ProjectWise and Office 365

Transcription

1 and Office 365 Dan Cutler Bentley Systems, Incorporated 2017 Bentley Systems, Incorporated

2 Pain Points Companies have had to decide where to manage: CAD/BIM Data Project Management content or Small projects, Early Prospect Phase s Calendars Not any one solution is a best. Companies have Created Walls between their data: Design data () Project data (SharePoint) s (Outlook) Calendars (Outlook) We need to break down these Barriers and allow all participants to access data Regardless of repository Bentley Systems, Incorporated

3 Combining PW and O365 office.com Microsoft Office 365 connect.bentley.com Project People Documents Communication Calendar Engineering content Design Workflows Engineering Services Analytics Bentley Systems, Incorporated

4 Combining PW and O365 Connectors Tabs Bots People Chat office.com Microsoft Office 365 IM Calendar Teams Outlook Office Group Project connect.bentley.com Project PW Design Integration PW Services Doc workflows App Integrations Versions Dependencies Automation Document Code Share Deliverable Management Field Data Management Issue Resolution Project Insights Sync Service imodel Services Office Apps Pages Lists Documents SP Site MicroStation Design Applications Model Publish Analyze Simulate imodelhub Bentley Systems, Incorporated

5 Topics office.com Microsoft Office 365 Provide unified project environment. connect.bentley.com Project Project Insights Integrate with SharePoint Teams Connector Automate team workflows in Office365 environment PW Share for SharePoint On Premise / MAS PW Share for Design Integration PW Design Integration Flow Connector Work Rules Service (Engine) Automate design workflows for whole organization Issues / FDM Design Integration Bentley Systems, Incorporated

6 Topics office.com Microsoft Office 365 Provide unified project environment. connect.bentley.com Project Project Insights Teams Connector PW Share for Design Integration Issues / FDM On Premise / MAS Design Integration Bentley Systems, Incorporated

7 Teams: Concept Senior Management Project Manager BIM Manager Design Lead Single glass plane view to a project Finders: is project doing well? Light touch. Bird eye view. Minders: is project working well? Interested in project deliverable time scale. Look across silos Team A Team B Team C Grinders: author and create in their silos. Generate information models Deliverable Management SharePoint Bentley Systems, Incorporated

8 Teams: Overview A single glass plane view to the project Tabs (now) Messages Calendar People Project members Share PW Design Integration Deliverables Management Performance Dashboards Issue Resolution Repositories and services from other vendors Office 365 Group 1:1 Project Other On premise / MAS datasource Bentley Systems, Incorporated

9 Teams Demo Demo Bentley Systems, Incorporated

10 Topics office.com Microsoft Office 365 connect.bentley.com Project Project Insights Integrate with SharePoint PW Share for SharePoint PW Share for Design Integration Issues / FDM On Premise / MAS Design Integration Bentley Systems, Incorporated

11 SharePoint connection in Share (Early Access) View SharePoint repository from project interface Very light weight, simple View and open files Create folders and files Open in SharePoint for more Bentley Systems, Incorporated

12 SharePoint from Project page (future) 1:1 People Messages Calendar Office 365 Group Team Site Project Project Calendar SharePoint Site Project Bentley Systems, Incorporated

13 SharePoint Integration Demo Bentley Systems, Incorporated

14 Topics office.com Microsoft Office 365 connect.bentley.com Project Project Insights Workflow Services PW Design Integration Flow Connector Work Rules Service (Engine) Issues / FDM Automate team workflows in Office365 environment On Premise / MAS Design Integration Automate organization design workflows Bentley Systems, Incorporated

15 Workflow Services: Concept Frictionless workflows between and Office 365 office.com connect.bentley.com Frictionless workflows between Bentley Connect services Self-service automation Design Integration Connector for Microsoft Flow Work Rules Service (Engine) Improve engineering process consistency Interaction with other cloud services Implement industry collaboration standards Bentley Systems, Incorporated

16 WRS: Example [Suitability=Dn] Early Publishing For Early Publishing Revise from Content check Approve.. Approve from Content check *Notification/messaging * 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. * Shared Approve for Sharing 3rpaty DM + PM Director... Approve for Sharing Internal / infomal Published Documentation Work In Progress Content Check Approve for Sharing Approve from WIP Approve from Content check Approve from Approve for Sharing Design File in Shared state Approve from Shared Shared Approve from Authorize for Publication Design File in Published Documentation state Design File version in Superseded WIP state Approve... Approve.. Approve.. Approve.. Approve.. Produce WIP design file Content check Approve for Sharing Authorize for Publication Need to move further Need to do more work on this document Design File Or is the futher fate pre-selected in previous steps? Revise from WIP Revise from Content check Revise from Approve for Sharing Revise from Shared Revise from Authorize for Publication Revise from Published Documentation Design File version in Superseded Shared state Design File version in Superseded Shared state Design File version in Superseded Shared state Bentley Systems, Incorporated

17 WRS: Example [Suitability=Dn] Early Publishing For Early Publishing Revise from Content check Approve.. Approve from Content check Approve for Sharing Approve for Sharing *Notification/messaging 3rpaty DM + PM Internal / infomal * For action or for ino? Director... * 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 Shared Published Documentation Work In Progress Content Check Approve for Sharing Approve from WIP Approve from Content check Approve from Approve for Sharing Design File in Shared state Approve from Shared Shared Approve from Authorize for Publication Design File in Published Documentation state Design File version in Superseded WIP state Approve... Approve.. Approve.. Approve.. Approve.. Produce WIP design file Content check Approve for Sharing Authorize for Publication Need to move further Need to do more work on this document Design File Or is the futher fate pre-selected in previous steps? Revise from WIP Revise from Content check Revise from Approve for Sharing Revise from Shared Revise from Authorize for Publication Revise from Published Documentation Design File version in Superseded Shared state Design File version in Superseded Shared state Design File version in Superseded Shared state Bentley Systems, Incorporated

18 WRS Features (Future) CONNECTED services PWDI (on prem or hosted) WRS (Work Rules Service) Advanced program logic Flexibility to hide/disable menus Defined at organizatio n, applied per project. Connects to Bentley cloud services PWDI Server WRE PW Client (Windows, Edge, Web) Bentley Systems, Incorporated

19 Bentley Systems, Incorporated

20 Bentley Systems, Incorporated

21 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. How to... Demo Bentley Systems, Incorporated