choosing a projectwise client€¦ · document manager transmittal, submittal & rfi management...
TRANSCRIPT
![Page 1: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/1.jpg)
1 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated © 2020 Bentley Systems, Incorporated
Choosing a ProjectWise Client
Dave Shearon, P. Eng.
Senior Application Engineer
![Page 2: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/2.jpg)
2 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
Kj
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
![Page 3: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/3.jpg)
3 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 4: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/4.jpg)
4 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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![Page 5: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/5.jpg)
5 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 6: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/6.jpg)
6 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 7: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/7.jpg)
7 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
ProjectWise Webview
• Read-only access via any browser
• Access any available datasource
• Download but no updating
![Page 8: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/8.jpg)
8 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
ProjectWise Webview
• Read-only access via any browser
• Access any available datasource
• Download but no updating
![Page 9: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/9.jpg)
9 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
ProjectWise Webview
• Read-only access via any browser
• Access any available datasource
• Download but no updating
![Page 10: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/10.jpg)
10 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
ProjectWise Web Connections
• Project level web access
• Create new versions, change workflow states, open for edit with ProjectWise Explorer
• Create PDF markups
![Page 11: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/11.jpg)
11 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
ProjectWise Web Connections
• Project level web access
• Create new versions, change workflow states, open for edit with ProjectWise Explorer
• Create PDF markups
![Page 12: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/12.jpg)
12 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 13: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/13.jpg)
13 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
ProjectWise Explorer
Desktop Client Require Installation & Configuration
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14 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 15: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/15.jpg)
15 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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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16 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
ProjectWise 365 Services
• Additional levels of access beyond the broader scope already discussed
• Accessed at the Project level
![Page 17: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/17.jpg)
17 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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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18 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 19: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/19.jpg)
19 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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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20 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 21: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/21.jpg)
21 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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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22 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 23: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/23.jpg)
23 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 24: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/24.jpg)
24 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 25: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/25.jpg)
25 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
ProjectWise Insights Personas
Project
InitiationDocument
Controls
External
CollaborationProject
Insights
ProjectWise Administrators
Data Managers
Project ManagersClients
Vendors/Suppliers
CCCCConnect Center
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26 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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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27 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 28: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/28.jpg)
28 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 29: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/29.jpg)
29 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 30: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/30.jpg)
30 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 31: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/31.jpg)
31 | WWW.BENTLEY.COM | © 2020 Bentley Systems, Incorporated
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
![Page 32: Choosing a ProjectWise Client€¦ · Document Manager Transmittal, Submittal & RFI management ProjectWise Explorer and DM Connector Project Manager Project Performance Report & Analytics](https://reader030.vdocuments.us/reader030/viewer/2022040608/5ec6368351545d19aa5c2a79/html5/thumbnails/32.jpg)
32 | WWW.BENTLEY.COM | © 2019 Bentley Systems, Incorporated
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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33 | WWW.BENTLEY.COM | © 2019 Bentley Systems, Incorporated
Questions?
Dave Shearon, P. Eng
Senior Application Engineer