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Transcript of © 2011 Bentley Systems, Incorporated Rimantas Varanavicius Product Manager, Bentley Systems Inc....
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1 B
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Rimantas VaranaviciusProduct Manager, Bentley Systems Inc.
Bentley Transmittal Services for ProjectWise Users
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• What is a Transmittal?• Current Transmittals and Submittal Processes• Existing Market Challenges• Bentley Transmittal Services• Summary• Q&A
Agenda
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What is a Transmittal?
For approval
Deliverables for review
Responses
Client
PartnersAE firm
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• 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
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Current transmittal process (outbound)
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Current submittal process (inbound)
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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
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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
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Transmittal management process
Available
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Submittal management process
Coming soon
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Creating Transmittal from ProjectWise Explorer
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Creating and managing transmittals per ProjectWise project
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Creating TransmittalGeneral tab
Transmittal ID defined by project standards
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Creating TransmittalRecipients
Add transmittal recipients
Select from the global list of external participants
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Creating TransmittalAdding documents
Reference files are Automatically included
Adding documents directly from single source of truth
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Creating TransmittalSetting schedule and reminders
Automated reminders help issuing data and collecting responses on time
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Creating TransmittalIssue
Before issuing transmittal, transmitter can review the cover letter
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Automatically generated PDF cover letter
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Acknowledging, downloading and responding from Transmittals Portal
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Each recipient gets automated email notification with embedded link
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Secure access to Transmittals Portal
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Acknowledgement required to download
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Download data locally to review
Acknowledgment recorded in the audit trail
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Deliverables reviewed and commented
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Upload review comments via the Portal
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Response for each document
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User can send a partial response or response to all documents at once
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Send responses are locked to allow engineers start
addressing the comments
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Tracking Transmittal status and response from ProjectWise Explorer
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Tracking TransmittalDashboard
Transmittals Registry lists the most urgent items at the top
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Tracking TransmittalDashboard
Document Controller:What responses are still pending?
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Tracking TransmittalDashboard Document Controller:
How many documents are yet to review and respond by John?
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Tracking TransmittalRelated transmittals
CAD Designer:What comments were received
for my specific drawing?
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Transmittals settings
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SettingsGeneral
Manage project specific transmittal standards
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SettingsNumbering rules
Define project specific transmittal ID generation rules
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SettingsParticipants and permissions Provisioning rights for
project participants
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SettingsNotifications
Customize email notifications
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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
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SettingsPurposes
Control the way participants can respond to a transmittal package
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SettingsDocument metadata to send
Configure what document attributes toinclude into a transmittal package
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SettingsData storage
Define where markups will be stored
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Deployment architecture
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Summary
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Engineering Content
Bentley Transmittal Services Advantages
Document Controller
Project TeamMembers
Confident Contractual Communications
Clients andContractors
Speedier Project Execution
Trusted Transmittals
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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”
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• 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