choosing a projectwise client€¦ · document manager transmittal, submittal & rfi management...

Choosing a ProjectWise Client

Dave Shearon, P. Eng.

Senior Application Engineer

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 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

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 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.

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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

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

ProjectWise Webview

• Read-only access via any browser

• Access any available datasource

• Download but no updating

ProjectWise Webview

ProjectWise Web Connections

• Project level web access

• Create new versions, change workflow states, open for edit with ProjectWise Explorer

• Create PDF markups

ProjectWise Web Connections

• Project level web access

• Create new versions, change workflow states, open for edit with ProjectWise Explorer

• Create PDF markups

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

Desktop Client Require Installation & Configuration

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

ProjectWise Web vs. Web View

Access ControlProjectWise Web: follow the same access as

ProjectWise Web View: read-only except for No-Access

ScopeProjectWise Web: project-based

ProjectWise Web View: datasource-based

ProjectWise 365 Services

• Additional levels of access beyond the broader scope already discussed

• Accessed at the Project level

Personas

Project

InitiationDocument

Controls

Engineering

Reviews

Digital Design

Collaboration

External

CollaborationProject

Insights

ProjectWise Administrators

Data Managers

ProjectWise Users Project ManagersClients

Vendors/Suppliers

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

Project Share Personas

Project

InitiationDocument

Controls

Engineering

Reviews

Digital Design

Collaboration

External

Insights

Data Managers

Vendors/Suppliers

CC & DesktopCC & DesktopCC & DesktopCC & Desktop

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

Deliverables Management Personas

Project

InitiationDocument

Controls

Engineering

Reviews

Digital Design

Collaboration

External

Insights

Data Managers

Vendors/Suppliers

CCCCPWEPWE & CC

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

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

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

ProjectWise Insights Personas

Project

InitiationDocument

Controls

External

Insights

Data Managers

Project ManagersClients

Vendors/Suppliers

CCCCConnect Center

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

Issues Resolution Personas

Project

InitiationDocument

Controls

Engineering

Reviews

Digital Design

Collaboration

External

Insights

Data Managers

Vendors/Suppliers

CCCCCCCC

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

Questions?

Dave Shearon, P. Eng

Senior Application Engineer

david.Shearon@Bentley.com

choosing a projectwise client€¦ · document manager transmittal, submittal & rfi management...

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