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Managing Plan Delivery and QAQC in a Collaborative Environment
Louisiana Update - IHEEP 2014
Presented by Hollis WardDOTD Design Automation Manager
Louisiana Department of Transportation and Development
With Matthew TolmieProduct Support Manager
Altiva Software
Presentation Topics
CADconform Drafting/Compliance Tools (Altiva)
ProjectWise Managed Workspace (Altiva)
ControlCAD QAQC Reports (Altiva) *
“EZ Publish” PDF Plans (Bentley) *
ProjectWise Facilitates!
* These are important ProjectWise add-on applications
Software and Deliverable Standards
Provides all of the standards for DOTD and consultants ‘Living’ document resides on the LaDOTD and Altiva Web pages
See Digital Plans Delivery Webpage for Additional information1. Start at http://www.dotd.la.gov/ Link2. Then - Business Working with DOTD > Digital Plans Delivery
This is an image only
LaDOTD CAD Standard Resources
Provides all of the files and standards needed
Workspace Overview Borders
Level Libraries (dgnlib)
Levels, Text Styles, Dimension Styles
Workspace Project Selection List
Select Workspace ‘Project’ in MicroStation Manager ** Project is defined on \Plans folders in ProjectWise.
Example Project Config File (.PCF)
‘Workspace ‘Projects’ have customized settings Master Config + Project Config = Workspace Profile
Example Master Config File (partial)
Some LaDOTD System variables shown above.** Settings that are constant for all disciplines.
Current DOTD Workspace Delivery”
Installer delivered via web download Installs entire workspace (seeds, DGNLIBs, cells, cfgs)
on user’s local C:\ Requires update (reinstall) when DOTD make changes
Consultants using the exact same setup as DOTD
Changes to the workspace happen “live” for all parties
Less maintenance, distribution hurdles, time invested by DOTD
Less work involved for consultants to stay current with DOTD
Win-Win for DOTD and Consultant Partners
Goals for Managed Workspace
Why Create CSBs Manually?”
Verify all files and paths update to ProjectWise locations Audit existing variables for relevance and necessity Some variables “lost” when using ProjectWise importer
Managed Workspace Roadblocks DOTD machine’s mslocal.cfg “broke” managed workspace How to manage frequent addition of consultant users 3rd party MDL applications loading from ProjectWise
Altiva CADconform Toolkit
Connect to Database
Manage Users
Manage Feature Tables
Draft
Conform
Generate Reports and Certify
CADconform Feature Table Branding
“Brands” (red symbol) set default feature tables for seed files Brands must be “Allowable” (Specified in ‘Project’ config)
CADconform Drafting Menu
‘Long Menu’ Option for Road Design and Traffic(Note two types of Cell Selectors for Traffic)
Example CADconform Feature Definition
Example Road Design Annotation Feature Definition Tabs expand choices of attributes and commands Feature settings enable macro creation on the fly
Batch Processor ‘Certify’ command places certification stamp Also used to generate Error Summary, Feature Summary, etc.
