Studio360. newsletter. Studio 360 Newsletter. Latest Features Service Estimating with Estimate360, p2 The Submittal Generator, p3

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1 Studio360 Studio 360 Newsletter newsletter Latest Features Service Estimating with Estimate360, p2 The Submittal Generator, p3 Schneider Product Updates Parts, Prices, PDFs Keep Your Part Data Current, p4 April 1 st Kele Price Adjustments and More, p4 Have an issue with Product Information Tell Us! p5 Did You Know Schneider Electric Shared Resources, p6 Moving 360 to Another Computer, p7 Importing Project Properties from a Spreadsheet, p7 Opening Projects Quickly with Recent and Favorite Project Lists, p8 Training Design360: Project Design and Engineering, p9 Studio360 Basics, p9 Estimate360, p10 Service Estimating with Estimate360, p10 Knowledge Reinforcement Sessions, p10 Introducing The Studio360 Newsletter Welcome to the Premiere Edition of the Studio360 Newsletter! This newsletter is being produced by Smartware Technologies and Schneider Electric to keep you informed about the latest features and product information available in the Studio360 platform, and to point out some tips and techniques you may not be aware of to help you make the most of the software. We encourage you to contact us at techsupport@smartwaretech.com with any comments, questions or ideas of things you would like to see in future issues. Smartware Technologies 4 Peuquet Parkway Tonawanda, NY Sales and Support (716)

2 LATEST FEATURES Service Estimating with Estimate360 You can now put together an estimate for your Service Contracts. The Estimate360 module includes a variation that calculates the costs for maintaining a list of equipment based on sets of preventative maintenance tasks. And best of all, it is included in the Estimate360 module, so if you have that module you can begin using it immediately. The Service Estimating User s Guide is available from the Help Menu View an Overview Video Here Page 2

3 LATEST FEATURES The Submittal Generator One of the more powerful features introduced recently in Studio360 is the Submittal Generator. The Submittal Generator allows you to compile all types of submittal documents (including drawings, cutsheets, letters, spreadsheets, and reports) into a single structured PDF file. The document can include sections, multiple tables of contents and title sheets to generate a professional looking submittal PDF document with bookmarks and page numbers. Best of all, if you update one of the documents in your project, you just have to press a button to regenerate the submittal again no manual reassembly required. To find out more, please watch the Studio360 Knowledge Reinforcement Session for a complete discussion and training. There are also several quick help videos available: Part 1: How to add a submittal to a project Part 2: Adding Drawings to a Submittal Part 3: Adding Part PDFs to a Submittal Part 4: Adding 360 Reports to a Submittal Part 5: Adding Project Files to a Submittal Page 3

4 SCHNEIDER ELECTRIC PRODUCT UPDATES Parts, Prices, PDFs - Keep your Part Data Current! The Studio 360 Master parts database is a critical component of the 360 platform. Providing a portfolio of over 25,000 parts, the parts database is undergoing constant change to keep the information current. It is important that your office stay up to date with those changes to make sure you have the most current product, pricing, and pdf information. With each major update to the database, such as the recent Kele price adjustment, the revision of the master parts database is incremented to alert all office admins that significant changes should be published to your users. But during routine maintenance, the versions do not receive this increment. It is good practice for your office admins to synchronize the master database and publish to your users at least once a week, even if the version number has not changed. This will ensure your Studio 360 users always have the current product information. Updating the database only takes a few minutes and this quick video will show you the simple steps to insure your users are up to date.: Admin Keeping Part information current April 1 st Kele Price Adjustments and More The partnership between Schneider Electric and Kele to supply various sourced products to meet the needs of your projects has been very successful. Recently Kele announced some price changes that went into effect April 1, Due to some changes in market prices, Kele has received price increases from many of its suppliers and as a result has had to adjust their prices. All current pricing for Kele product should be reflected in the current Studio 360 Master Database. In that same announcement, Kele restated their program to help keep you competitive on large jobs. The Large Project Program discount is a great opportunity to reduce your project spend. The program threshold has been reduced to $7,500 and leveraging this program through the Schneider Electric/Kele partnership provides many additional benefits. If you missed the original announcement, you can view it here: Kele March Announcement Page 4

5 SCHNEIDER ELECTRIC PRODUCT UPDATES Have an issue with Product Information? Tell Us! While significant effort is made to keep the product database current and accurate, we know with over 25,000 Products there could be some mistakes. You can quickly notify Smartware and Schneider Electric of any part inaccuracies using the help menu right in Studio 360. Simply click on the Report Part Database Issue menu item under the help menu and you can quickly send off an to alert us to any issues. Besides product issues, you can also use the link to request any part additions. If there are some Kele or other Schneider Electric parts that you would like to see in the database, you can use the same link to send us the request. We will do our best to add it to the portfolio whenever possible. Page 5

