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ProjectWise (PW) Digital Contract Plans, Specifications, & Supplemental Documents. Presenters. Bruce Bourgoin, P.E . - Transportation Supervising Engineer Julie Annino - Transportation Engineer III Mathew Calkins - Transportation Engineer II. Learning Outcomes .

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Presentation Transcript
slide2

Presenters

Bruce Bourgoin, P.E. - Transportation Supervising EngineerJulie Annino - Transportation Engineer IIIMathew Calkins - Transportation Engineer II

learning outcomes
Learning Outcomes
  • Define ProjectWise and its Uses
  • Find and Apply Basic ProjectWise Functions
  • Know How to Request a PW Project Container
  • Apply Digital Project Procedures
why do i need to know
Why do I need to Know?
  • Implementing - Phase I of Digital Projects

Scope:

  • Plans
  • Specification
  • Supplemental Documents
  • ProjectWise
phase i
Phase I
  • FDP Dates later than 5/1/2011:
  • Plans
    • Published in PDF (Not Mylar)
    • Digitally signed
    • Submit & stored in PW
  • Specification
    • Word (.doc) format
    • Submit & stored in PW
  • Supplemental Documents
    • Estimates, Time Charts, etc.
      • PDF format
      • Submit & stored in PW
upload notification
Upload Notification
  • All other business is as usual
    • Paper Copies
    • Communication
      • Memos
      • Emails
      • Etc.
how did we get here
How Did We Get Here?
  • Governor Rell’s Executive Order #3
    • AASHTO TRNS*PORT
  • Governor Rell’s Executive Directive #3
  • Pilot Projects
projectwise its uses
ProjectWise & Its Uses
  • Distributed Engineering
    • On the Cloud
    • Access from anywhere
  • Document Management System
  • Database
    • Information about projects, folders, documents
  • PW Applications
    • Projects (State and Consultant Design)
    • Bridges
    • Signals
slide13

“Example of File Handling”

Project

Container

Folders

Documents

projectwise definition
ProjectWise Definition

Document Management System

  • Database to store documents
  • Centralized location
  • Controlled access

Document

Creator

Highways

Bridge

Original

Document

Facilities

Traffic

projectwise definition15
ProjectWise Definition
  • ProjectWise is a database
    • A document is a record in a database
    • The record contains information about the document including the storage location

ProjectWise

Server

File Server

ProjectWise

Storage Area

Internal Network

basic projectwise functions
Basic ProjectWise Functions
  • Log In
  • Interface
  • Projects
  • Project Container
    • 100_Contract Plans
    • 240_Contract Development
  • Project Properties
  • Documents
  • Folder/Document Access
  • Searching Project & Folders & Documents
  • Security
  • Audit Trail
projectwise log in
ProjectWise Log In
  • ProjectWise usernames and passwords
    • distributed after the presentation
  • See Section 3.2.1 of the Digital Project Development Manual (DPDM) for ProjectWise login
projectwise interface
ProjectWise Interface
  • ProjectWise Explorer is the user interface
  • ProjectWise Admin creates accounts (usernames/passwords)
  • ProjectWise Datasources contain projects with their folders and documents
    • ConnDOT
projectwise interface19
ProjectWise Interface

Projects

Documents

Properties

slide20

Projectwise Interface - Document Icons

Indicate the type of document

Text document

Word Document

Adobe .pdf document

Excel document

MicroStation document

InRoads document

projectwise interface document icons
ProjectWise Interface - Document Icons

Read/Write (can edit the document)

Read only access

Locked – Either checked out or exported

(Document still can be opened as read-only)

Checked out

Exported

Final Status of document

Final Status of a Version

projectwise projects
ProjectWise Projects
  • Lead Designer requests a project from AEC applications
    • Fills out PDF form
  • Information from this form is used to create the project and assign Project Properties
  • See section 1.2 of the Digital Project Development Manual for Project Request Form
    • http://www.ct.gov/dot/lib/dot/documents/aec/projectwise_project_request_form.pdf
projectwise structure
ProjectWise Structure
  • The ProjectWise datasource is a repository of folders and documents
project properties
Project Properties
  • Project Properties provide project information
  • Allow searching and sorting
  • Examples of Project Properties:
    • Project Title
    • FDP, DCD, ADV
    • Towns/Routes
    • Project Manager
    • Project Engineer
project properties continued
Project Properties Continued

