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Studio360 Overview How to standardize, simplify, & streamline your most valuable product… your knowledge Lonnie Caroon – Standards, Applications and Solutions.

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Presentation on theme: "Studio360 Overview How to standardize, simplify, & streamline your most valuable product… your knowledge Lonnie Caroon – Standards, Applications and Solutions."— Presentation transcript:

1 Studio360 Overview How to standardize, simplify, & streamline your most valuable product… your knowledge Lonnie Caroon – Standards, Applications and Solutions Manager Schneider Electric – Buildings Americas

2 What is Studio360? Design360? Esitmate360?
Studio360 – Where you store it… Automated file management tool for all project information Estimate360 – Where you price it… Used to create complete estimates for systems including Parts, Labor, and Subcontracts Design360 – Where you create it… Used to create submittal, installation, record drawings

3 Engineering Platform Architecture
Studio360 Global Parts User Licenses New Builds Templates Reports Std Systems Office Parts Office Data Project Data Office Files Templates Project Files Global/Regional/Office/User search and reuse Global Database integration Office / User customization Advanced file management (versioning…) User Parts Office Parts User Library Standard Project Directory Structure File Versioning / Backup Online / Offline Sync Project File Archiving User Roles / Permissions Search & Reuse Project Solutions Search & Reuse Standard Systems Automatic Parts / Pricing / PDF Updates Library Files Project Files Studio360 + Estimate360 + Design360

4 Shortcuts File Folders Projects Servers
Launches Studio360 in background – upload file to server when finished Folders Launches Studio360 server project open to the folder Projects Launches Studio360 server project open to the root folder Servers Launches Studio360 Open Project Windows – choose from any project

5 Remote Login Share projects files and resources between offices / locations Does not require Box, Dropbox or other FTP services Must be on same network or VPN Time saving access Shortcuts Favorite Projects Recent Projects Must be give permission to login to other branches User can request access / admin adds permission Selective permissions model – share or hide as needed

6 Opening Projects Local / Server Online / Offline Filters
Project types Project groups Search Recent Projects Adjustable Favorite Projects Any project Any server

7 Project Folder Templates
Create standard folder structures for all projects Separate templates based on job type Find files in common locations Reflect business processes: sales to service Include: Tasks lists Documents / links Shortcuts Project properties

8 Project Properties Enter data once – reuse throughout the project
Minimize mistakes Auto populate: Reports Letters Submittal documents Schedules Any MS Word, Excel or Visio file

9 Document Version Control
Keep all project files in one central location Keep each file safe using version control Ensures working with latest and greatest Great for team collaboration Reduces risk of “losing” work File conflict resolution Lock files / folders View previous versions Recycle bin / recover Server storage of deleted files Enables business process quality

10 Custom Templates One copy of office templates – distribute to all users Keep users up-to-date, no user actions Right click – Add new files General files (letterhead) Based on folder name or type Organize templates with folders / subfolders Maintain file naming standards – create as “file name” Auto populate templates with project properties

11 Searching for Documents
Quickly locate files in a project Can do a simple search on file name Advanced search on multiple criteria File size File type Modified date (before and after) Specific text (in filename) Document state (Preliminary, Submitted, etc.)

12 Storing Emails Emails are project documentation
Often end stuck in someone’s inbox Store in Studio360 tab Available to all users (permissions) View messages and attachments Search subject, author, or body for keywords cc: project for automatic routing to folder Drag and drop

13 Parts Database Global parts database (PREP) Available in iPortal
Schneider Electric manufactured Strategic vendors What is the database? ~25,000 + parts Manufacturer / vendor information Part status Alternate parts Current pricing Current PDF documents

14 Searching The Database
Tools -> Browse Parts Search Filters Keywords Part Number Manufacturer Vendor Categories Criteria Filters Top parts – branch favorites Current parts – no obsolete Tested parts – tested with Design360 SE Strategic Parts SE Manufactured Strategic Vendors SE Rating

