ProjectWise Overview at LaDOTD - :: Louisiana Transportation

ProjectWiseOverview

atLaDOTD

David Ringuette

2009 Louisiana Transportation Engineering Conference

Current IT Roles:

PROJECTWISE Manager• Administrator• Implementation – Upgrades & Maintenance• Server & Application Maintenance • Oversee SQL DB• User & System Support• DOTD PW Trainer

CADD• Technical Infrastructure System Support• CADD to ProjectWise Interoperability

ProjectWise WEB

Add: • USER NAME • PASSWORD

DATASOURCE LOGIN

DATASOURCE TREE

WINDOW

DOCUMENTWINDOW

PW WEB – Uploading Documents

Create MULTIPLE DOC’S

• Select the Folder to put the Document.

• From the Document menu, choose New > Multiple Document.

• Click Add Files, navigate to a Windows folder, select one or more files and click Open.

MULTIPLEFILES HERE

ProjectWise Web Explorer Lite is an easy way to View, Download, Search and Compare Plans stored in a ProjectWise Datasource.

Consultants & DOTD Engineers can Collaborate on one platform VIA the INTERNET…

ProjectWise WEBHTTP://www10.dotd.louisiana.gov/WEL/index.html

http://www10.dotd.louisiana.gov/WEL/index.html�

ProjectWise Explorer

The ProjectWise Explorer Client is the primary application we use at LADOTD for Plans Management.

Stores PROJECT DATA CAD files and related files such as: .DGN’s, .PDF’s and INROADS file-types.

INTERFACE is ideal for Managing DATA CREATION & IN-PROCESS WORKFLOW.

ProjectWise Resolves FILE MGT Issues.

ProjectWiseAPPLICATION INTEGRATION

ProjectWise enables us to accomplish our day-to-day ProjectWise Tasks directly from the applications we typically use

EX: When a User Opens a Design File Starts MicroStation

ProjectWise

DATASOURCE TREE Window

DOCUMENT Window

ATTRIBUTE Window

Typical PROJECT TEMPLATE

LAYOUT

Document Check Out – Check InCHECK OUT or Double click on Document\Design File in the Documents Window. Of course: If you CHECK one OUT, you must CHECK it back IN!

.DGN stays LOCKED

until It Is Checked In!

LOGICAL SET = Master Document & it’s Referenced Documents

Reference FileWindow-Documents

Referenced into the Master Document

DocumentsWindow-

Hierarchical Tree Symbol shows

Master Document of a Logical Set

ProjectWise DESIGN WORKFLOW

1. PLAN DEVELOPMENT: Creating & Editing Plans

2. PLAN CHECKING: Locks Plans To Ensure Security - Verified

3. PLAN CORRECTION: Final Clean-Up & Advanced Status

4. FINAL CHECKING: Plan Validation

5. REVIEW: Management Level Project Controls

6. COMPLETED

• SET FINAL STATUS: Project is Complete

ProjectWiseDOCUMENT PROPERTIES

Right Click on the .DGN

THE PROPERTIES DIALOG BOX OPENS…

Left Click on PROPERTIES

ProjectWiseORIGINAL PROPERTIES

DIALOG BOX

GENERAL: Shows Who has Checked Out the Design File

SECURITY: Shows Security Level

ATTRIBUTES: Individual Fields used for search capabilities

AUDIT TRAIL: Design File History

Before ProjectWise:

• PROJECTS SPREAD OUTProjects were spread out. Road Design, Bridge Design, Survey, etc. all had their own project folder on different servers.

• DIFFICULT ACCESS TO DATAData access between sections was spotty, depending on mapped drives and word of mouth.

Before ProjectWise:

• INCONSISTENT FOLDER STRUCTUREProject folder structure was somewhat standard on the gang level but could vary from gang to gang.

• LIMITED SECURITYSecurity for active projects varied from poor to good at best.

Before ProjectWise:

•NO BUILT IN WORKFLOWWork flow security; if exercised, wasperformed by manually changing windowfolder security.

•LIMITED ELECTRONIC COLLABORATIONThe ability to know who did what andwhen depended on word of mouth.

Project collaboration involved consultantsand DOTD exchanging email, CDs.

After Original ProjectWise Implementation:

• PROJECTS CENTRALIZEDAll project plans reside on one centralizedserver and project folder.

• IMPROVED DATA ACCESSBetween design groups statewidebecause of project centralization

• CONSISTENT FOLDER STRUCTUREProject folder structure is controlled by standard project templates.


• INCREASED PROJECT SECURITYSecurity has been redesigned.

• WORKFLOW SECURITYStandardized workflow security makes it easy to vary security through the various stages of the project.

• AUDIT TRAILThe ability to know who did what andwhen, is facilitated by the Audit Trail.


• EFFICIENT PROJECT CLLABORATIONProject collaboration, involving DOTD andconsultants working and exchanging data ona centralized data management platform, is now exercised as needed.

ProjectWise XM

A Collaborative Environment for Plan Development

Full XM Implementation: Software Upgrade Migrate existing PW Data Create a New General Style Interface Assign Specific Project Level Properties Developing, Testing and Applying our new

Project Template DOTD ProjectWise Access Lists XM Upgrade Training Advancements in Project Collaboration

Software Upgrade from ProjectWise 2004 to ProjectWise XM Edition

XM is more robust and interoperates effectively with the MicroStation XM platform.

