1. Integrated Project Delivery through Integrated Project Design
Joel A. Rosenbaum

2. Principals of IPD Mutual Respect and Trust Mutual Benefit and Reward
Collaborative Innovation and Decision Making
Early Involvement of Key Participants
Early Goal Definition
Intensified Planning
Appropriate Technology
Organization and Leadership

3. IPD Team Players Owner Architect Structural Engineer Civil Engineer
Developer
Permitting
Officials
Inspectors
Fire Marshals
Interior Designer
Mechanical Engineer
Electrical Engineer
Signage Designer
Material Vendors
Construction Manager
Contractor
Facility Maintenance
Tenant

4. Integrated Project – Closer Look
Project Setup
Team Building and Functionality
Team Formation and Building (“Huddling”)
Team Decision Making
Team Communication
BIM/CAD
Sharing Data
Dispute Resolution
Defining Roles
Defining and Measuring Project Outcomes

5. The Center of the “Huddle”
ProjectWise

6. The ProjectWise Advantage
3/31/2017
…is a project team collaboration and work sharing platform for the design and construction of infrastructure projects while the work is in progress…
…that provides scalable, industry-proven, interoperable engineering/design content management, flexible publishing, and dynamic review capabilities.
Slide Purpose:
To introduce ProjectWise as the solution to those challenges – as an ‘executive summary’ statement
Presenting the ideas and terms to be more fully presented on following slides
Talking Points:
Essentially a rare case of ‘read the slide’ – with important word and idea groupings:
ProjectWise V8i
is a project team collaboration and work sharing platform
for the design and construction of infrastructure projects
that provides scalable, industry-proven,
interoperable engineering content management
flexible publishing
and dynamic review capabilities
(C) 2011 Bentley Systems, Inc.

7. Single Source of Truth “Federated” Project Data Efficiency
To reflect how inter-disciplinary project teams work, with
each participant using their own applications and file formats in their own locations
Word
CAD Model
PowerPoint
Excel
Project
BIM
Database
CAD Drawing
PDF
Slide Purpose:
To reinforce the ‘single source of truth’ and introduce ‘Federated’ project data
Talking Points:
Infrastructure project data is federated – reflecting the federated way in which interdisciplinary project teams work
Each participant uses applications that are specific for their tasks and role, for example in the design and analysis of…
Structural systems
Roadways
Site and civil work
Water distribution
P&IDs
HVAC and MEP Design
and so on
(Feel free to use examples matching your audience)
ProjectWise integrates with these applications, and their formats
and provides a shared “Single Source of Truth” for interacting with project information
A “federated” approach, unlike a “centralized” approach provides the speed and flexibility needed when working with sets of large and interrelated files and data that is federated across multiple sources and locations

8. Integrated Project – Closer Look
Project Setup
Team Building and Functionality
Team Formation and Building (“Huddling”)
Team Decision Making
Team Communication
BIM
Sharing Data
Dispute Resolution
Defining Roles
Defining and Measuring Project Outcomes

9. Is This Your Situation Today?
FTP Site
Network Drive
Network Drive
Network Drive
Network Drive
Share Point Site
FTP Site
Network Drive
Many of us in the design industry are familiar with chaotic file sharing systems like this one.
Talking Points:
(A quick preface to next slide, as a build)
Is your project information scattered across different places, in different systems, with redundant copies?
Are you confident your team can get to the information you need quickly
And that the information they get is the latest information, and is well coordinated with others?
Network Drive

10. Is This Your Situation Today?
Distributed Staff Travel
Missing Information = Errors
FTP Site
Network Drive
Network Drive
Network Drive
Broken References
Time Wasted Searching
Network Drive
Share Point Site
Inconsistent Standards
FTP Site
Different Apps and Devices for Viewing
Network Drive
Large File Transfer
Paper-Based Review
Which leads to lost time, productivity and profits through:
Talking Points:
Do you have these kinds of problems?
Wasting time getting to information
Broken links and references
Slow transfer of large files
Losing feedback
Missing or out of date information
Inconsistent standards
Unnecessary travel and shipping
Needing different applications and devices to interact with information
Etc
(You do not need to match the exact ‘pains’ – feel free to verbally adjust to match what you know about your audience)
Lost Feedback
Manual Design Review
Network Drive

