-Project association•Archive/Export tools

More flexible methodology, more tools, closer to “real-world” AEC workflows. It is still up to you to develop and implement the best workflow for your organization.

Search\Query Improvements

• Search for folders by folder properties• Search by project properties• Search for documents and/or components • Save search into project-specific search locationBusiness Value:

• Increased project efficiency• Marketing

Access Control\Project Participants

• DS Admin defines project creation/modification/deletion permissions

• Define “who” has access to the project (User / Group)

• Documents, folders, project, and components settings

Project Resources

• Lists of values that can be associated with objects within a project

• Limits the number of choices available to the user to just what is needed (according to the Admin)

• Examples – applications, environments, workflow, participants, workspace profiles, storages

• Resources are automatically inherited by sub-projects

Business Value – standardize and control project set-ups, eliminate unnecessary variability.

Project Templates• Create projects from existing projects (“Seed” project)• Can use parts or all of the template project• Specifically can include\exempt:

• Sub-projects• Folder Hierarchy• Documents• Access Control• Components• Saved Searches• Resources

Business Value – Helps scale to many projects. Eliminates reinventing the wheel, allows for project-standards to be set-up and followed

Project Templates

• Useful method to start-up new projects by delivering:• CAD Standards• Cell libraries, DGN Libs, materials files, macros, seed

files, etc.• Project folder structure• “Canned” saved searches

Easy way to make sure projects are set up quickly and properly!

Project Templates• Project settings

define where your templates are stored

• Not required to choose a location

Project Types and Properties

• Project Types are reusable “containers” of pre-defined project properties that can be assigned to projects

• Define and choose project types• Define project properties• Properties are exposed for searching, environments,

and titleblocksBusiness Value – Set up and re-use consistent terms,

comprehensive titleblock updates, easier searches for data and corporate metrics

Project Types and Properties

• Create in ProjectWise Admin.

• Allows use of pick-lists and default values

• Can edit project type and picklist after creation

Creating Projects

• Simple method to create new projects – Project Creation Wizard

• Allows for the use of templates• Set-up project properties, resources, participants,

and access control• Can upgrade an existing folder to a project

Business Value – consistent project creation with easy set-up saves time.

Project Creator Wizard

• Pick Project Template• Define folder properties (Environment, Storage,

etc.)• Pick Project Type• Select Project Resources• Project Participants and Access Rights

Project Creator Wizard

• Pick Project Template• Define folder properties (Environment, Storage,

etc.)• Pick Project Type• Select Project Resources• Project Participants and Access Rights

Project Templates

Pick a template and define what to copy

Project Creator Wizard

• Pick Project Template• Define folder properties (Environment, Storage,

etc.)• Pick Project Type• Select Project Resources• Project Participants and Access Rights

Folder Properties

Project Creator Wizard

• Pick Project Template• Define folder properties (Environment, Storage,

etc.)• Pick Project Type and enter property values• Select Project Resources• Project Participants and Access Rights

Project TypeSelect Project Type

Project Creator Wizard

• Pick Project Template• Define folder properties (Environment, Storage,

etc.)• Pick Project Type• Select Project Resources• Project Participants and Access Rights

Resources

Project Creator Wizard

• Pick Project Template• Define folder properties (Environment, Storage,

etc.)• Pick Project Type• Select Project Resources• Project Participants and Access Rights

Project Participants

Predefined roles to simplify settings:• Project Administrator - Read / Write everything in the

project• Project Leader - Read / Write folders, documents• Project Team Member - Read / Write documents• Project Observer - Read only• No Access• Custom

Additional Features of Projects

• Components are displayed under projects containing the source DGN

• Subproject only displays components specific to it, while parent-project displays all components

• Provide mechanism for importing and exporting MicroStation XM DGN Project Indices

• Project Import\Export functionality

Some Supported Project Workflows

1. AEC firm under contract for services2. Owner-operator facilities projects3. Government agency4. Multi-vendor consortium5. Large multi-phase, multi-service project

Summary

• ProjectWise XM provides a new methodology for managing project data

• Provides tools for reuse of success:• Templates• Project Types

• Allows you to develop workflows that mirror your business operations

• Can easily migrate existing folders to projects• Scales to manage many projects

• Saved Searches• Project Creation Wizard