© 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc....

47
© 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users

Transcript of © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc....

Page 1: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

01

1 B

en

tley S

yst

em

s, In

corp

ora

ted

Rimantas VaranaviciusProduct Manager, Bentley Systems Inc.

Bentley Transmittal Services for ProjectWise Users

Page 2: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

2 | WWW.BENTLEY.COM

• What is a Transmittal?• Current Transmittals and Submittal Processes• Existing Market Challenges• Bentley Transmittal Services• Summary• Q&A

Agenda

Page 3: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

3 | WWW.BENTLEY.COM

What is a Transmittal?

For approval

Deliverables for review

Responses

Client

PartnersAE firm

Page 4: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

4 | WWW.BENTLEY.COM

• 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 files together with a Transmittal Letter

• Register – A register of what was sent to who when and what action should be taken or is expected.

A Vocabulary

Page 5: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

5 | WWW.BENTLEY.COM

Current transmittal process (outbound)

Page 6: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

6 | WWW.BENTLEY.COM

Current submittal process (inbound)

Page 7: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

7 | WWW.BENTLEY.COM

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

Page 8: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

8 | WWW.BENTLEY.COM

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

Page 9: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

9 | WWW.BENTLEY.COM

Transmittal management process

Available

Page 10: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

10 | WWW.BENTLEY.COM

Submittal management process

Coming soon

Page 11: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

11 | WWW.BENTLEY.COM

Creating Transmittal from ProjectWise Explorer

Page 12: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

12 | WWW.BENTLEY.COM

Creating and managing transmittals per ProjectWise project

Page 13: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

13 | WWW.BENTLEY.COM

Creating TransmittalGeneral tab

Transmittal ID defined by project standards

Page 14: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

14 | WWW.BENTLEY.COM

Creating TransmittalRecipients

Add transmittal recipients

Select from the global list of external participants

Page 15: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

15 | WWW.BENTLEY.COM

Creating TransmittalAdding documents

Reference files are Automatically included

Adding documents directly from single source of truth

Page 16: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

16 | WWW.BENTLEY.COM

Creating TransmittalSetting schedule and reminders

Automated reminders help issuing data and collecting responses on time

Page 17: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

17 | WWW.BENTLEY.COM

Creating TransmittalIssue

Before issuing transmittal, transmitter can review the cover letter

Page 18: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

18 | WWW.BENTLEY.COM

Automatically generated PDF cover letter

Page 19: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

19 | WWW.BENTLEY.COM

Acknowledging, downloading and responding from Transmittals Portal

Page 20: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

20 | WWW.BENTLEY.COM

Each recipient gets automated email notification with embedded link

Page 21: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

21 | WWW.BENTLEY.COM

Secure access to Transmittals Portal

Page 22: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

22 | WWW.BENTLEY.COM

Acknowledgement required to download

Page 23: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

23 | WWW.BENTLEY.COM

Download data locally to review

Acknowledgment recorded in the audit trail

Page 24: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

24 | WWW.BENTLEY.COM

Deliverables reviewed and commented

Page 25: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

25 | WWW.BENTLEY.COM

Upload review comments via the Portal

Page 26: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

26 | WWW.BENTLEY.COM

Response for each document

Page 27: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

27 | WWW.BENTLEY.COM

User can send a partial response or response to all documents at once

Page 28: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

28 | WWW.BENTLEY.COM

Send responses are locked to allow engineers start

addressing the comments

Page 29: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

29 | WWW.BENTLEY.COM

Tracking Transmittal status and response from ProjectWise Explorer

Page 30: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

30 | WWW.BENTLEY.COM

Tracking TransmittalDashboard

Transmittals Registry lists the most urgent items at the top

Page 31: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

31 | WWW.BENTLEY.COM

Tracking TransmittalDashboard

Document Controller:What responses are still pending?

Page 32: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

32 | WWW.BENTLEY.COM

Tracking TransmittalDashboard Document Controller:

How many documents are yet to review and respond by John?

Page 33: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

33 | WWW.BENTLEY.COM

Tracking TransmittalRelated transmittals

CAD Designer:What comments were received

for my specific drawing?

Page 34: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

34 | WWW.BENTLEY.COM

Transmittals settings

Page 35: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

35 | WWW.BENTLEY.COM

SettingsGeneral

Manage project specific transmittal standards

Page 36: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

36 | WWW.BENTLEY.COM

SettingsNumbering rules

Define project specific transmittal ID generation rules

Page 37: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

37 | WWW.BENTLEY.COM

SettingsParticipants and permissions Provisioning rights for

project participants

Page 38: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

38 | WWW.BENTLEY.COM

SettingsNotifications

Customize email notifications

Page 39: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

39 | WWW.BENTLEY.COM

SettingsNotification types

External user notifications:- Access granted to project portal

- Password recovery

- New transmittal received

- Acknowledgement due

- Acknowledgement overdue

- Response due

- Response overdue

- Transmittal recall

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

- Responses received

- Responses received all

- Transmittal issuing/sending failed

Page 40: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

40 | WWW.BENTLEY.COM

SettingsPurposes

Control the way participants can respond to a transmittal package

Page 41: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

41 | WWW.BENTLEY.COM

SettingsDocument metadata to send

Configure what document attributes toinclude into a transmittal package

Page 42: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

42 | WWW.BENTLEY.COM

SettingsData storage

Define where markups will be stored

Page 43: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

43 | WWW.BENTLEY.COM

Deployment architecture

Page 44: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

44 | WWW.BENTLEY.COM

Summary

Page 45: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

45 | WWW.BENTLEY.COM

Engineering Content

Bentley Transmittal Services Advantages

Document Controller

Project TeamMembers

Confident Contractual Communications

Clients andContractors

Speedier Project Execution

Trusted Transmittals

Page 46: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

47 | WWW.BENTLEY.COM

Feedback From Early Access Program

“Bentley Transmittals will help reduce transmittal assembly and packaging time as well as the time it takes to track the package. ”

“Bentley Transmittals appears to be intuitive and easy to use and hits the target in terms of the functionality we are looking for. ”

“Bentley Transmittals is an exciting new development that promises to close the gap on the delivery and review of documents.”

Other Comments Include:

“ Having all our transmittal information in one place accessible to everyone will be a time saver and increase visibility to status”

“This will help ensure compliance with contracts and reduce the risk of incurring any fines or additional costs”

Page 47: © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc. Bentley Transmittal Services for ProjectWise Users.

© 2

011

Bent

ley

Syst

ems,

Inco

rpor

ated

48 | WWW.BENTLEY.COM

• For pricing information please contact your Bentley Account Manager

• Come see us at Be Together – Bentley Transmittal Services presentation, workshops and LIVE Zone Demos

Q&A