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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

CAD Standards Compliance Tools (LaDOTD and Consultants)

What about this guy?

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

http://wwwsp.dotd.la.gov/Pages/default.aspx

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

Managed Workspace Setup - Files”

Existing Workspace files imported into ProjectWise

Managed Workspace Setup - CSBs”

Config files recreated as Configuration Settings Blocks

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)

CADconform Drafting Menu

Short Menu>Menus Across Option for Bridge Design

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

‘Conform’ Interactive Checker

‘Conform’ tool works somewhat like a spellchecker

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

Altiva ControlCAD Reports in ProjectWise

Check AttributesCheck CAD Standards

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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37 | WWW.BENTLEY.COM

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ted Automating LaDOTD Design Publishing( Updated 9/27/2014 - HW )

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

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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.

LaDOTDAutomated Plan Delivery Workflow

FalconElectronic Plans

Distribution Center

PDF DrawingXML Index

Watched Folder


“Watched Folder”

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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

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Consultant Plans Repository


System

CAD Plans Folder


FalconElectronic Plans

Distribution Center


Watched Folder


“Watched Folder”






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System







“Watched Folder”Falcon

Electronic Plans Distribution

Center

CAD Plans Folder


PDF Submittal Folder(“Final Plans”)

PDF

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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

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