6 SCHNEIDER ELECTRIC PRODUCT UPDATES Schneider Electric Shared Resources As a part of the Partner Excellence program, Schneider Electric is pleased to share many of our resources with all Studio360 Partners. They have made over 90 Multi-File Libraries (MFLs), custom Visio stencils, and the standard b3 VAV application with advanced checkout graphics available free of charge. Also, those companies and branches that are authorized to perform AT&T work have access to 37 AT&T standard system MFLs. They do this as a commitment to your success in becoming more profitable and growing your business. To access these resources, follow these two simple steps: Download the files onto your company s Studio360 server Admin downloading the files Have the user opt in to the content. User downloading the files Page 6

7 DID YOU KNOW? Moving 360 to Another Computer Are you in the process of getting a new computer to replace your aging system, or will be in the near future? If so, here is a resource on how to install Studio360 on your new computer and move the license, all without the help of IT or an administrator. Click here for an instructional video on how to accomplish this in a matter of minutes. This process is also detailed in Chapter 3 of the Setup and Administration Guide, available from the Help menu. Importing Project Properties from a Spreadsheet If you are using the detailed Project Properties available on the Site, Job, Estimate or Designer node, you can save some time by importing these values from a spreadsheet. Right-click on the node and select Import Import Project Properties Click here for an instructional video of how this process works. Page 7

8 DID YOU KNOW? Opening Projects Quickly with Recent and Favorite Project Lists If you work with the same project often, you know that you can save time by using the Recent Projects and Favorite Project lists on the File menu. Studio360 includes two features that will open a project directly, without going to the Open Project window. The Favorite Project list is helpful in accessing projects that you open often. The Recent Project list is helpful in recalling the last project that you have opened. Please watch the quick help videos on Favorite Projects and Recent Projects to learn more and add a couple of simple time saving features into your work day. Page 8

9 STUDIO360 TRAINING Studio360 Training Classes by Schneider Electric Schneider Electric provides training for all Studio360 modules. For more details, see the sidebars on this page and the next, or login to one of the following and search for 360 : Partners: Partner Company Training Link (Select NORTH AMERICA under BMS) Schneider Employees: MyLearningLink Login Knowledge Reinforcement Sessions As part of our Americas commitment to ensuring that Studio360 advance training competency is maintained & expanded, the Studio360 Support Team offers Knowledge Reinforcement sessions monthly via webinars. These Studio360 Knowledge training update and refresher sessions are FREE and will be offered to licensed users of the 360 Suite of tools on a first come first served basis (100 seats available). For those that are unable to attend, recordings of the sessions will be available on the Area360 Community site. What will these sessions offer? A quick method for getting an update on new 360 Platform features and functions. An easy way to learn something new and continue adding to your 360 Platform knowledge. Each month, a different feature or process will be highlighted and the information will be geared to an experienced audience. These will be a great opportunity to ask questions, practice, and share what you have learned with other 360 Platform Users. (Continued on page 10) Upcoming Trainings: Design360: Project Design and Engineering Course ID: BLDTECV June in Carrollton, Texas This is a 4 ½ day Classroom course that covers the Design360 Engineering Tool. The student will be given mechanical schedules, plans, and step by step guidelines to design an actual project submittal using tutorials that highlight the efficiencies of Studio360/Design360 platform. Students cover the Design360 Visio Drawing Tool, Standard libraries and Shapes, Drawing Organization, Submittal Generation, and Project Reporting. Studio360 Basics Course ID: BLDPRDI May 14 th 9:00 am CT via Webinar This online Webinar includes a basic introduction and operation of the 360 project lifecycle platform and the Studio360 tool. The course begins with an overview of the purpose of the 360 platform and its features and benefits. The student will be able to use Studio360 as a tool to efficiently manage several project processes, including data, file, and organization. Page 9

10 STUDIO360 TRAINING Download All Knowledge Reinforcement Session recordings and presentations can be downloaded from the Community: Just login and search 360KRS Our Next Session Date: Tuesday, May 26, 2015 Time: 11:00 am 1 pm, CENTRAL TIME Leader: Justin Javier Topic: Schedule Builder Overview Audience: All Studio360 users. There is no registration required. Add to your calendar: click here This session will focus on using the Schedule Builder, a new Studio360 feature. Schedule Builder is intended to replace creating schedules in Excel as well as Smart Charts. We will discuss the new way of creating both valve and damper schedules, custom schedules such as VAV or RTU schedules and how to incorporate them into a Design360 drawings and reports. You will also learn how to use Schedule Builder to create typical drawings quickly and easily. Upcoming Trainings: Estimate360 Course ID: BLDPRDI July 6 th, 1:00 pm CT via Webinar This 3-hour online course covers basic introduction and operation of the Estimate360 platform and the Estimate360 tool. The student will be able to use Estimate360 as a tool to estimate costs, efficiently manage several project processes, including data, file and organization, as well using the parts database. Service Estimating with Estimate360 Course ID: BLDPRDI July 13 th, 1:00 pm CT via Webinar This 2 hour online course covers basic introduction and operation of the Studio360 platform and the Service Estimate360 tool. Upon completion of the course, the student will be able to use Service Estimate360 as a tool to estimate service agreement costs, efficiently manage several project processes, including data, file and organization, as well generating Service Agreement Proposals and Tasking Documentation. Page 10