Hans Koorneef, EIM Technical Director EMEA

Transcription

1 Bentley Transmittal Services for ProjectWise Users Hans Koorneef, EIM Technical Director EMEA

2 Agenda What is a Transmittal? Current Transmittals and Submittal Processes Existing Market Challenges Bentley Transmittal Services Summary Q&A Bentley Systems, Incorporated

3 What is a Transmittal? Client For approval Deliverables for review AE firm Partners Responses Bentley Systems, Incorporated

4 Bentley Transmittal Services Advantages Project Team Members Engineering Content Clients and Contractors Confident Contractual Communications Speedier Project Execution Document Controller Trusted Transmittals Bentley Systems, Incorporated

5 A Vocabulary Transmittal Data sent outside of organization (outbound) Note - A Transmittal can be a Submission to someone else's system Submittal Data received into organization (inbound) Transmittal Letter Letter describing the contents of a transmission Transmittal Content Documents to be transmitted Transmittal Preparation Gathering together th files together th with a Transmittal Letter Register A register it of what ht was sent to who when and what ht action should be taken or is expected Bentley Systems, Incorporated

6 Current transmittal process (outbound) Takes 1-5 days to create a package Takes up to 7 days just to deliver to the reviewer Tracking hundreds of Available ab now packages consumes a lot of time Bentley Systems, Incorporated

7 Current submittal process (inbound) Often takes 3-4 weeks to review instead of 2 weeks contractual obligation 70% of currently manual CAD standards checking could be automated Coming soon p g Tracking hundreds of packages consumes a lot of time Bentley Systems, Incorporated

8 Existing Market Challenges Design firms and O/O need to mitigate risks Not meeting contractual obligations (content, time) Unable to prove delivery of information Execs and PMs lack visibility of project status Unable to easily determine status of deliverables and review processes Deliverables preparation/delivery & review/comment cycles are too long and human resource intensive Current process are time consuming, manual and error prone (create, send, track) Significant document control staff(and others) required to maintain process Bentley Systems, Incorporated

9 Bentley Transmittal Services Transmittals Packager module tightly integrated with ProjectWise Explorer client: Create transmittal package within seconds instead of hours Externally facing Transmittals delivery web portal Deliver outgoing transmittal package within minutes instead of days Allow external users uploading responses for you Transmittals Register to keep track of all your project deliverables in a single place Mitigate risks by storing all info on what has been send, to whom, when and if/when it was acknowledged and responded Transmittals Dashboards to help track project deliverables status t Bentley Systems, Incorporated

10 Creating Transmittal from ProjectWise Explorer Bentley Systems, Incorporated

11 Creating and managing transmittals per ProjectWise project Bentley Systems, Incorporated

12 Creating Transmittal General tab Transmittal ID defined by project standards Bentley Systems, Incorporated

13 Creating Transmittal Recipients Select from the global list of external participants Add transmittal recipients Bentley Systems, Incorporated

14 Creating Transmittal Adding documents Adding documents directly from single source of truth Reference files are Automatically included Bentley Systems, Incorporated

15 Creating Transmittal Setting schedule and reminders Automated reminders help issuing data and collecting responses on time Bentley Systems, Incorporated

16 Creating Transmittal Issue Before issuing transmittal, transmitter can review the cover letter Bentley Systems, Incorporated

17 Bentley Systems, Incorporated Automatically generated PDF cover letter

18 Acknowledging, downloading and responding from Transmittals Portal Bentley Systems, Incorporated

19 Each recipient gets automated notification with embedded link Bentley Systems, Incorporated

20 Secure access to Transmittals Portal Bentley Systems, Incorporated

21 Acknowledgement required to download Bentley Systems, Incorporated

22 Acknowledgment recorded in the audit trail Download dd data locally ll to review Bentley Systems, Incorporated

23 Deliverables reviewed and commented Bentley Systems, Incorporated

24 Upload review comments via the Portal tl Bentley Systems, Incorporated

25 Response se for each document Bentley Systems, Incorporated

26 User can send a partial responseor response to all documents at once Bentley Systems, Incorporated

27 Send responses are locked to allow engineers start addressing the comments Bentley Systems, Incorporated

28 Tracking Transmittal status and response from ProjectWise Explorer Bentley Systems, Incorporated

29 Tracking Transmittal Dashboard Transmittals Registry lists the most urgent items at the top Bentley Systems, Incorporated

30 Tracking Transmittal Dashboard Document Controller: What responses are still pending? Bentley Systems, Incorporated

31 Tracking Transmittal Dashboard Document Controller: How many documents are yet to review and respond by John? Bentley Systems, Incorporated

32 Tracking Transmittal Related transmittals CAD Designer: What comments were received for my specific drawing? Bentley Systems, Incorporated

33 Bentley Systems, Incorporated Transmittals settings

34 Settings General Manage project specific transmittal standards d Bentley Systems, Incorporated

35 Settings Numbering rules Define project specific transmittal ID generation rules Bentley Systems, Incorporated

36 Settings Participants and permissions Provisioning rights for project participants Bentley Systems, Incorporated

37 Settings Notifications Customize notifications Bentley Systems, Incorporated

38 Settings Notification types External user notifications: - Access granted to project portal - Password recovery - New transmittal received - Ak Acknowledgement ld due - Acknowledgement overdue - Response due - Response overdue Internal user notifications: - Planned issue due - Planned issue overdue - Acknowledgement overdue - Response overdue - Transmittal received for review - Transmittal sent for review was issued - Transmittal sent for review was rejected - Transmittal recall - Responses received - Responses received all - Transmittal issuing/sending failed Bentley Systems, Incorporated

39 Settings Purposes Control the way participants can respond to a transmittal package Bentley Systems, Incorporated

40 Settings Document metadata to send Configure what document attributes to include into a transmittal package Bentley Systems, Incorporated

41 Settings Data storage Define where markups will be stored Bentley Systems, Incorporated

42 Deployment architecture Bentley Systems, Incorporated

43 Bentley Systems, Incorporated Summary

44 Summary Bentley Transmittal Services V1.0 : Create transmittal package within seconds instead of hours Deliver outgoing transmittal packages within minutes instead of days Mitigate risks by storing all info on what has been send, to whom, when and if/when it was acknowledged and responded Keep track of project deliverables status and progress Bentley Transmittals solution works with ProjectWise (and later with eb) Bentley Systems, Incorporated

45 Bentley Transmittal Services for ProjectWise Users