projectwise and office 365 - bentley user
TRANSCRIPT
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1 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated © 2017 Bentley Systems, Incorporated
ProjectWise and Office 365
Dan Cutler
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2 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
Pain Points
Companies have had to decide where to manage:
– CAD/BIM Data
– Project Management content or “Small projects, Early “Prospect” Phase”
– Emails
– Calendars
Not any one solution is a best.
Companies have Created Walls between their data:
– Design data (ProjectWise)
– Project data (SharePoint)
– Emails (Outlook)
– Calendars (Outlook)
We need to break down these Barriers and allow all participants to access data Regardless of repository
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3 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
connect.bentley.com
ProjectWise Projectoffice.com
Microsoft Office 365
Combining PW and O365
People
Documents
Communication
Calendar
Engineering content
Design Workflows
Engineering Services
Analytics
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4 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
connect.bentley.com
ProjectWise ProjectCombining PW and O365
office.com
Microsoft Office 365
ProjectWise
Project
PW Design
Integration
Doc workflows
App Integrations
Versions
Dependencies
Automation
Document Code
PW
Services
Share
Deliverable Management
Field Data Management
Issue Resolution
Project Insights
Sync Service
iModel Services
MicroStation
Design
Applications
Model
Publish
Analyze
Simulate
iModelHub
Office
Group
Teams
Connectors
Tabs
Bots
People
Chat
Outlook
IM
Calendar
Office
Apps
SP Site
Pages
Lists
Documents
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5 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
connect.bentley.com
ProjectWise Projectoffice.com
Microsoft Office 365
On Premise / MAS
ProjectWise
Design Integration
Topics
Issues / FDM
Project Insights
PW Share for
SharePoint
PW Share for
Design Integration
ProjectWise
Teams Connector
PW Design Integration
Flow Connector
Automate team
workflows in Office365
environment
Automate design
workflows for whole
organization
Integrate with
SharePoint
Provide unified
project environment.
ProjectWise
Work Rules Service (Engine)
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6 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
connect.bentley.com
ProjectWise Projectoffice.com
Microsoft Office 365
On Premise / MAS
ProjectWise
Design Integration
Topics
Issues / FDM
Project Insights
PW Share for
Design Integration
ProjectWise
Teams Connector
Provide unified
project environment.
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7 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
Teams: Concept
• Finders: is project doing well?– Light touch. Bird eye view.
• Minders: is project working well?– Interested in project deliverable
time scale. Look across silos
• Grinders: author and create in their silos.
– Generate information modelsTeam C
SharePoint
Team B
Deliverable Management
Team A
ProjectWise
Project Manager
BIM Manager
Design Lead
Senior Management
Single glass plane view to a project
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8 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
Tabs (now)
ProjectWise Project
Share
Office 365 Group
PW Design
Integration
Deliverables
ManagementPerformance
Dashboards
Issue
ResolutionPeople Project
members
1:1
A single glass plane view to the project
On premise /
MAS datasource
Messages
Teams: Overview
Repositories
and services
from other
vendors
Other
Calendar
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10 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
Teams Demo
Demo
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12 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
connect.bentley.com
ProjectWise Projectoffice.com
Microsoft Office 365
On Premise / MAS
ProjectWise
Design Integration
Topics
Issues / FDM
Project Insights
PW Share for
SharePoint
PW Share for
Design Integration
Integrate with
SharePoint
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13 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
SharePoint connection in Share (Early Access)
• View SharePoint repository
from ProjectWise project
interface
• Very light weight, simple
• View and open files
• Create folders and files
• Open in SharePoint for more…
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14 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
SharePoint from Project page (future)
Team Site Project E-Mail
ProjectCalendar
SharePointSite
1:1
Office 365 Group
People
Messages Calendar
ProjectWise Project
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15 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
SharePoint Integration
Demo
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16 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
connect.bentley.com
ProjectWise Projectoffice.com
Microsoft Office 365
Topics
Issues / FDM
Project Insights
PW Design Integration
Flow Connector
ProjectWise
Work Rules Service (Engine)
“ProjectWise Workflow
Services”
Automate team
workflows in Office365
environment On Premise / MAS
ProjectWise
Design Integration
Automate organization
design workflows
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ProjectWise Workflow Services: Concept
ProjectWise
Work Rules Service
(Engine)
connect.bentley.com
ProjectWise
Design Integration
Connector for
Microsoft Flow
Frictionless workflows
between Bentley
Connect services
Improve engineering
process consistency
Implement industry
collaboration standards
Frictionless workflows
between ProjectWise
and Office 365
Self-service
automation
Interaction with other
cloud services
office.com
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WRS: Example
Work In Progress Content Check Approve for Sharing
Shared
Shared
Published Documentation
For Early Publishing
Produce WIP design file
Revise from WIP
Revise...
