Difference between revisions of "E-Construction"

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| [//{{SERVERNAME}}/images_construction/a/af/ProjectWise_Explorer_CONNECT_Edition_Quick_Guide_-_Externals_doc_10052021.pdf MDOT ProjectWise Explorer Install] || A guide for [https://mdotwiki.state.mi.us/images_construction/a/af/ProjectWise_Explorer_CONNECT_Edition_Quick_Guide_-_Externals_doc_10052021.pdf External Users to Install ProjectWise Explorer CONNECT Edition Quick Guide]
 
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Latest revision as of 07:11, 6 October 2021

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MDOT's e-Construction Process














General Information

E-Construction refers to the initiative of MDOT to integrate various digital technologies into its business/construction operations so that cost savings, efficiency gains, and other benefits are realized. MDOT has integrated many technological solutions such as electronic bidding, electronic construction files, digital signatures, electronic filing systems, in-field utilization of mobile devices, etc. and many other exciting technologies are being considered by MDOT to integrate into its operations.

As of now, this Wiki article extensively discusses ProjectWise. In the future, this wiki article may cover additional topics relevant to e-Construction.


MDOT's e-Construction Process on I-96


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ProjectWise

Bentley Systems developed ProjectWise software to allow users to access, share, and manage electronic files located on a centralized server. Some of the features of the software include tracking document workflows, versioning of documents, checking out documents, etc. Many organizations such as the majority of DOTs and top construction design firms utilize ProjectWise for the management of files relevant to the construction process. The information within this article is intended to help a first-time user. For additional information about ProjectWise, you can visit Bentley’s webpage, ProjectWise community forum webpage, MDOT's ProjectWise resource webpage, or other links provided within this wiki article.

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Getting Started with ProjectWise

Before one can use ProjectWise, one must have an account that is associated with an organization’s Datasource. If you are a MDOT employee, you can contact MDOT-ProjectWise@michigan.gov. If you are a Contractor, you can contact MDOT-ProjectWiseConst@michigan.gov. If you are a sub-contractor, you can contact your project manager. Once approved, the administrator will contact you with your credentials that you can use to access the Datasource.

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Accessing MDOT's DataSource

Users can access MDOT's DataSource by means of mobile device or computer program as long as the devices have a reliable internet connection.

For MDOT employees using a Department computer, the ProjectWise Explorer program is available in the Software Center and the program is preconfigured to connect to MDOT’s Datasource. Open the Datasource and enter user credentials.

For non-MDOT employees using a computer, download the ProjectWise Explorer program from https://mdotjboss.state.mi.us/SpecProv/projectwisesupport.htm. Use the drop down menu on the page and select External Installation to locate and download ProjectWise Explorer. Once downloaded, configure the program to connect to MDOT’s Datasource. To do this, open ProjectWise Explorer, navigate the cursor to the Tools menu, move the cursor down and click on the “ProjectWise Network Configuration Settings” item. The “ProjectWise Network Configuration Settings” window will pop up, showing information within the “General” tab. Navigate the cursor to the “DNS Services” tab and click it. A server form with the entries of Name, Hostname, and Port is displayed. Type MDOTProjectWise for the Name, mdotpwiseext.state.mi.us for the Hostname, and 5800 for the Port. Click the Add button, select the added item, and click the Apply button. Navigate the cursor to “Datasource Listing” tab and click it. A server form with the entries of Name, Hostname, and Port is displayed. Type MDOTProjectWise for the Name, mdotpwiseext.state.mi.us for the Hostname, and 5800 for the Port. Click the Add button, select the added item, and click the Apply button. Restart the program. Open the MDOTProjectWise Datasource and enter user credentials.

For an iPad or iPhone, download the ProjectWise Edge Mobile application from the App Store. Open the application. Select “Repositories”. Add a new Repository; type “https://mdotpwiseext.state.mi.us/MDOTPWWSG” in the Server URL field. If correctly working “MDOTProjectWise” should appear in the Repository field; select that. Enter user credentials in the appropriate field, select the Done button to login. Navigate MDOT’s Datasource.

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Navigating MDOT’s DataSource

MDOT’s Datasource is essentially a hyperlink to a file directory that is located on MDOT’s servers. The file directory is organized by Region then by TSC and then by Job Number. Within the Job Number folder, there are construction documents relevant to the Job Number. You can navigate the file directory by clicking the + button or double-clicking the folder.

When you are about to select a file from the file directory, there will usually be two icons which signify the type of document and the functions that you can perform on the document. There are many file formats that are supported by ProjectWise such as .doc, .dgn, .pdf, etc. There are many functions that a user can perform on a file. A pencil icon indicates that the file can be checked out and modified. An open book icon indicates that the file is read-only. A red check mark icon indicates that you have checked out the file. A lock icon indicates that a file has been either checked out or exported and that it is read-only. A blue tag icon indicates that the file is in its Final Status and that no further modifications can be made.