11. “Regional” Office Michigan
ProjectWise - How it Works
Integration Server
Manages Central Files
Core of ProjectWise “Brain”
“Main” Office Texas
“Regional” Office Michigan
WAN
So , before I explain exactly what happened, let’s define some common terms that I will use frequently during the presentation. The ProjectWise system consists of a main server, called the ProjectWise Integration Server, a client, called ProjectWise Explorer, and a database, that controls all the file permissions and transactions. Managed files are not stored in the database, they are maintained on file servers throughout your organization.

12. “Regional” Office Los Angeles “Regional” Office Michigan
ProjectWise - How it Works
ProjectWise Caching Server
Serves File(s) from Office(s) to Office(s)
Reduces/Eliminates Trips Across the WAN to Access Files
Passive and Active Caching
“Main” Office Texas
“Regional” Office Los Angeles
“Regional” Office Michigan
WAN
To help speed up access to files that may be stored in far away servers, the ProjectWise Caching server can be used to serve files between offices. This is an optional “add-on” to the ProjectWise installation.

13. Integrated Project – Closer Look
Project Setup
Team Building and Functionality
Team Formation and Building (“Huddling”)
Team Decision Making
Team Communication
BIM
Sharing Data
Dispute Resolution
Defining Roles
Defining and Measuring Project Outcomes

14. Decision Making – Managing Team Players
Designer
Engineer
Contractor
Owner

15. Integrated Project – Closer Look
Project Setup
Team Building and Functionality
Team Formation and Building (“Huddling”)
Team Decision Making
Team Communication
BIM/CAD
Sharing Data
Dispute Resolution
Defining Roles
Defining and Measuring Project Outcomes

16. Decision Making – Workflow Management
Linear Timeline of a Document
Quickly Obtain Design Status
Notification Messaging
And Owner again with different folder access

17. Integrated Project – Closer Look
Project Setup
Team Building and Functionality
Team Formation and Building (“Huddling”)
Team Decision Making
Team Communication
BIM/CAD
Sharing Data
Dispute Resolution
Defining Roles
Defining and Measuring Project Outcomes

18. BIM/CAD Neutral Application

19. Application Association
Autodesk
AutoCAD
Revit 2010,12, 13 later this year
Bentley
Microsoft
Many more !

20. Title Block Integration
ProjectWise Attributes Linked to Design Drawings
AutoCAD
Bentley
Automatically Enter Data Into Drawing Title Blocks

21. Reference/Link Management – Dependency Viewer

22. AutoCAD Integration ProjectWise Integration Ribbon
Direct PDF Generation
PDF Reference Underlay Support
Multiple xRef Attachment
Exports/Save As Support

23. AutoCAD Integration Sheet Set Manager Support
Search list in Session File Manager
AutoCAD integration delivered for additional Autodesk-based AutoCAD products

24. Audit Trail Events ProjectWise Audit Trail
When was the file modified to be a Central file?
Who has taken a local working copy of the Central file?
Each synchronization with Central event
Who?
When?
From what computer

25. Additional Features Delta File Transfer
Enables WAN team members to work at LAN-like speeds!
Only transfers the changes to the file over the network
Reduces the overall network traffic – benefits all network users
Works from anywhere, no appliance needed
Works for all ProjectWise users
Revit workflows where DFT is used includes:
Synchronize to Central
Reload latest, Reloading changed linked files
Subsequent file open (non-worksharing mode)
Import\export

26. Additional Features Standards Management
Manage and access Blocks, Cells
Revit families (RFA files) and Revit templates (RTE files) in and from ProjectWise
Integrated search dialog in the load family process
Controlled access to standard details
Thumbnails
Access Control

27. Integrated Project – Closer Look
Project Setup
Team Building and Functionality
Team Formation and Building (“Huddling”)
Team Decision Making
Team Communication
BIM/CAD
Sharing Data
Dispute Resolution
Defining Roles
Defining and Measuring Project Outcomes