Batch Processor - Certify
Intelligence encoded stamp documents important detailsControlCAD checks for CAD Certification Stamp
Standards Certification - Secure Watermark
‘Red slash or ‘x’ indicates watermark invalidation File changes update status from “OK” to “File Modified”
Standards Certification with Secure WatermarkWatermark Invalidation
Typical ControlCAD Reports Folder”
Reports folder is created when the first report is ordered Reports are run for each discipline at each submittal milestone
Select plan sheets or Plans folder and right-click Select ‘ControlCAD’ Select ‘Check Attributes’ or ‘Check CAD Standards’
Generate ControlCAD Reports”
ALMONASTER AVE. OVER THE INNER HARBOR NAVIGATION CANAL
Multi-Consultant Collaboration All subject to ControlCAD reporting All publishing to the same folder
‘ControlCAD Reports’ FolderAlmonaster Bridge
One consultant discipline report shown hereSix disciplines reportingReports are run for each discipline at each submittal milestoneAll disciplines will be capable or running their own reports soon
Provides overview of CAD standards and settings Provides efficient review of issues that need fixing Required at each submittal milestone
Red fields indicate issues that need to be fixed
_Testing/Testing 2/454-02-0074/Bridge-Facilities/Bridge-Structural/PlansProject type: Bridge-Facilities
60%
Filename CAD Stamp Refs Border Ref DrawingScale ActiveLStyleScale Missing LevDesc Autocad Styles InRoads Elems101 Bridge Index and Gen File Modified Attached OK border 1.0 1 3 yes no102 Summary of Bridge Q OK Attached OK border 1.0 1 10 yes no102 Summary of Bridge Q File Modified Attached OK border 1.0 off OK no no103 Summary of Bridge Q OK Attached OK border 1.0 1 9 yes no104 General Plan.DGN File Modified missing OK border 20.0 20 4 no no104 General Plan_NEW.DFile Modified missing OK border 20.0 20 4 no no105 Bridge Proposed Wid OK missing OK border 20.0 20 6 yes no106 General Elev.DGN OK missing OK border 20.0 1 2 no yes106 General Elev_NEW.DFile Modified Attached OK border 20.0 1 OK no yes107 SEQUENCE OF CON OK Attached OK border 2.7 off 1 no no108 SEQUENCE OF CON OK Attached OK border 2.7 off 1 no yes109 Pile Plan.DGN OK Attached OK border 20.0 off 1 no no
LaDoTD CAD Standards Report
of drawings with certification stamp
ControlCAD ‘Check CAD Standards’ Report”
ProjectWise Attributes PageProjectWise Attributes Page
How do we ensure that attribution is complete?
ControlCAD ‘Check Attributes’ Report”
Provides overview of attribute values Provides efficient review of issues that need to be fixed Required at each submittal milestone
Red text indicates issues that need to be fixed
ControlCAD ‘Check CAD Standards’
CAD Certification Stamps present
Appropriate Feature Tables used
CAD Reference Files found
CAD File Header information valid (Working Units, etc.)
Borders, scales, fonts, styles required for PDF Publishing
Evidence of cheating, unexpected results, etc.
Provide timely feedback for Designers & Managers
And more …
Compliance Report for CAD Drawings in ProjectWise
Compliance Checks
Provide feedback throughout the plan development process
Bring order to the chaotic world of plan development
Particularly important for Consultant plans
Particularly important for “Slackers”
Prevents unpleasant surprises at Final Plans !
Prevents late plan delivery and late lettings
Complete, compliant, high-quality final product is likely
Leverages the ProjectWise collaboration environment
Advantages of ControlCAD Reports
Consultant plan delivery workflow is the same as DOTD’s
Verify CAD standards with “Check CAD Standards” report
Index in ProjectWise. Verify with “Check Attributes” report
Reports start with first submittal. A high level of compliance is expected in early submittals under normal circumstances. Full compliance is expected in later submittals.
PDFs published and Digital Signatures applied using Bentley customized PDF Creation Service tools and workflows.
Changes to Consultant Plan Delivery
LaDOTD Digital CAD Submissions Within ProjectWise
Plan Delivery Tools and Workflow(Comprehensive Overview)
International HEEP 2014
Presented by Hollis Ward DOTD Design Automation Manager
With Matthew TolmieAltiva
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Hollis Ward: DOTD Design Automation Manager: [email protected] Atkinson: Bentley Information Management Sales Executive
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Automate PDF Plans Publishing Automate Digital Signature Workflow Empower Design Consultants to Publish/Sign Plans Automate PDF Transfer to Bidder Plans Room
Automated PDF Publishing Project Goals
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• PDF Creation Service: – Provide the functionality within ProjectWise for users to select
MicroStation Design Files and click a command that will generate PDF copies of the drawings.
– Use the name and attributes of each document to establish the name and attributes of each PDF and to create the folder in which to place the PDF documents.
– Determine the ProjectWise InterPlot Settings to use. – Provide connectivity for client systems, outside the LADOTD
network, to submit PDF plan requests the same way as LADOTD staff.
