1. Using ProjectWise to Manage Multiple Projects

2. Presentation Outline Project Model in ProjectWise
Project Components and Definitions
Project Creation Processes
Project Creation Wizard
Business Value

3. 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

4. Limitations of Modeling Projects with Folder Structures
Searches
Access Control
Templates
Properties
Components
Need intermediate “layer” between datasource and folders

5. 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

6. 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

7. ProjectWise Structure
This
BECOMES
This
Pre-ProjectWise XM
ProjectWise XM

8. 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

9. 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.

10. 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

11. 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

12. 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.

13. 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

14. 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!

15. Project Templates
Project settings define where your templates are stored
Not 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 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

17. Project Types and Properties
Create in ProjectWise Admin.
Allows use of pick-lists and default values
Can edit project type and picklist after creation

18. 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.

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

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

21. Project Templates
Pick a template and define what to copy

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

23. Folder Properties

24. 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

25. Project Type
Select Project Type

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

27. Resources

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

29. 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

30. 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

31. 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

32. 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