2 Presentation Outline Project Model in ProjectWise Project Components and DefinitionsProject Creation ProcessesProject Creation WizardBusiness Value
3 Projects in the AEC World Today Many organizations have a project-based or influenced workflowProjectsProgramsWork OrdersMaintenance RequestsDefined task/set of tasks with a core group of team membersFrequently modeled in ProjectWise with folder structuresYou don’t always have just one – Need Scalability
4 Limitations of Modeling Projects with Folder Structures SearchesAccess ControlTemplatesPropertiesComponentsNeed intermediate “layer” between datasource and folders
5 ProjectWise Project Definition What is a ProjectWise Project?An enhanced ProjectWise folderA hub for real world project dataDocumentsComponentsSaved SearchesResourcesSub-projectsAccess ControlBetter reflects real-world projects and project workflow
6 Project NavigationProjects can exist at different levels in the file treeEach project has:Saved SearchesAccess ControlProperties (for searches and titleblock integration)Projects can be moved/copied/deleted/exported/archived
8 SubprojectsCan have folders and projects in the file tree underneath another projectProjects located under another project is called a subprojectSubprojects act the same as a projectsInheritance operates from the top-level project downBusiness Value – better model real-world workflows
9 Project Benefits Search\Query improvements Access control Project resourcesProject templatesProject types & propertiesIntegration with DGN project indexComponent-Project associationArchive/Export toolsMore 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.
10 Search\Query Improvements Search for folders by folder propertiesSearch by project propertiesSearch for documents and/or componentsSave search into project-specific search locationBusiness Value:Increased project efficiencyMarketing
11 Access Control\Project Participants DS Admin defines project creation/modification/deletion permissionsDefine “who” has access to the project (User / Group)Documents, folders, project, and components settings
12 Project ResourcesLists of values that can be associated with objects within a projectLimits the number of choices available to the user to just what is needed (according to the Admin)Examples – applications, environments, workflow, participants, workspace profiles, storagesResources are automatically inherited by sub-projectsBusiness Value – standardize and control project set-ups, eliminate unnecessary variability.
13 Project TemplatesCreate projects from existing projects (“Seed” project)Can use parts or all of the template projectSpecifically can include\exempt:Sub-projectsFolder HierarchyDocumentsAccess ControlComponentsSaved SearchesResourcesBusiness Value – Helps scale to many projects. Eliminates reinventing the wheel, allows for project-standards to be set-up and followed
14 Project TemplatesUseful method to start-up new projects by delivering:CAD StandardsCell libraries, DGN Libs, materials files, macros, seed files, etc.Project folder structure“Canned” saved searchesEasy way to make sure projects are set up quickly and properly!
15 Project TemplatesProject settings define where your templates are storedNot required to choose a location
16 Project Types and Properties Project Types are reusable “containers” of pre-defined project properties that can be assigned to projectsDefine and choose project typesDefine project propertiesProperties are exposed for searching, environments, and titleblocksBusiness Value – Set up and re-use consistent terms, comprehensive titleblock updates, easier searches for data and corporate metrics
17 Project Types and Properties Create in ProjectWise Admin.Allows use of pick-lists and default valuesCan edit project type and picklist after creation
18 Creating ProjectsSimple method to create new projects – Project Creation WizardAllows for the use of templatesSet-up project properties, resources, participants, and access controlCan upgrade an existing folder to a projectBusiness Value – consistent project creation with easy set-up saves time.
19 Project Creator Wizard Pick Project TemplateDefine folder properties (Environment, Storage, etc.)Pick Project TypeSelect Project ResourcesProject Participants and Access Rights
20 Project Creator Wizard Pick Project TemplateDefine folder properties (Environment, Storage, etc.)Pick Project TypeSelect Project ResourcesProject Participants and Access Rights
21 Project TemplatesPick a template and define what to copy
22 Project Creator Wizard Pick Project TemplateDefine folder properties (Environment, Storage, etc.)Pick Project TypeSelect Project ResourcesProject Participants and Access Rights
24 Project Creator Wizard Pick Project TemplateDefine folder properties (Environment, Storage, etc.)Pick Project Type and enter property valuesSelect Project ResourcesProject Participants and Access Rights
28 Project Creator Wizard Pick Project TemplateDefine folder properties (Environment, Storage, etc.)Pick Project TypeSelect Project ResourcesProject Participants and Access Rights
29 Project Participants Predefined roles to simplify settings: Project Administrator - Read / Write everything in the projectProject Leader - Read / Write folders, documentsProject Team Member - Read / Write documentsProject Observer - Read onlyNo AccessCustom
30 Additional Features of Projects Components are displayed under projects containing the source DGNSubproject only displays components specific to it, while parent-project displays all componentsProvide mechanism for importing and exporting MicroStation XM DGN Project IndicesProject Import\Export functionality
31 Some Supported Project Workflows AEC firm under contract for servicesOwner-operator facilities projectsGovernment agencyMulti-vendor consortiumLarge multi-phase, multi-service project
32 SummaryProjectWise XM provides a new methodology for managing project dataProvides tools for reuse of success:TemplatesProject TypesAllows you to develop workflows that mirror your business operationsCan easily migrate existing folders to projectsScales to manage many projectsSaved SearchesProject Creation Wizard