28. Integrated Viewer Integrated ProjectWise Viewer
Images, Documents, 3D PDF’s
All without Opening the File

29. Bentley Navigator – Dynamic Review
Measure
Fly/Walk
Clip Areas
Attribute Search
Group Items
Clash Detection
Markups
Photorealistic Rendering
Schedule Simulation

30. ProjectWise Web Part
Web Access for Consultants, Project Manager, Contractors and Owners

31. ProjectWise Web Part – SharePoint Integration
Web Access for Consultants, Project Manager, Contractors and Owners

32. ProjectWise Managed Content Financials Project Schedule
With SharePoint we can present information – from multiple sources - to project teams in a single location.
Think of this dashboard view as the “AEC Project Desktop” for your project.
It provides a high-level, federated view for all relevant information. The view can be customizable for each project team member to make sure they see all that they need to see.
[Click] In this example we can see ProjectWise managed content presented alongside additional [Click] financial and [Click] project schedule information which could very well be sourced from Microsoft Dynamics and Microsoft Project Server.
Now if my focus is the engineering content managed by ProjectWise I can also choose to set up a page dedicated to that and nothing else.

33. Folder Structure Document List Document Properties
And here it is.
[Click] On the left here I have my ProjectWise folder structure.
[Click] To the right and at the top I have all documents within the folder I selected on the left.
[Click] And beneath the documents list I can see the details or “document properties” of any one file.
Here SharePoint is providing me with the same access to data and the same access to information about the data that I have within the ProjectWise desktop explorer application.
But it doesn’t stop there. It gets better…

34. View CAD File
I can click… [Click] …on any CAD file…

35. Controlled User Access
Now, we know that user needs differ from one team to another.
Even sometimes within the same teams different users have different needs.
Some users need full access to open and edit files, and save changes to files while others simply need to open, view, and print files.
That’s why we created the ProjectWise Web View Server.
[Click] Its sole purpose is to limit a user’s ability to change information while still enabling full access to search and navigate file and content lists and properties, AND publish information for other purposes.

36. Read-Only Document Access
So when you locate files through a browser that is connected to a Web View Server the options for interacting with a file are restricted.

37. ProjectWise Dynamic Composition Server
Produces Rich Renditions
PDF and Raster
Multiple Input Formats
DGN, DWG, PDF, MS Office, Etc.
Using Predefined Publishing Standards
Presentation, Format, Filename, Destination
Publish On-Demand
Through ProjectWise Explorer
Publish On-Schedule
Keep Renditions Current

38. ProjectWise Navigator Web Part
Integrates with SharePoint 2010 and 2007, as well as stand-alone IIS environments
Interactive 3D model visualization
2D Plan Set Review
Simple analysis capabilities: content search, dimension measuring, business data review
Markup creation over the web

39. Navigator Web Part Markup Features Creating Markups over the Web
Ability to review and modify markups of other users

40. Navigator Web Part Markup Features
Markups Display in the Context of the Model

41. Navigator Web Part Markup Features
Ability to Save Markups as Overlays Directly in ProjectWise
Instant Feedback to Design Team

42. Sharing the Data to the Field - Mobile Device Access to ProjectWise
On demand access to ProjectWise Content for Mobile Field Workers

43. Constructability Reviews Maintenance Inspection Performance Monitoring
The Need for Mobility
Design
Construction
Operations
Safety Inspections
Constructability Reviews
Material Management
Progress Monitoring
Quality Inspection
Commissioning
and more...
Site Inspections
Site Meeting
Design Reviews
Punch Lists
Operational Safety
Maintenance Inspection
Performance Monitoring
Compliance Checking

44. ProjectWise Web and Mobile
SharePoint Search Integration
ProjectWise Content from SharePoint Search
Respects ProjectWise Access Control
Cross Datasource Support
Markup for Navigator Web Part
Create Overlays (Markups)
Mobile Access to ProjectWise
Use ProjectWise Web Parts on Mobile Devices
Touch Support for Tablet Devices

