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