Project properties

for a Transportation Project

general information on documents
General Information on Documents
  • Any file uploaded into ProjectWise becomes a document
  • Check Out/Check In
  • Access
  • Attributes:
    • Label
    • Main Category
    • Sub Category
    • Description
    • Name
document caching
Document Caching
  • Check out
    • Copied to local computer
    • Automatic
  • Save
    • Changes are saved to a local copy
  • Check in
    • Changes are written back to the server
  • Free
    • Changes are not written back to server
check out documents
“Check Out” Documents
  • “Check out” downloads a copy on your computer
  • Locks the document and makes it read only

Documents Window

Checked-

out

document

check in document s
“Check in” Document(s)
  • “Check in” uploads the modified document

Various

“check-in”

options

Check-in options:

  • Check in – Uploads modified document
  • Update Server copy – Replaces server copy but keeps it checked out
  • Free – Removes a lock on a document (changes are not made to the document since it was checked out)
folder document access
Folder/Document Access
  • Access is set up by groups
  • Types of Access
    • Create
    • File Read
    • Read
    • File Write
    • Write
    • No Access
searching for projects folders documents
Searching for Projects & Folders & Documents
  • Three ways to search in ProjectWise
    • Search by Form
    • Search Builder
    • Saved Searches
      • Created by ProjectWise Admins
      • Created by Users
slide35

Document Search by Form

Document

Properties

Search

Criteria

File

Properties

Folder

Properties

slide36

Project/Document Search – Search Builder

Search for

documents,

folders or

projects

Search

Criteria

projectwise other basic functions
ProjectWise - Other Basic Functions
  • Audit Trail
  • Project/Folder/Document Security
audit trail
Audit Trail
  • Records document and folder activity
  • Tracks all actions when a document was created, edited or deleted
  • Records are reset after a certain point
projectwise security
ProjectWise Security
  • Access to projects, folders and documents is given to groups
    • Each Engineering discipline is a group
  • If a group does not have access to a project, they will not see it in the datasource
digital project procedures
Digital Project Procedures
  • Digital Project Development Manual
  • Contract Documents
    • Plans
    • Specifications
    • Supplemental
  • Submitting Contract Documents
  • Processing of Contract Documents
  • Demonstration
digital project development manual43
Digital Project Development Manual
  • Section 1 – Format
  • Section 2 – Digital Signatures
  • Section 3 – Submittal of Contract Documents
  • Section 4 – Revisions
contract documents
Contract Documents
  • Creation and Format (FDP, Addendum, and Change Order)
    • Contract Plans
    • Contract Specifications
    • Supplemental Contract Documents
      • Documents that are submitted to Processing at FDP
contract plans
Contract Plans
  • Discipline Subsets (Section 1.9 & 1.10)
  • List of drawings (Section 1.4)
  • Sheet numbers (Section 1.6.2)
  • “Watermarking” - Scanned image of the Designers signature (Section 2.4)
  • Digital Signatures (Section 2)
    • 01_General
    • 02_Revisions
    • Design Subsets
    • Standards
discipline subsets
Discipline Subsets
  • First subset always 01-General
  • Second subset always 02-Revisions
  • All other subsets
  • Standard drawings are separate subsets
    • CTDOT_Highway_STD
    • CTDOT_Traffic_STD
discipline subset
Discipline Subset
  • 01_General
    • Title Sheet
    • Legend Sheet
    • Detailed Estimate Sheets
discipline subset48
Discipline Subset
  • 02_Revisions
    • Index of Revisions (See section 1.4)
discipline subset49
Discipline Subset
  • 03_(Generic Design Subset)
    • Contract Plans
discipline subsets50
Discipline Subsets
  • Standard Subsets
subset requirements
Subset Requirements
  • Sheet Numbers
  • List of Drawings
  • List of Subsets – 01_General
  • “Watermarking”
  • Digital Signature
subset requirements52
Subset Requirements
  • Sheet Numbers – Use a “Bates” numbering system
    • 03.01 thru 03.25
  • Placed using Adobe (section 1.6.2)
subset requirements53
Subset Requirements
  • List of Drawings
subset requirements54
Subset Requirements
  • List of Drawings (cont.)
subset requirements55
Subset Requirements
  • List of Drawings (cont.)
subset requirements56
Subset Requirements
  • List of Subsets
subset requirements57
Subset Requirements
  • Watermarking – Scanned image of Designer’s Signature
  • Placed using Adobe (section 2.4)
subset requirements58
Subset Requirements
  • Digital Signatures
    • 01_General – Three signatures
    • 02_Revisions
    • Design Subsets – Principal
    • Standards – Principal signs index sheets
  • Placed using Adobe (section 2.6)
subset requirements59
Subset Requirements
  • Digital Signature - Subset 01_General
      • Principal Signs at FDP
      • Manager and Administrator Sign after Processing Approves
      • See section 2.6.1
subset requirements60
Subset Requirements
  • Digital Signature - Subset 02_Revisions
      • Not signed at FDP
      • See section 2.6.2
subset requirements61
Subset Requirements
  • Digital Signature – Design Subset
      • Principal
      • See section 2.6.3
subset requirements62
Subset Requirements
  • Digital Signature – Standards Subsets
      • Principal
      • See section 2.6.4
contract plans addendum and design initiated change order
Contract Plans – Addendum and Design Initiated Change Order
  • Requirements
    • Discipline subsets
      • Include only the changed sheets
    • Digitally signed on the first sheet
    • Sheet Numbers
    • “Watermarking”
  • X’s will be placed on original sheets when change is approved for Advertising
  • See Section 4
contract specifications
Contract Specifications
  • Specifications shall be created using current procedures
  • Submitted in Word format in (1) zipped folder
  • See section 3.2.5
supplemental contract documents
Supplemental Contract Documents
  • 8.5” x 11” PDF documents
  • Not required to be digitally signed
  • See section 1.4 for format, and section 3.2.6 for upload information
submitting contract documents
Submitting Contract Documents
  • Document Attributes
    • Why we attribute documents
    • CTDOT Document Attributes
  • Uploading Documents
why we attribute documents
Why we Attribute Documents
  • Replaces need for subfolders
  • Essential to ProjectWise views
  • Allow for easier searching and sorting
  • Essential in processing projects for Advertising
  • Essential for Project organization
document attributes
Document Attributes
  • Discipline – Contract Documents = CT
  • Main Category – Major category of documents
  • Sub-Category – Secondary category of the documents
  • Project Number
  • Label – Short document description
  • CTCode – Concatenation of attributes
slide70

