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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
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 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 and enter property values• 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 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
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