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Bentley Transmittal Services for ProjectWise Users

Bentley Transmittal Services for ProjectWise Users. Rimantas Varanavicius Product Manager , Bentley Systems Inc. Agenda. What is a Transmittal? Current Transmittals and Submittal Processes Existing Market Challenges Bentley Transmittal Services Summary Q&A. What is a Transmittal ?.

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Bentley Transmittal Services for ProjectWise Users

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  1. Bentley TransmittalServices for ProjectWise Users Rimantas Varanavicius ProductManager, Bentley Systems Inc.

  2. Agenda • What is a Transmittal? • Current Transmittals and Submittal Processes • Existing Market Challenges • Bentley Transmittal Services • Summary • Q&A

  3. What is a Transmittal? Client For approval Deliverables for review Partners AE firm Responses

  4. A Vocabulary • Transmittal – Data sent outside of organization (outbound) • Note - A Transmittal can be a Submission to someone else's system • Submittal – Data received into organization (inbound) • Transmittal Letter – Letter describing the contents of a transmission • Transmittal Content – Documents to be transmitted • Transmittal Preparation – Gathering together files together with a Transmittal Letter • Register – A register of what was sent to who when and what action should be taken or is expected.

  5. Current transmittal process (outbound)

  6. Current submittal process (inbound)

  7. Existing Market Challenges • Design firms and O/O need to mitigate risks • Not meeting contractual obligations (content, time) • Unable to prove delivery of information • Execs and PMs lack visibility of project status • Unable to easily determine status of deliverables and review processes • Deliverables preparation/delivery & review/comment cycles are too long and human resource intensive • Current process are time consuming, manual and error prone (create, send, track) • Significant document control staff(and others) required to maintain process

  8. Bentley TransmittalServices • Transmittals Packager module tightly integrated with ProjectWise Explorer client: • Create transmittal package within seconds instead of hours • Externally facing Transmittals delivery web portal • Deliver outgoing transmittal package within minutes instead of days • Allow external users uploading responses for you • Transmittals Register to keep track of all your project deliverables in a single place • Mitigate risks by storing all info on what has been send, to whom, when and if/when it was acknowledged and responded • Transmittals Dashboards to help track project deliverables status

  9. Transmittal managementprocess Available

  10. Submittal managementprocess Coming soon

  11. Creating Transmittal from ProjectWise Explorer

  12. Creating and managingtransmittals per ProjectWiseproject

  13. Creating TransmittalGeneral tab Transmittal ID defined by project standards

  14. Creating TransmittalRecipients Select from the global list of external participants Add transmittal recipients

  15. Creating TransmittalAdding documents Adding documents directly from single source of truth Reference files are Automatically included

  16. Creating TransmittalSetting schedule and reminders Automated reminders help issuing data and collecting responses on time

  17. Creating TransmittalIssue Before issuing transmittal, transmitter can review the cover letter

  18. Automatically generated PDF cover letter

  19. Acknowledging, downloading and responding from Transmittals Portal

  20. Each recipient gets automated email notificationwith embedded link

  21. Secure access to Transmittals Portal

  22. Acknowledgement required to download

  23. Acknowledgment recorded in the audit trail Downloaddata locally to review

  24. Deliverables reviewed and commented

  25. Upload review comments via the Portal

  26. Response for each document

  27. Usercansend apartialresponseor responseto all documents at once

  28. Send responses are locked to allow engineers start addressing the comments

  29. TrackingTransmittal status and response from ProjectWise Explorer

  30. Tracking TransmittalDashboard Transmittals Registry lists the most urgent items at the top

  31. Tracking TransmittalDashboard DocumentController: Whatresponses are stillpending?

  32. Tracking TransmittalDashboard DocumentController: How many documents are yet to review and respond by John?

  33. Tracking TransmittalRelated transmittals CAD Designer: What comments were received for my specific drawing?

  34. Transmittals settings

  35. Manageproject specific transmittalstandards SettingsGeneral

  36. SettingsNumbering rules Define projectspecific transmittal ID generation rules

  37. SettingsParticipants and permissions Provisioningrightsfor projectparticipants

  38. Customize email notifications SettingsNotifications

  39. SettingsNotificationtypes External user notifications: • Access granted to project portal • Password recovery • New transmittal received • Acknowledgement due • Acknowledgement overdue • Response due • Response overdue • Transmittal recall Internal user notifications: • Planned issue due • Planned issue overdue • Acknowledgement overdue • Response overdue • Transmittal received for review • Transmittal sent for review was issued • Transmittal sent for review was rejected • Responses received • Responses received all • Transmittal issuing/sending failed

  40. SettingsPurposes Controlthewayparticipants canrespond to a transmittalpackage

  41. SettingsDocument metadata to send Configure what document attributes to include into a transmittalpackage

  42. SettingsData storage Definewheremarkupswillbe stored

  43. Deployment architecture

  44. Summary

  45. Bentley Transmittal Services Advantages EngineeringContent Project Team Members Clients and Contractors Confident Contractual Communications Speedier Project Execution Trusted Transmittals Document Controller

  46. Feedback From Early Access Program “Bentley Transmittals is an exciting new development that promises to close the gap on the delivery and review of documents.” Other Comments Include: “Bentley Transmittals will help reduce transmittal assembly and packaging time as well as the time it takes to track the package. ” “Bentley Transmittals appears to be intuitive and easy to use and hits the target in terms of the functionality we are looking for. ” “ Having all our transmittal information in one place accessible to everyone will be a time saver and increase visibility to status” “This will help ensure compliance with contracts and reduce the risk of incurring any fines or additional costs”

  47. Q&A • For pricing information please contact your Bentley Account Manager • Come see us at Be Together – Bentley Transmittal Services presentation, workshops and LIVE Zone Demos

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