Document Attributes

  • Main and Sub Category
document attributes71
Document Attributes
  • Project Number - taken automatically from the project properties
  • Label
    • Contract Document label’s must be in accordance with the Digital Project Development Manual (Section 3)
document attributes72
Document Attributes
  • CTCode
    • Combines all other attributes
    • Document name and file name
uploading documents
Uploading Documents
  • Submittal Location
  • Drag and Drop
  • No Wizard
    • Allows for uploading without attributing
  • Advanced Wizard
    • Allows for uploading and attributing (preferred)
  • Document Name
  • File Name
uploading documents74
Uploading Documents
  • Submittal Location
    • Contract Plan Discipline Subsets
      • 100_Contract Plans Folder
    • Contract Specifications and Supplemental Contract Documents
      • 240_Contract Development Folder
uploading documents75
Uploading Documents
  • No Wizard
    • After document is uploaded
      • Attribute
      • Change Document Name
      • Change File Name
uploading documents76
Uploading Documents
  • Advanced Wizard (Preferred)
    • Attribute the document
    • Change document name and file name
processing contract documents
Processing Contract Documents
  • Dynamic Security
  • Review Process
  • Processing’s Comments
  • See section 3.2.9 for Contract Plans workflow (FDP - Advertise)
processing contract documents79
Processing Contract Documents
  • Dynamic Security
    • States
      • Document Transfer
      • Processing
      • Advertise
processing contract documents80
Processing Contract Documents
  • Review Process
    • Processing - Comment on FDP subset
    • Designer - Submit DCD subset with comments incorporated
    • Processing – Compares FDP to DCD subset
    • Processing – Approves, plans get advertised
processing contract documents81
Processing Contract Documents
  • Comments
    • Plans
      • Comment reports for each discipline subset
      • 240_Contract_Development Folder
    • Specifications and Supplemental Documents
      • Comments will be forwarded
demonstration
Demonstration
  • Preparing the discipline subsets
    • Watermark
    • Sheet numbers
    • Digital Signatures
  • Uploading the discipline subsets
    • Attributing
    • Document Searches
      • Category Filter and Saved Searches
  • Processing of Plans
  • Preparing and submitting Addendums and Design Initiated Change Orders
contacts
Contacts
  • Julie Annino – (x2730)
  • Bruce Bourgoin – (x2760)
  • Matt Calkins – (x2988)