Using ProjectWise to Manage Multiple Projects

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

ProjectWise Structure This BECOMES This Pre-ProjectWise XM ProjectWise XM

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 location Business 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 titleblocks Business 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 Templates Pick a template and define what to copy

Project Creator Wizard Pick Project Template Define folder properties (Environment, Storage, etc.) Pick Project Type Select Project Resources Project Participants and Access Rights

Folder Properties

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 Type Select Project Type

Project Creator Wizard Pick Project Template Define folder properties (Environment, Storage, etc.) Pick Project Type Select Project Resources Project Participants and Access Rights

Resources

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 AEC firm under contract for services Owner-operator facilities projects Government agency Multi-vendor consortium 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