© 2011 Bentley Systems, Incorporated
Bentley Transmittal Services for
ProjectWise Users
Rimantas Varanavicius
Product Manager, Bentley Systems Inc.
• What is a Transmittal?
• Current Transmittals and Submittal Processes
• Existing Market Challenges
• Bentley Transmittal Services
• Summary
• Q&A
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© 2011 Bentley Systems, Incorporated
Agenda
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What is a Transmittal?
Client
For
approval
Deliverables for
review
Partners
AE firm
Responses
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• 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.
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A Vocabulary
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Current transmittal process (outbound)
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Current submittal process (inbound)
• 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
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Existing Market Challenges
•
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
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Bentley Transmittal Services
Available
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Transmittal management process
Coming
soon
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Submittal management process
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Creating Transmittal from
ProjectWise Explorer
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Creating and managing transmittals
per ProjectWise project
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General tab
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Transmittal ID defined
by project standards
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Creating Transmittal
Recipients
Add transmittal recipients
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Select from the global
list of external participants
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Creating Transmittal
Adding documents
Reference files are
Automatically included
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single source of truth
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Creating Transmittal
Adding documents directly from
Setting schedule and reminders
Automated reminders help issuing data
and collecting responses on time
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Creating Transmittal
Issue
Before issuing transmittal,
transmitter can review the cover letter
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Creating Transmittal
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Automatically generated PDF cover letter
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Acknowledging, downloading
and responding from
Transmittals Portal
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Each recipient gets automated email
notification with embedded link
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Secure access to Transmittals Portal
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Acknowledgement required
to download
Download data locally to review
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Acknowledgment recorded in the audit trail
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Deliverables reviewed
and commented
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Upload review
comments via the Portal
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Response for
each document
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User can send a partial response or
response to all documents at once
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Send responses are locked
to allow engineers start
addressing the comments
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Tracking Transmittal status and
response from ProjectWise Explorer
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Tracking Transmittal
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Dashboard
Transmittals Registry lists
the most urgent items at the top
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Dashboard
Document Controller:
What responses are still pending?
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Tracking Transmittal
Dashboard
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Document Controller:
How many documents are yet
to review and respond by John?
© 2011 Bentley Systems, Incorporated
Tracking Transmittal
Tracking Transmittal
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Related transmittals
CAD Designer:
What comments were received
for my specific drawing?
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Transmittals settings
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General
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Manage project specific
transmittal standards
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Settings
Settings
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Numbering rules
Define project specific
transmittal ID generation rules
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Participants and permissions
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Provisioning rights for
project participants
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Settings
Notifications
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Customize email notifications
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Settings
Notification types
External user notifications:
Internal user notifications:
-
Access granted to project portal
-
Planned issue due
-
Password recovery
-
Planned issue overdue
-
New transmittal received
-
Acknowledgement overdue
-
Acknowledgement due
-
Response overdue
-
Acknowledgement overdue
-
Transmittal received for review
-
Response due
-
Transmittal sent for review was issued
-
Response overdue
-
Transmittal sent for review was rejected
-
Transmittal recall
-
Responses received
-
Responses received all
-
Transmittal issuing/sending failed
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Settings
Purposes
Control the way participants
can respond to a transmittal package
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Settings
Document metadata to send
Configure what document attributes to
include into a transmittal package
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Settings
Data storage
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Define where markups will be stored
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Settings
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Deployment architecture
Summary
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Project Team
Members
Engineering
Content
Clients and
Contractors
Confident Contractual
Communications
Speedier Project
Execution
Document
Controller
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Trusted
Transmittals
© 2011 Bentley Systems, Incorporated
Bentley Transmittal Services Advantages
“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. ”
“ Having all our transmittal information in one
place accessible to everyone will be a time
saver and increase visibility to status”
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“Bentley Transmittals appears to be
intuitive and easy to use and hits
the target in terms of the functionality
we are looking for. ”
“This will help ensure compliance
with contracts and reduce the risk of
incurring any fines or additional costs”
© 2011 Bentley Systems, Incorporated
Feedback From Early Access Program
• 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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© 2011 Bentley Systems, Incorporated
Q&A