Managing Plan Delivery and QAQC in a Collaborative Environment

Transcription

1 Managing Plan Delivery and QAQC in a Collaborative Environment Louisiana Update - IHEEP 2014 Presented by Hollis Ward DOTD Design Automation Manager Louisiana Department of Transportation and Development With Matthew Tolmie Product Support Manager Altiva Software

2 Presentation Topics CADconform Drafting/Compliance Tools (Altiva) ProjectWise Managed Workspace (Altiva) ControlCAD QAQC Reports (Altiva) * EZ Publish PDF Plans (Bentley) * ProjectWise Facilitates! * These are important ProjectWise add-on applications

3 CAD Standards Compliance Tools (LaDOTD and Consultants) What about this guy?

4 Software and Deliverable Standards Provides all of the standards for DOTD and consultants Living document resides on the LaDOTD and Altiva Web pages

5 This is an image only See Digital Plans Delivery Webpage for Additional information 1. Start at Link 2. Then - Business Working with DOTD > Digital Plans Delivery

6 LaDOTD CAD Standard Resources Workspace Overview Borders Level Libraries (dgnlib) Provides all of the files and standards needed Levels, Text Styles, Dimension Styles

7 Workspace Project Selection List Select Workspace Project in MicroStation Manager * * Project is defined on \Plans folders in ProjectWise.

8 Example Project Config File (.PCF) Workspace Projects have customized settings Master Config + Project Config = Workspace Profile

9 Example Master Config File (partial) Some LaDOTD System variables shown above.* * Settings that are constant for all disciplines.

10 Current DOTD Workspace Delivery Installer delivered via web download Installs entire workspace (seeds, DGNLIBs, cells, cfgs) on user s local C:\ Requires update (reinstall) when DOTD make changes

11 Goals for Managed Workspace Consultants using the exact same setup as DOTD Changes to the workspace happen live for all parties Less maintenance, distribution hurdles, time invested by DOTD Less work involved for consultants to stay current with DOTD Win-Win for DOTD and Consultant Partners

12 Managed Workspace Setup - Files Existing Workspace files imported into ProjectWise

13 Managed Workspace Setup - CSBs Config files recreated as Configuration Settings Blocks

14 Why Create CSBs Manually? Verify all files and paths update to ProjectWise locations Audit existing variables for relevance and necessity Some variables lost when using ProjectWise importer

15 Managed Workspace Roadblocks DOTD machine s mslocal.cfg broke managed workspace How to manage frequent addition of consultant users 3 rd party MDL applications loading from ProjectWise

16 Altiva CADconform Toolkit Connect to Database Manage Users Manage Feature Tables Draft Conform Generate Reports and Certify

17 CADconform Feature Table Branding Brands (red symbol) set default feature tables for seed files Brands must be Allowable (Specified in Project config)

18 CADconform Drafting Menu Long Menu Option for Road Design and Traffic (Note two types of Cell Selectors for Traffic)

19 CADconform Drafting Menu Short Menu>Menus Across Option for Bridge Design

20 Example CADconform Feature Definition Example Road Design Annotation Feature Definition Tabs expand choices of attributes and commands Feature settings enable macro creation on the fly

21 Conform Interactive Checker Conform tool works somewhat like a spellchecker

22 Batch Processor - Certify Batch Processor Certify command places certification stamp Also used to generate Error Summary, Feature Summary, etc.

23 Standards Certification - Secure Watermark Intelligence encoded stamp documents important details ControlCAD checks for CAD Certification Stamp

24 Standards Certification with Secure Watermark Watermark Invalidation Red slash or x indicates watermark invalidation File changes update status from OK to File Modified

25 Altiva ControlCAD Reports in ProjectWise Check Attributes Check CAD Standards

26 Typical ControlCAD Reports Folder Reports folder is created when the first report is ordered Reports are run for each discipline at each submittal milestone

27 Generate ControlCAD Reports Select plan sheets or Plans folder and right-click Select ControlCAD Select Check Attributes or Check CAD Standards

28 ALMONASTER AVE. OVER THE INNER HARBOR NAVIGATION CANAL Multi-Consultant Collaboration All subject to ControlCAD reporting All publishing to the same folder