15 Part Information Select part from filter results
Right click – View Part Description Part status Alternate part Vendor information (pricing) PDF files (double click) Estimating factors Misc. fields (dimensions, certifications, etc.) SE Branch Pricing (SE branches only) Right click – View PDF Copy to Clipboard Part number Description Mfg list price Vendor Price Entire Row

16 Task Lists Create a task list for each project
Apply tasks to project template Tasks assigned to folders Monitor task completion Not started In Progress On Hold Waiting for someone Process Exception Complete Assign to S360 users (notification future) Run complete Excel reports to see task progress

17 Multi File Libraries (MFLs)
Simplify the search process Common nomenclature system Single source search tool Search across business unit or company Search by criteria, equipment, customer, or capability Multi File Library is a container for any file type Design360 and/or AutoCAD drawings Sequences Graphics Application programs Start-up / commissioning docs Estimates

18 Finding Proven Solutions
Search solutions based on: Keywords Categories General Criteria Equipment Features

19 MFL System List Contains a list of all systems Search to narrow list
Compare libraries to see differences All files on local workstations Enterprise and office distribution New uses: Distribute Drawing Standards Standard VAV Applications

20 MFL System Contents Design360 drawing Sequence of operation (Word)
System diagram Controller wiring Device / wiring details Panel Layout Sequence of operation Sequence of operation (Word) Roll up bill of material Checkout sheet System point list Preview image Estimate360 export Parts Points Application file export Program binding template IO binding template

21 Getting the SE Multi-File Libraries
Smartware hosts files Office admin downloads files Admin -> Parts Database File -> Dashboard Other Distributables tab Click arrow Users choose content Tools -> Options Local Files tab Download Options … Select SE Multi-File Library Files Videos Updating the parts database User selection of downloadable files

22 Estimate360 Create Estimates By System Add System Parts
Easy to duplicate Easy to re-use Add System Parts Add System Points Add System Labor Compare Estimates with Design

23 Valve / Damper Schedules
Valve selector tool 5000+ valve assemblies Cv calculator Choose on valve properties Choose on actuator properties Pictorial of parts Right click on part for more info Valve schedules Populated from valve selector Advanced calculations Part of project Available for BOM reporting Order in iPortal with tags Damper schedule similar

24 Design360 Separate module – license added to Studio360
MS Visio 2003 / 2007 / 2010 / 2013 D360 Templates Table of contents System diagrams Custom templates (SE custom templates available) Stencils / Shapes – Drag and Drop Default shapes Custom shapes (SE Custom shapes available) Used to create: Airflow / piping diagrams Controller diagrams Wiring / device details Installation details / standards Panel drawings Floorplans Valve / damper / airflow schedules Assemble / print PDFs Reports BOM Checkout sheets Point lists iPortal imports / purchase requisitions SmartStruxure IO import

25 System Diagrams Depicts Required Wire Conductors
Indicates Relative Position of Devices Sensor Shapes are assigned to Controllers for easy wiring configuration. Indicates Controller Location and Terminations Indicates Wiring Terminals

26 Controller Diagrams Product Lines supported Automation
SmartStruxure AS & IO Contiuum b3 and i2 Vista IA Series – MNB, MNL, NW8k, DMS I/Net SE Room Controllers – SE7000 & SE8000 SmartStruxure Lite Automation Auto Insert Power configuration / wiring Resistors / DIP switch / Jumpers More…

27 Controller Configurations
Controller power – correct every time IO configured automatically or entered manually Include transformer wiring or show at device Choose LAN order from a list of controllers Automatically configures DIP Switches, Jumpers and Resistors based on point type Update point names, point type (0-10V, 4-20 ma, Thermistor…), shield Choose between Current or Voltage outputs Connect IO Modules from list

28 Misc Drawings Panel Drawings Wiring / Device Details
Scaled controllers and devices BOM compatible SE Custom Shapes Wiring / Device Details Ladder logic Installation details Sequences of Operation Import from MS Word Roll up BOM Import from BOM report Table of Contents Automatic / configurable