Project Tasks
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• Export/Import Signed Documents: – Provide the functionality to control and manage the Export
and Import process of PDF documents in and out of ProjectWise for digital signature using standard digital signature software adopted by LADOTD.
• Export to Plans Room:– Provide the functionality to export PDF documents and
companion XML files containing the ProjectWise attributes to a predetermined Windows folder. This “watched folder” is monitored by the bidder “Plans Room” system, which will import the files and populate the attribute values for each document.
Project Tasks
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Publishing with “Publish to PDF”
Select DGNs to PublishSelect “Publish to PDF”
Select Plan StatusClick “Submit”
Input CAD DGNs Output PDFs
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Ad-Hoc Drawing Submittals
• Publish To PDF” can create ad-hoc submittals(“Miscellaneous” Submittals)
Used for important updates between benchmarks
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Submittal category root folders start empty (e.g., ‘_Final Plans’)
Published Submittals Template
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Example Project withCompleted Submittals• Submittal folders (e.g., ’95% Final
Plans’) are created when PDFs are published
• Plus signs on folders indicate that one or more PDF files exist. Press Function key F5 to see latest status
Submittals at Project Completion
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PDF Creation Service Email
Information about PDF Creation Success/Failure
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Project Wise Attributes Page
“Publish To PDF” passes attribute values from DGN to PDF (Used for Document Searches in ProjectWise and Plans Room)
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Plot Information TransferDMZ Firewall
External User
DOTD User
ProjectWise Gateway ServerFTP Server
DOTD Network
ProjectWise Integration ServerProjectWise Plot Server
Custom Publishing Solution
<Animated>Turned off by default. It may be helpful to turn it on for this this
type of slide
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Digital Signature Workflow and Audit
ProjectWise Integration Server DOTD User
1. PDFs are Exported from ProjectWise to Windows Logs Date, Time, User, Folder, “Exported for Digital Signature”, etc.
2. Silanis Digital Signature Process is Executed3. PDFs are Imported Back to ProjectWise
Verifies documents are signed (otherwise, will not import), and then imports Deletes signed PDF files in Windows folder Logs Date, Time, User, “Imported Digitally Signed Document”, etc. Updates “Signature Status” attribute value to “Signed” Updates PDF document status to “Final Status” (Locked)
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1. Highlight PDF drawings to sign in ProjectWise2. Right-Click and select “Export for Signature” Exports drawings to C:\PW_SignatureDir
3. Sign drawings using Silanis ApproveIt4. Right-click and select “Import Signed Document” Checks to make sure drawings are signed. Imports drawings and sets “Final Status” Sets “Signature Status” attribute to “Signed” Records audit trail of signing ceremony
Export PDF/ Import Signed Document
Bentley Custom PDF Signature Workflow from the Driver’s Seat
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Export to Plans RoomProjectWise Integration Server
DOTD User
DOTD User selects “Export to Plans Room” Command Document Attributes are written to an XML file The PDF and XML files are copied from ProjectWise to a predetermined Folder The Electronic Plans Room runs a service that watches this folder The PDF and XML are imported as a new, “indexed” document
Electronic Plans Room Server
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“Publish To PDF” Makes Publishing Easy Creates PDFs without user plotting setup Creates output folder for PDFs (e.g., Final Plans) Copies attribute values from DGN to PDF Sends email documenting PDF creation status Manages PDF Digital Signing Ceremony Exports PDF and XML index to Falcon “Plans Room”
Publishes Deliverables for DOTD and Consultant partners
Bentley ProjectWise Custom PDF Publishing Extension
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Publishing Plan On Hold Before Automated PDF Publishingo Consultants must create PDF plans on their site using InterPlot
o Consultants must index plans using ControlCAD ‘Indexer’ on their site
o Plan delivery required Consultants to package all DGNs, PDFs & XML Index Files
o DOTD must process Consultant packages
o CAD design plan QA/QC practical for ‘Final Plans’ only
This system was considered a great improvement at the time, but staffing to process the submittals was not provided.