29 ControlCAD Reports Folder Almonaster Bridge One consultant discipline report shown here Six disciplines reporting Reports are run for each discipline at each submittal milestone All disciplines will be capable or running their own reports soon

30 ControlCAD Check CAD Standards LaDoTD CAD Standards Report Report _Testing/Testing 2/ /Bridge-Facilities/Bridge-Structural/Plans Project type: Bridge-Facilities 60% of drawings with certification stamp Filename CAD Stamp Refs Border Ref DrawingScale ActiveLStyleScale Missing LevDesc Autocad Styles InRoads Elems 101 Bridge Index and GenFile Modified Attached OK border yes no 102 Summary of Bridge QOK Attached OK border yes no 102 Summary of Bridge QFile Modified Attached OK border 1.0 off OK no no 103 Summary of Bridge QOK Attached OK border yes no 104 General Plan.DGN File Modified missing OK border no no 104 General Plan_NEW.DFile Modified missing OK border no no 105 Bridge Proposed WidOK missing OK border yes no 106 General Elev.DGN OK missing OK border no yes 106 General Elev_NEW.DFile Modified Attached OK border OK no yes 107 SEQUENCE OF CONOK Attached OK border 2.7 off 1 no no 108 SEQUENCE OF CONOK Attached OK border 2.7 off 1 no yes 109 Pile Plan.DGN OK Attached OK border 20.0 off 1 no no Red fields indicate issues that need to be fixed Provides overview of CAD standards and settings Provides efficient review of issues that need fixing Required at each submittal milestone

31 ProjectWise Attributes Page How do we ensure that attribution is complete?

32 ControlCAD Check Attributes Report Red text indicates issues that need to be fixed Provides overview of attribute values Provides efficient review of issues that need to be fixed Required at each submittal milestone

33 ControlCAD Check CAD Standards Compliance Report for CAD Drawings in ProjectWise Compliance Checks CAD Certification Stamps present Appropriate Feature Tables used CAD Reference Files found CAD File Header information valid (Working Units, etc.) Borders, scales, fonts, styles required for PDF Publishing Evidence of cheating, unexpected results, etc. Provide timely feedback for Designers & Managers And more

34 Advantages of ControlCAD Reports Provide feedback throughout the plan development process Bring order to the chaotic world of plan development Particularly important for Consultant plans Particularly important for Slackers Prevents unpleasant surprises at Final Plans! Prevents late plan delivery and late lettings Complete, compliant, high-quality final product is likely Leverages the ProjectWise collaboration environment

35 Changes to Consultant Plan Delivery Consultant plan delivery workflow is the same as DOTD s Verify CAD standards with Check CAD Standards report Index in ProjectWise. Verify with Check Attributes report Reports start with first submittal. A high level of compliance is expected in early submittals under normal circumstances. Full compliance is expected in later submittals. PDFs published and Digital Signatures applied using Bentley customized PDF Creation Service tools and workflows.

36 LaDOTD Digital CAD Submissions Within ProjectWise Plan Delivery Tools and Workflow (Comprehensive Overview) International HEEP 2014 Presented by Hollis Ward DOTD Design Automation Manager With Matthew Tolmie Altiva

37 2012 Bentley Systems, Incorporated 2012 Bentley Systems, Incorporated Automating LaDOTD Design Publishing ( Updated 9/27/ HW ) Hollis Ward: DOTD Design Automation Manager: hollis.ward@la.gov Tom Atkinson: Bentley Information Management Sales Executive 37

38 Automated PDF Publishing Project Goals Automate PDF Plans Publishing Automate Digital Signature Workflow Empower Design Consultants to Publish/Sign Plans Automate PDF Transfer to Bidder Plans Room 2012 Bentley Systems, Incorporated 38

39 Project Tasks PDF Creation Service: Provide the functionality within ProjectWise for users to select MicroStation Design Files and click a command that will generate PDF copies of the drawings. Use the name and attributes of each document to establish the name and attributes of each PDF and to create the folder in which to place the PDF documents. Determine the ProjectWise InterPlot Settings to use. Provide connectivity for client systems, outside the LADOTD network, to submit PDF plan requests the same way as LADOTD staff Bentley Systems, Incorporated 39