Supports Microsoft Office 2007 & Outlook Email Support for Windows Vista Support for 64-bit Windows Server 2003 Support for SharePoint 2007 Project Level Searching MicroStation Raster Referencing Integration Distributed DGN files functionality Management Workspace

Create a New General Style Interface

Assign Specific Project Level Properties

Lead Project Number Associate Project Number District Section Parish Route Funding Category Work Type Plan Status Form [Letter or Full size] Project Manager

New Project Template

Developing: Researching current design processes Creating unique access lists per discipline Internal and External needs… Internal Example: “Bridge Designer” has write

privileges on the Bridge Facilities folder. “Road Designer” has write privileges on the Road-Site folder.

External Example: “External Consultants” Their list and it’s security is only applied to their consultant folder.


Testing: Centered around security schemas and

their effects on the end users associated task.

Ex: Consultants can only see their folders documents and not other consultants’ data…

Ex: Folder Arranged by DOTD disciplines Road Site, Bridge Facilities, Survey


Applying: Everyday Real-Life scenarios continues to

be the most effective way to polish the folder structures’ naming convention and appropriate security access list changes. DOTD has a lot of turnover that also affects the access lists.

New Project Template 000-00-0000 [The Project

Number] PUBLISHED DRAWINGS

• Project Documents• Project Drawings

STANDARD DRAWINGS• Special Details• Standard Plans

AS-BUILT PLANS BRIDGE-FACILITIES

• Architectural• Bridge-Structural• Electrical• Mechanical• Permits

RIGHT-OF-WAY MAP• Documents• Property Survey• Right-of-Way Map

•ROAD SITE•Documents•Existing As-Builts•Images•Permits•Plans

•SURVEY•Documents•Electronic Survey•Field Data•Photographs

•TRAFFIC•Documents•DOCUMENTS•DOCUMENTS•UTILITIES•Design•Operators•Revision 1•SAVED SEARCHES

DOTD ProjectWise Access ListsAdministrator: Manages ProjectWise System including security and permissions.Designer: Creates Documents. Discipline folder viewing is restricted to

working disciplines.Data Manager: Designer who also manages documents and creates new folders

when necessary within Discipline. [This should not abused]DOTD Data Manager: Can copy files into certain folders and view most folders. Includes

most Data Manager Access Lists.DOTD Data Reviewer: DOTD Data Managers, Project Managers, Program Managers,

Administrators and others who can review data in all project folders (read-only)

DOTD Standards Manager: Data Manager who also manages Standard Drawings

DOTD ProjectWise Access Lists

DOTD Plans Manager: Data Manager who creates projects and oversee standards

management

DOTD Everyone: Can review DOTD project subfolders as follows: Published Submittals

and Standard Drawings.

Consultant Firms: Can Review Published Submittals for their Projects only. Can fill in title blocks in project Standard Drawings folders. Cannot view discipline folders unless explicitly granted permission Can exchange data with DOTD in Consultant folder for their firm only Can review Information Purposes Only Standard Drawings in Public

folder

XM Upgrade TrainingDiscussions and Demonstrations

XM TRAINING OBJECTIVES: General Overview of the New Features of ProjectWise XM Open Discussions about how to improve the current system Set some expectations as to what LADOTD would like to

accomplish Identify some of the new features that LADOTD would like to

see implemented Review some of the new features of ProjectWise from an

administrative aspect Demonstration of some of the new features Review of existing LADOTD ProjectWise Environment Open discussion about issues or improvements to the current

system Suggest possible improvements

Advancements in Project CollaborationProjectWise WEBCLIENT Workflow Go to the ProjectWise WEB- Log In

ProjectWise WEBCLIENT Workflow Type in your User Name and Password… Under your Consultant’s Named folder…Will be

your current Project Number

HTTP://www10.dotd.louisiana.gov/WEL/index.html



ProjectWise WEBCLIENT WorkflowThe Consultant’s In/Out Box Folders in ProjectWise Inbox Consultant:

• This the Consultants’ Individual Mail Box-• DOTD can Drop Data into here and the Consultant can Pull the

Data out. Inbox DOTD:

• This is DOTD’s Mail Box for Data Managers-• The Consultant can Drop Data into here and DOTD can Pull the

Data out. Consultants:[ABC] Engineers Individual Consultant

000-00-0000 Project NumberInbox_Consultant Files From DOTDInbox_DOTD Files From Consultant

Temp Temporary Holding

ProjectWise WEBCLIENT Workflow

ProjectWise WEBCLIENT WorkflowExample Consultant Data Upload: Email Consultant requesting the needed data from

them. Consultant Logs In to ProjectWise, locates their

Consultant named folder and uploads data into the “InBox DOTD” folder.

Consultant Emails a confirmation of uploaded data to PW.

DOTD Moves data into the appropriate project folder location.

DOTD Emails a confirmation to the consultant of receipt.

ProjectWise USER ID Request

LADOTD Internet Page-”Doing Business with DOTD”/”Electronic Standards For Plans”:Choose-“ProjectWise Request For ID”

To Be Completed SOON!

ProjectWise Explorer

PLANS MANAGEMENT SOLUTION

ProjectWise simplifies the otherwise complex Data Management Issues associated with Design and Publishing of Project Plans.

ProjectWise XM at LaDOTD