classifying content in projectwise - heep
TRANSCRIPT
Classifying Content in ProjectWise
Helping Organize Content for User Access and Records
Management
Your Presenters
• Glenn Williams – Georgia DOT– 27 years with GDOT– Assistant Office Head, Office of Design Policy &
Support
• Tom Atkinson – Bentley Systems– 19 years with Bentley Systems– Information Management Sales Executive
ProjectWise - The Industry StandardENR Top 25
Design FirmsENR Top 50
Design FirmsENR Top 100Design Firms
Top 500Infrastructure Owners
44
ProjectWise UsageUS State DOT Adoption
2580
240
ProjectWise Core Benefits• Traceability – Know who did what and when
• Transparency – Instantly see Design & Check Out Status
• Consistency – Templates, Workflows and Standards
• Security - Control Folder Structures & Document Access
• Automation – Tasks like Plan Creation & Check out/in
• QC – Deliver only the current design version to clients
• Interoperability – Design Applications and Access Points
• Performance – File Caching and Delta File Transfer
De-Centralized “File Management”
GROUP SHARE
NETWORKSHARE
ProjectWise
Why GDOT Chose ProjectWise
Single repository for all project-related files
Improved information sharing
Confidence using the latest version of files
Integrity of project data (Audit trail)
Why GDOT Chose ProjectWise Better management of reference files
Standard folder structure
Familiar interface
Find files more efficiently
Existing GDOT Systems
Project Creation
Document Interface
Selects the correct
interface
Enter Document Properties
Locate document
through searching
Set Document
Type
Document Creation
InterfacesDocument-specific Attributes used for Classification of Document Types
Project Properties from TPRO displayed in the Document Attributes
More Document-specific Attributes
InterfacesDocument Type is PlanDocument Type changes to Correspondence.
Users do not have to switch Interfaces manually
Document Type sets the correct Interface
Interfaces
Searching
Records Management
Bentley has a Records Management Server that works with ProjectWise content. It supports the DoD 5015.2 Standards for Records Management, but these standards were more than GDOT required.The solution (in progress) is to add some document retention and disposition functionality to ProjectWise.
RecordsManagement
Initiative
Get rid
of paper!
Retention FunctionalityThe following functionality will be implemented by developing commands using the ProjectWise API:• Set Retention – via Controlled Attributes (TPRO)• Notification of project closure• Apply Retention Policy – Sets Final Status on documents• Modify Retention Policy – Modify, Remove and set Legal Hold• Report on projects due for destruction• Generate Destruction Form• Delete Project Documents • Report on projects that have been destroyed
Questions