29 Design360 Automation Tools
Update Bill of Material Automates BOM – no more manually counting parts Valve selection tool Quickly create valve schedules SmartStruxure power supply calculator Maximize IO modules – no more “best guess” Error checking Automates identifying common mistakes Automate materials management Import iPortal shopping carts

30 Importing an MFL Drawing

31 Network Tree Model of BAS and IP network
Each controller object stores: Addressing information Application files & graphics store Tasks / notes / s / files Passwords Instantly generate Network Drawings Store workstation backup or entire site Combine client projects into one network Import Continuum .dmp files to build tree Add controllers to network easily Document existing client networks Invaluable tool for SmartStruxure transitions

32 Reports Bill of Material Material cost Recommended Alternatives
Checkout sheets System point list Point statistics SmartStruxure IO Custom reports Select any default and modify Use standard fields from project

33 Part Ordering iPortal Shopping Cart Manual Purchase Requisitions

34 Design360 Tools Page Wizard Table of Contents Print Manager
Select drawing to include Rearrange page order and update #s Updates Visio drawings automatically Table of Contents Generate TOC drawing quickly Print Manager Send to printer in drawing order Create PDF in drawing order Revision Notes Add / annotate drawing revision Remove revision bubbles quickly Valve Legend Generate a piping detail for each type of valve Gather PDFs Quickly assemble all PDFs from BOM PDFs updated from database Copy to folder or zip / print to PDF

35 Submittal Generator Generate a PDF electronic submittal including:
Any document in the project Any drawing or selection of drawings Order specified in Page Wizard Run and “print” any report (checkout sheets, BOM, etc.) Part PDFs from hardware engineering Specify order and grouping Features of the electronic submittal Output to a single pdf file PDF bookmarks to pages and section Section pages and dividers with or without TOC Overall page numbering scheme for entire package Re-generate quickly if individual docs change

36 Maximize Your Savings Full SE Branch adoption in 2012 10% Savings on Total Hours/Point on 360 Projects vs all other Projects Savings in Hardware Design Automated Design tools There was a learning curve Savings in Field Labor Consistent Drawings Accurate Solutions eliminate re-work Up-to-date data Savings on Management Less time coordinating and correcting issues between field, install, and Engineering

37 How to Get Started Purchase or Designate Server Hardware
Install the software on your server Create, configure and manage the SQL Server database Create, configure and manage the shared folder on your file server Set up file server permissions Install the software on Workstations Appoint an IT Administrator Create and manage User Accounts and Permissions Manage and issue Workstation License codes Manage, customize and add to the Parts Database Manage and control software updates for other users Create and distribute custom templates for Design360 Appoint an Office S360 Administrator Quantity of Licenses Required Type of Licenses required Group Permission definitions Determine Users and Roles Contact Smartware for Hardware requirements Existing multi-use Server vs. Dedicated Server

38 Order and Implement Pricing Ordering
Setup Fee - $500 (one time per company) Studio360 (required on all workstations) $300/user up-front $60/year renewal Design360 (optional) $1,000/user up-front $225/year renewal Estimate360 (optional) Ordering Studio360 required; Design360 and Estimate360 additional modules Free upgrade from Designer Suite 2005 to Design360 Contact Smartware directly

39 Training is Available Schneider Electric Technical Training
Online Studio360 Basics 3 hour webinar available monthly Online Estimate360 Basics Design360 Project Design & Engineering 5 day Instructor led course available quarterly Register in the Buildings Business Training Center Example Project Files Available at

40 Ongoing Support Support Smartware Technologies Schneider Electric
Administrator guide available: Studio360 Help menu and User guides available: Studio360 Help menu and (716) Schneider Electric Area360 Americas - Area360 Quick Help - MFL / Custom Stencils / Templates –

41 In Summary Studio360 is ready today Tools, processes and training are constantly improving Schneider Electric and Smartware are partnered for your success You can begin immediately to: Automate the mundane Improve quality and consistency Reduce cost and cycle time Protect and share information Store proven solutions and reuse easily Increase face time with your customers React quickly to new product offerings Standardize, simplify, & streamline your most valuable asset… your knowledge

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