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I © 2014 Bentley Systems, Incorporated I 1
Introducing ProjectWise Engineering Content Management (ECM)Bill McNamara
Director of Product Management
I © 2014 Bentley Systems, Incorporated I 2
Asset Performance Management(Operate & Maintain)
Project Information ManagementSimulate (Design) & Construct (Build)
Continuous
Handover
Spanning CapEx through OpEx
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Holistic Life-Cycle Implementation of Information Management
Project Wise
Asset Wise
Not who you are, but what you do
eB
FEL 1-3Procurement &
ConstructionDesign Operations Decommission
Engineering
Engineering
Construction
Equipment Reliability & Performance
Work Management
Procurement Modifications
Commission
Records Management
Records Management
ECM Platform
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Life-Cycle Information Management Offerings & Capabilities(referred to as ‘Modules’)
Design
Integration
Project
Deliverables
ECM
Construction
Dashboards
Asset Information
Quality, Publishing
& Exchange
Asset
Reporting
& Dashboards
ECM
Operations &
Maintenance
Activities
Asset
Reliability &
Performance
Bentley Cloud Services
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Bentley Cloud Services environment
Bentley Cloud Services
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Bentley CONNECTIONS User
IMS
ProjectWise Design Integration
WindowsFile System
ProjectWise Design Integration
Windows Active Directory
ProjectWise ECM
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CONNECTED projects
Project
WindowsFile System
ProjectWise Design Integration ProjectWise ECM
ProjectWise Design Integration
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Bentley Cloud Services
Project
WindowsFile System
ProjectWise Design Integration
PSS
Dashboard
DM
Siteops
PCS
ProjectWise ECM
ProjectWise Design Integration
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Data-centric project execution
Process and requirements driven
Federated information mobility
Issue resolution
Risk mitigation
ProjectWise Engineering Content Management
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ProjectWise Brand
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High Performance Project Execution & Delivery
ProjectWise is a project collaboration and
content management platform that helps project-
intensive companies avoid risk and stay
competitive with accelerated high performance
project execution and delivery.
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ProjectWiseExtending beyond Design Integration
Design Integration
Deliverables Management
ProjectWise Connection Services
ECM
Engineering Content Management
Construction
Project Performance Dashboards
ProjectWise Connection Services
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Design application integration
Dependency Management
Multi-discipline design coordination
Rules-driven design
Project template and standards driven
Scalable
ProjectWise Design Integration
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ProjectWise Product Compatibility & Capabilities Chart
ProjectWise integration
Server V8i SS4 (Server)
ProjectWise integration Server
V8i SS4 w/
CONNECT Edition Add-Ons
ProjectWise Design
integration Connect
Edition (Server)
Pro
ject
Wis
e D
esig
n In
teg
rati
on
PWIS PWE V8i SS4
PWDI PWE CE
MicroStation V8i
MicroStation CONNECT Edition * *
CONNECTION Client Sign In --
Project Association --
Project Registration --
Enhanced Feature Tracking -- --
CO
NN
EC
TIO
N
Ser
vice
s Deliverables Management --
Performance Dashboards --
Project Sharing Services --
* Requires PWDI CE PWE
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ProjectWise Design Integration
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Extending across Organizations
Field Workers
Clients
Contractors
Partners
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Comprehensive transmittals, submittals and RFIs
Configurable, automated workflows
Scheduling, notification, time stamping & audit trail
Instant-on and task based
Progress reporting
ProjectWise Deliverables Management
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Delivered as a cloud service part of CONNECT
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Easy to use
• Simplified menus
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Intuitive
• Workflow enabled
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Visible
• Task based
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Project status and trends
System usage metrics
Key performance indicators
Potential issues to mitigate risk
Project Performance Dashboards
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Other?
Project Performance VisibilityProvide a unified view of Project Status
Bentley CONNECT
ProjectWise
Integration Server
ProjectWise
Integration Server
Windows
File System
SharePoint
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ProjectWise Engineering Content Management
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Projects
ProjectWise Design Integration - File Relationships
Documents
Drawing
Drawing
Drawing
refere
Drawing
Drawing
Reference Referenced
By
Drawing
Drawing
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ProjectWise Design Integration Dependency Management
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ProjectWise Design Integration - Application Integration
A complete list of integrated applications can be found here
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Based on the selected file the
Dependency Map is drawn
Dependency Service is an
integral part of ProjectWise
Explorer
Existing Dependencies
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Office documents
Reference files
Application
Filter
Link sets
Existing Dependencies
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Impact analysis
Affected by
Affecting
What is the impact of
changing this design?