40 Project Tasks Export/Import Signed Documents: Provide the functionality to control and manage the Export and Import process of PDF documents in and out of ProjectWise for digital signature using standard digital signature software adopted by LADOTD. Export to Plans Room: Provide the functionality to export PDF documents and companion XML files containing the ProjectWise attributes to a predetermined Windows folder. This watched folder is monitored by the bidder Plans Room system, which will import the files and populate the attribute values for each document Bentley Systems, Incorporated 40

41 Publishing with Publish to PDF 2012 Bentley Systems, Incorporated Input CAD DGNs Output PDFs Select DGNs to Publish Select Publish to PDF Select Plan Status Click Submit 41

42 Ad-Hoc Drawing Submittals 2012 Bentley Systems, Incorporated Publish To PDF can create ad-hoc submittals ( Miscellaneous Submittals) Used for important updates between benchmarks 42

43 Published Submittals Template 2012 Bentley Systems, Incorporated Submittal category root folders start empty (e.g., _Final Plans ) 43

44 Submittals at Project Completion 2012 Bentley Systems, Incorporated Example Project with Completed Submittals Submittal folders (e.g., 95% Final Plans ) are created when PDFs are published Plus signs on folders indicate that one or more PDF files exist. Press Function key F5 to see latest status 44

45 PDF Creation Service Bentley Systems, Incorporated Information about PDF Creation Success/Failure 45

46 Project Wise Attributes Page 2012 Bentley Systems, Incorporated 46 Publish To PDF passes attribute values from DGN to PDF (Used for Document Searches in ProjectWise and Plans Room)

47 DOTD Network Plot Information Transfer DMZ Firewall 2012 Bentley Systems, Incorporated ProjectWise Integration Server ProjectWise Plot Server Custom Publishing Solution ProjectWise Gateway Server FTP Server External User DOTD User <Animated> Turned off by default. It may be helpful to turn it on for this this type of slide 47

48 Digital Signature Workflow and Audit 2012 Bentley Systems, Incorporated ProjectWise Integration Server DOTD User <Animated> 1. PDFs are Exported from ProjectWise to Windows Logs Date, Time, User, Folder, Exported for Digital Signature, etc. 2. Silanis Digital Signature Process is Executed 3. PDFs are Imported Back to ProjectWise Verifies documents are signed (otherwise, will not import), and then imports Deletes signed PDF files in Windows folder Logs Date, Time, User, Imported Digitally Signed Document, etc. Updates Signature Status attribute value to Signed Updates PDF document status to Final Status (Locked) 48

49 Bentley Custom PDF Signature Workflow from the Driver s Seat Export PDF/ Import Signed Document 1. Highlight PDF drawings to sign in ProjectWise 2012 Bentley Systems, Incorporated 2. Right-Click and select Export for Signature Exports drawings to C:\PW_SignatureDir 3. Sign drawings using Silanis ApproveIt 4. Right-click and select Import Signed Document Checks to make sure drawings are signed. Imports drawings and sets Final Status Sets Signature Status attribute to Signed Records audit trail of signing ceremony 49

50 ProjectWise Integration Server Export to Plans Room Electronic Plans Room Server 2012 Bentley Systems, Incorporated <Animated> DOTD User DOTD User selects Export to Plans Room Command Document Attributes are written to an XML file The PDF and XML files are copied from ProjectWise to a predetermined Folder The Electronic Plans Room runs a service that watches this folder The PDF and XML are imported as a new, indexed document 50

51 Bentley ProjectWise Custom PDF Publishing Extension Publish To PDF Makes Publishing Easy 2012 Bentley Systems, Incorporated Creates PDFs without user plotting setup Creates output folder for PDFs (e.g., Final Plans) Copies attribute values from DGN to PDF Sends documenting PDF creation status Manages PDF Digital Signing Ceremony Exports PDF and XML index to Falcon Plans Room Publishes Deliverables for DOTD and Consultant partners 51