Content check
Approve...
Revise from Content check
Revise...
Approve for Sharing
Approve..
Approve from WIP
Approve from Content check
Design File
Approve from Approve for Sharing
Revise from Approve for Sharing
Revise...
Approve..
Design File version in Superseded – WIP state
Need to move further
Approve..
Approve from Shared
Revise from Shared
Revise...
Design File version in Superseded – Shared state
Authorize for Publication
Approve..
Approve from Authorize for Publication
Revise from Authorize for Publication
Revise...
Design File version in Superseded – Shared state
Need to do more work on this document
Design File in Published Documentation
state
Design File in Shared state
Revise from Published
Documentation
Revise...
Design File version in Superseded – Shared state
Early Publishing
[Suitability=Dn]
Revise from Content check
Revise...
Approve..Approve from Content check
Approve for SharingInternal / infomal
Approve for Sharing3rpaty – DM + PM
Director...
Or is the futher fate
pre-selected in previous
steps?
*Notification/messaging – email* For action or for ino?* No action during given time frame (react to OO message?)* Grouping of message. * David: Seeing list of docs by wf/state, pick people who to choose. * Lifecycle of a document displayed on a tab in UI displayed. States of all versions??? Graphical workflow + history explorer. * Different groups different interfaces: designers / Do not use every day: Approvers, PMs. * Set up notifications for others, like managers may not be tech savvy. PA can setup notifications. *
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19 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
WRS: Example
Work In Progress Content Check Approve for Sharing
Shared
Shared
Published Documentation
For Early Publishing
Produce WIP design file
Revise from WIP
Revise...
Content check
Approve...
Revise from Content check
Revise...
Approve for Sharing
Approve..
Approve from WIP
Approve from Content check
Design File
Approve from Approve for Sharing
Revise from Approve for Sharing
Revise...
Approve..
Design File version in Superseded – WIP state
Need to move further
Approve..
Approve from Shared
Revise from Shared
Revise...
Design File version in Superseded – Shared state
Authorize for Publication
Approve..
Approve from Authorize for Publication
Revise from Authorize for Publication
Revise...
Design File version in Superseded – Shared state
Need to do more work on this document
Design File in Published Documentation
state
Design File in Shared state
Revise from Published
Documentation
Revise...
Design File version in Superseded – Shared state
Early Publishing
[Suitability=Dn]
Revise from Content check
Revise...
Approve..Approve from Content check
Approve for SharingInternal / infomal
Approve for Sharing3rpaty – DM + PM
Director...
Or is the futher fate
pre-selected in previous
steps?
*Notification/messaging – email* For action or for ino?* No action during given time frame (react to OO message?)* Grouping of message. * David: Seeing list of docs by wf/state, pick people who to choose. * Lifecycle of a document displayed on a tab in UI displayed. States of all versions??? Graphical workflow + history explorer. * Different groups different interfaces: designers / Do not use every day: Approvers, PMs. * Set up notifications for others, like managers may not be tech savvy. PA can setup notifications. *
Approve from WIP
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Deliverable List How to...
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21 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
PWDI Server
CONNECTED servicesPWDI (on prem or hosted)
PW Client (Windows, Edge, Web)
WRS Features (Future)
WRE
WRS
(Work Rules Service)
• Advanced program logic
• Flexibility to hide/disable
menus
• Defined at organizatio n,
applied per project.
• Connects to Bentley cloud
services
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22 | WWW.BENTLEY.COM | © 2018 Bentley Systems, Incorporated
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Flow: Story
A group working in a big project has their own local workflow which
they want to automate:
When I am on the field, I want to be able to upload a picture (or a file)
from my phone, and to initiate a discussion with relevant group of
people based on type of document.
DemoHow to...