DOTD focus on meeting ‘Plan Delivery Dates’ was more important than enforcing workflow and data standards. Conforming to standards was essentially on the honor system.
Compliance depended on Project Manager, Task Manager and Consultant priorities. PDF publishing was therefore ad-hoc and not for formal submittals.
Consultant Plan Delivery Before New Process
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PDF plans published using automated Bentley PDF Creation Service
PDF plan production using this “EZ Publish” system is far faster and more efficient than paper for all submittal milestones.
PDF Creation Service requires CAD DGNs to reside in ProjectWise
Consultants can upload or create CAD designs in ProjectWise and participate in DOTD ProjectWise plan delivery process.
CAD DGNs in ProjectWise enable ControlCAD Reports in ProjectWise
ControlCAD Reports provide feedback at each submittal milestone
Ultimate Result: Both publishing and QA/QC is very efficient
Project Impact on DOTD Plan Delivery
Typical Transmittal EmailTransmitted herewith is a link to the Final Plans for the referenced project in ProjectWise. These Plans are submitted for the your review and approval via Title Sheet signature.
S.P. No. H.009101Interchange LightingI-55 @ LA 16 (Amite)Route I-55Tangipahoa Parish
Link to Final plans: Final Plans
Transmittal verbiage varies depending on plan delivery milestone and related directives.
FalconElectronic Plans
Distribution Center
PDF DrawingXML Index
Watched Folder
PDF DrawingXML Index
“Watched Folder”
DG
N D
raw
ing
Dra
win
gXM
L In
dex
ControlCADSubmittal Archive
Consultant Plans Repository
Create PDF Drawing with Interplot Sign Final Plans with ApproveIt
Draft, Conform & Certify Final CAD DGN with CADconform
PDF - Adobe file format used for published documents
XML - File format used to store attribute values (indexing)
ProjectWise - Bentley Plan Development System
Falcon - tsaADVET Electronic Plans Distribution System
Watched Folder - Monitored by Falcon for incoming plans
Index PDF & DGN (ControlCAD Indexer)
Consultant Plan Delivery to DOTD System (Abandoned Design)
ProjectWise PlanDevelopment
System
CAD Plans Folder
PDF Submittal Folder
Too much happening outside of ProjectWise. Compliance remained a
mystery until Finals
Animated
Draft, Conform & Certify DGN with CADconform
Consultant Plan Delivery Workflow(Phasing Out as the Managed Workspace Phases in)
Consultants employ DOTD internal workflow to index, publish and sign.Altiva ControlCAD Reports replace ControlCAD Submittal tool
Expo
rt /
Impo
rt
All D
GN
s
Consultant Plans Repository
ProjectWise PlanDevelopment
System
CAD Plans Folder
PDF Submittal Folder
FalconElectronic Plans
Distribution Center
PDF DrawingXML Index
Watched Folder
PDF DrawingXML Index
“Watched Folder”
PDF - Adobe file format used for published documents
XML - File format used to store attribute values (indexing)
ProjectWise - Bentley Plan Development System
Falcon - tsaADVET Electronic Plans Distribution System
Watched Folder - Monitored by Falcon for incoming plans
Animated
ProjectWise PlanDevelopment
System
PDF - Adobe file format used for published documents
XML - File format used to store attribute values (indexing)
ProjectWise - Bentley Plan Development System
Falcon - tsaADVET Electronic Plans Distribution System
Watched Folder - Monitored by Falcon for incoming plans
PDF DrawingXML Index
“Watched Folder”Falcon
Electronic Plans Distribution
Center
CAD Plans Folder
PDF Submittal Folder
PDF Submittal Folder(“Final Plans”)
Dra
win
gPW
Ind
ex
Draft, Conform & Certify with CADconform.
Index in ProjectWise.
Sign Final Plan Drawings with ApproveIt
DOTD Unified Plan Delivery Workflow
CAD Plans FolderCAD Plans Folder AnimatedPD
F D
raw
ing
Proj
ectW
ise
In
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