52 Consultant Plan Delivery Before New Process Publishing Plan On Hold Before Automated PDF Publishing o Consultants must create PDF plans on their site using InterPlot 2012 Bentley Systems, Incorporated o Consultants must index plans using ControlCAD Indexer on their site o Plan delivery required Consultants to package all DGNs, PDFs & XML Index Files o DOTD must process Consultant packages o CAD design plan QA/QC practical for Final Plans only This system was considered a great improvement at the time, but staffing to process the submittals was not provided. DOTD focus on meeting Plan Delivery Dates was more important than enforcing workflow and data standards. Conforming to standards was essentially on the honor system. Compliance depended on Project Manager, Task Manager and Consultant priorities. PDF publishing was therefore ad-hoc and not for formal submittals. 52

53 Project Impact on DOTD Plan Delivery PDF plans published using automated Bentley PDF Creation Service PDF plan production using this EZ Publish system is far faster and more efficient than paper for all submittal milestones Bentley Systems, Incorporated PDF Creation Service requires CAD DGNs to reside in ProjectWise Consultants can upload or create CAD designs in ProjectWise and participate in DOTD ProjectWise plan delivery process. CAD DGNs in ProjectWise enable ControlCAD Reports in ProjectWise ControlCAD Reports provide feedback at each submittal milestone Ultimate Result: Both publishing and QA/QC is very efficient 53

54 Typical Transmittal Transmitted herewith is a link to the Final Plans for the referenced project in ProjectWise. These Plans are submitted for the your review and approval via Title Sheet signature. S.P. No. H Interchange Lighting LA 16 (Amite) Route I-55 Tangipahoa Parish Link to Final plans: Final Plans Transmittal verbiage varies depending on plan delivery milestone and related directives.

55 LaDOTDAutomated Plan Delivery Workflow

56 Consultant Plan Delivery to DOTD System CAD Plans Folder (Abandoned Design) Animated ProjectWise Plan Development System PDF Submittal Folder PDF Drawing XML Index Watched Folder Falcon Electronic Plans Distribution Center DGN Drawing PDF Drawing XML Index Too much happening outside of ProjectWise. Compliance remained a mystery until Finals ControlCAD Submittal Archive PDF - Adobe file format used for published documents XML - File format used to store attribute values (indexing) ProjectWise - Bentley Plan Development System Falcon - tsaadvet Electronic Plans Distribution System Watched Folder - Monitored by Falcon for incoming plans Consultant Plans Repository Index PDF & DGN (ControlCAD Indexer) Create PDF Drawing with Interplot Sign Final Plans with ApproveIt Draft, Conform & Certify Final CAD DGN with CADconform

57 Consultant Plan Delivery Workflow (Phasing Out as the Managed Workspace Phases in) CAD Plans Folder ProjectWise Plan Development System PDF Submittal Folder Export / Import All DGNs PDF Drawing XML Index Watched Folder Consultants employ DOTD internal workflow to index, publish and sign. Altiva ControlCAD Reports replace ControlCAD Submittal tool Falcon Electronic Plans Distribution Center PDF - Adobe file format used for published documents XML - File format used to store attribute values (indexing) ProjectWise - Bentley Plan Development System Animated Falcon - tsaadvet Electronic Plans Distribution System Watched Folder - Monitored by Falcon for incoming plans Consultant Plans Repository Draft, Conform & Certify DGN with CADconform

58 DOTD Unified Plan Delivery Workflow CAD Plans Folder Draft, Conform & Certify with CADconform. Index in ProjectWise. Animated CAD Plans Folder ProjectWise Plan Development System PDF Submittal Folder PDF Drawing XML Index Watched Folder Sign Final Plan Drawings with ApproveIt Falcon Electronic Plans Distribution Center PDF Drawing PDF Drawing ProjectWise PW Index Index PDF - Adobe file format used for published documents XML - File format used to store attribute values (indexing) ProjectWise - Bentley Plan Development System PDF Submittal Folder ( Final Plans ) Falcon - tsaadvet Electronic Plans Distribution System Watched Folder - Monitored by Falcon for incoming plans