What documents we need
to update?
Existing Dependencies
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ProjectsLocation
Change Requirements
Organizations
Distribution Order
Intelligent Infrastructure Information
• Classification
• Relationships
• Information Reach
• Templates
• Behavioral Control
• Presentation
People
Documents
Requirements
Drawings
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ProjectsLocation
Change Requirements
Organizations
Distribution Order
Intelligent Infrastructure Information
People
Documents
Requirements
Drawings
• Classification
• Relationships
• Information Reach
• Templates
• Behavioral Control
• Presentation
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Effects Analysis
PeopleRegulatory AgencyFederal Org
Env Regs Safety Regs Industry Regs
Budget
Engineering
Comp A3.1
Comp A3.2
Comp A1System A
ConcreteComp A2
Comp A3
P&IDs
Milestone 1.1Task 1.1
Task 1.2
Task 1.3
IWP 1.1 Phase 1
Phase N
Milestone 1.2
Milestone 1.3
Labor Schedule
IWP N.N
SubsOwner
Contract
IWP 1.1
IWP 1.2
IWP 1.3
Req. 1.3.1
Req. 1.3.2
CWP
CWP. N
CWP. 5
CWP. 4
CWP. 2
CWP 1
Construction
Equipment #A1
Equipment A2Equipment #A3
System A
Equipment #A3.1
Equipment #A3.2System N
Specification
Inspection Purchase Order
Work Instructions Procedures
Materials
System N
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Best Practice Templates
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Best Practice Templates
• Data Templates and Examples
– Easily deployable
– Established Best Practice implementations
– Streamlines Adoption of new capabilities
– Standard supportable implementation
• Packaged industry ontologies
– Schema
– Functionality
– Configuration
• Packaged activities for specified user types
• Common façade but not necessarily common UX
• Templates
– Document Control
– Records management
– Forms
– Asset tag registry
– Configuration management
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Platform User Experience (UX)
Refresh
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PW ECM UX Modernization
• User Experience Improvements– Multiple Server version Support
– Task Driven UIs addressing common use cases
– Rebranding to ECM
– New UIs in parallel to existing UIs
– Improved feature tracking
– Project Context within PW Engineering Content Management
– Record view action in audit trail
– Thumbnail support
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CONNECTED Projects Based ApproachCONNECTED Projects
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UX Highlights
ProjectWise
Design Integration
Windows
File SystemProjectWise ECMProjectWise
Design Integration
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UX HighlightsIncreased project
visibility
On-demand
navigationBookmarking
Context-sensitive
Help
Informative and
color-blindness safe
header
Object-specific
actions menu
Increased object
status visibility
Content organized
into logical sections
Increased files
visibility
Summary page includes the most important information
that identifies an object and its status (e.g. essential
attributes, files with thumbnails and emphasized status
tile).
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Empowering the user
• Guiding the user with prominent visual cues
• Improved status visibility
• Error-preventing workflows
• Using humane language
• One task per screen principle
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Project Launchpad
• All services, per Project and per User are in one place;
• Reworked information architecture: each Launchpad tile is the entry point into the different site section;
• Commonly used actions are always at hand.
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Less is more
• Reduce Learning Time:
– “One screen per task” principle
– On-demand navigation and commands
– Context is the king
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Know what’s there• Simple search with
filtering by object types
• Advanced search
• Bookmarking – never lose a thing– Adding to the basket (user’s
“clipboard”)
– Adding to the Favorites (“My eB” analogy)
– Follow items (be informed)
– View recent items / browsing history
– Save search results and/or parameters
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Spatial and Linear
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Spatial Context
• Locate assets (Office)
– Where is this asset?
– What other assets are there?
– How do I get there?
• Locate assets around a point of reference (Field)
– What is here?
– What should be here?
• Spatial Assets
– Points on the globe (GPS)
– Areas (Site boundary, Bldgfootprint)
• Linear Assets
– Underground utilities
– Railroads
– Roads
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Spatially enable the assets
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Asset location editing
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Spatial search criteria
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Linear Assets
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Linear Assets
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THANK YOU
: @ProjectWise
: Bentley ProjectWise