45. ProjectWise Web Server Multi-Browser Support
Broadens Access to ProjectWise Stored Content for Distributed Project Teams
On Demand Web Based access to the most current project data stored in PW repository
For mobile field workers using Tablet devices ( iPad and Android devices)
For external users from Client, Partners, Fabricators and Construction organizations using PC and/or Mac devices
Single multi-platform PW client – minimized maintenance and user training costs

46. ProjectWise Web Server for Tablet Devices, iPad and Android Devices
On-Demand Access to ProjectWise Content
Navigating folder hierarchy or using search to find needed documents
Viewing PDFs and MS Office documents directly in browser
Reviewing document properties and approving documents
Touch enabled interface

47. ProjectWise Web Server on Android Tablets
In SS4 we will also provide support for Android devices.
In adition to what you’ve seen in previous iPad demo, Android devices also allow uploading data created using the device.
This way it becomes very easy to do field inspections and upload data directly to a centralized storage.
Let’s see how it look.s
I log in, navigate to a specific folder, click upload and I’m presented with Android specific dialog allowing me to upload me:
images right after I take them using the build in camera.
I can also record and upload video clips, or
go to the gallery and upload one of the existing images.

48. ProjectWise Web Server on Android Tablets
In SS4 we will also provide support for Android devices.
In adition to what you’ve seen in previous iPad demo, Android devices also allow uploading data created using the device.
This way it becomes very easy to do field inspections and upload data directly to a centralized storage.
Let’s see how it look.s
I log in, navigate to a specific folder, click upload and I’m presented with Android specific dialog allowing me to upload me:
images right after I take them using the build in camera.
I can also record and upload video clips, or
go to the gallery and upload one of the existing images.

49. ProjectWise Web Server on Android Tablets
In SS4 we will also provide support for Android devices.
In adition to what you’ve seen in previous iPad demo, Android devices also allow uploading data created using the device.
This way it becomes very easy to do field inspections and upload data directly to a centralized storage.
Let’s see how it look.s
I log in, navigate to a specific folder, click upload and I’m presented with Android specific dialog allowing me to upload me:
images right after I take them using the build in camera.
I can also record and upload video clips, or
go to the gallery and upload one of the existing images.

50. ProjectWise Web Server on Android Tablets
In SS4 we will also provide support for Android devices.
In adition to what you’ve seen in previous iPad demo, Android devices also allow uploading data created using the device.
This way it becomes very easy to do field inspections and upload data directly to a centralized storage.
Let’s see how it look.s
I log in, navigate to a specific folder, click upload and I’m presented with Android specific dialog allowing me to upload me:
images right after I take them using the build in camera.
I can also record and upload video clips, or
go to the gallery and upload one of the existing images.

51. ProjectWise Web Server on Android tablets
In SS4 we will also provide support for Android devices.
In adition to what you’ve seen in previous iPad demo, Android devices also allow uploading data created using the device.
This way it becomes very easy to do field inspections and upload data directly to a centralized storage.
Let’s see how it look.s
I log in, navigate to a specific folder, click upload and I’m presented with Android specific dialog allowing me to upload me:
images right after I take them using the build in camera.
I can also record and upload video clips, or
go to the gallery and upload one of the existing images.

52. Support for Safari on Mac Devices

53. ProjectWise iPad Apps

54. Summary of IPD Mutual Respect and Trust Mutual Benefit and Reward
Collaborative Innovation and Decision Making
Early Involvement of Key Participants
Early Goal Definition
Intensified Planning
Appropriate Technology
Organization and Leadership

55. Summary of IPD Mutual Respect and Trust Mutual Benefit and Reward
Collaborative Innovation and Decision Making
Early Involvement of Key Participants
Early Goal Definition
Intensified Planning
Appropriate Technology
Organization and Leadership

56. Summary of ProjectWise
Single Source of Truth
Document Security
Workflows and States
Audit Trail (Change Tracking)
Application Integration – Revit, AutoCAD, Bentley, Microsoft and more!
Delta File Transfer – Solving the Large File Problems
Web Based Collaboration
Mobile Apps

57. Joel A. Rosenbaum