Integrated Project Delivery through Integrated Project Design Joel A. Rosenbaum

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

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

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

The Center of the “Huddle” ProjectWise

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.

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

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

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

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

“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.

“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.

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

Decision Making – Managing Team Players Designer Engineer Contractor Owner

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

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

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

BIM/CAD Neutral Application

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

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

Reference/Link Management – Dependency Viewer

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

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

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

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

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

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

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

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

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

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

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.

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…

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

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.

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.

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

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

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

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

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

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

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

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

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

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

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.

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.

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.

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.

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.

Support for Safari on Mac Devices

ProjectWise iPad Apps

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

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

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

Joel A. Rosenbaum