Select a file and right click. A menu should appear with a list of functions that a user can perform. As you may notice, similar functions are grouped together. Some of these functions are grayed out which indicates that at that moment the function cannot be performed. Some of the more commonly used functions are New > Document, Open as Read-Only, Check Out, Check In, Export, etc. More information about functions is available on page 2 and 3 of this PDF.

The functions that a user can perform are limited to the number of permissions that are granted by the administrator. What your role is for a construction project will determine which files you are allowed to access and what functions you are allowed to perform.

For more information on the layout of ProjectWise Explorer, you can view FHWA's ProjectWise resource webpage.

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General Procedures for Construction Records Retention

The Federal Highway Administration (FHWA) requires that project construction records for federally funded projects be retained for a minimum of three years past the FHWA final accounting date. The FHWA final accounting date (for the purpose of records retention) is the date the Financial Operations Division (FOD) does the final billing to FHWA for federal funds. In addition to the FHWA requirement, there are record retention requirements issued by the DTMB Record Center and MDOT’s Records Management Office. This procedure takes into account the requirements of the FHWA, as well as DTMB Record Center.

The managing office engineer (delivery/project/resident/county/city/consultant) is responsible for all project records required at the project site. Each TSC/project office will name a Construction Records Coordinator (CRC) and provide the name of this person to the Construction Field Services Support Area’s Records Management Coordinator (RMC).

Project records for construction on state trunkline projects will be retained at the region, TSC, or project office until the FOD final accounting date. This applies to both federally and state funded projects. The FOD date is available through the MDOT Phase Initiator (PI) application.

The construction records for projects with consultant engineering management will be delivered to the managing TSC when the final estimate voucher is received. The managing TSC will retain the records in accordance with these procedures.

If any litigation, claim, negotiation, audit or other action involving the records has been started before the FOD final accounting date, the records must be retained at the project office until completion of the action and resolution of all issues. Should the CRC be notified that such action has commenced after the records have been transferred to the DTMB Record Center, the CRC will notify the RMC. At the end of the retention period, the DTMB Record Center will send the record disposal notice to the Record Management Officer (RMO). The RMO will contact the CRC prior to any record disposal by DTMB Record Center.

Retain the records for projects with warranty work at the TSC/project office until the end of the warranty period, unless the warranty period ends before the FOD final accounting date. If the warranty period ends before the FOD final accounting date, then retain the records at the TSC/project office until the FOD final accounting date.

Content Manager for Records Center Training Manual

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LAP Project Considerations

Local agencies are responsible for maintaining official records for their LAP projects. MDOT will maintain project records within ProjectWise or archived file system according to the department’s retention schedule. Local Agencies are to keep a copy of the PW file for their official project records.

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Standard Naming Convention for Documents

Effective with the December 1, 2017 letting and at the discretion of the engineer retroactively beginning with the October 6, 2017 letting forward, the Michigan Department of Transportation (MDOT) will utilize the following standard naming convention for naming and organizing electronic documentation created during the administration of state and federally funded construction contracts. Each file name contains sequential elements beginning with a required 1st descriptor. The order of the elements is to be maintained and not rearranged; however, elements following the 1st descriptor are situational and may not be necessary for inclusion into a file name based on the minimum element component naming examples provided in Division 1 e-construction tables. The element sequence and general format are as follows:

Elements: | 1st Descriptor | SN | Date | Initials | Revision | Contractor/2nd Descriptor | JN

Format: | FFFF or Variable | XXX | YYYY-MM-DD | XXXX | RX | Variable | XXXXXX

1st Descriptor (FFFF or Variable): Expressed as a form number (FFFF), document description (e.g. Pay Estimate), common document acronym, or form name.

  • Common document acronyms suggested when form numbers do not apply:
    • Use “Cert” for materials
    • Use “CP” for certified payrolls
    • Use “SD” for shop drawings
    • Use “IDR” for inspector’s daily report

SN (XXX): A three-digit sequence number (i.e. 001, 002, etc.) generated (i.e. auto-designated from FieldManager or assigned by the engineer) based on either the order of documentation receipt or incorporation of cross-referenced documentation into FieldManager used for contract modifications, pay estimates, material certifications, material source lists, etc.

At the discretion of the engineer based on the complexity of the project an inspector’s daily report (IDR) sequence number may be utilized. If a sequence number is used for anything other than an IDR then the element location for SN applies as shown.

All material approvals in FieldManager require cross-referencing. When approving materials in FieldManager, the file number along with sequence number (e.g. 309-Cert 006, 309-Test 001, or 303-1901 001) must be documented within the Lot Number field and cross-referenced in ProjectWise.

Naming image 1.jpg


Date (YYYY-MM-DD): date of occurrence of the work event or activity expressed as YYYY=Year; MM=Month; DD=Day. Use a dash character (-) within the date as a separator.

Initials (XXXX): Initials of the inspector up to four characters in length based on the initials assigned within FieldManager. Initials are used to delineate reports generated by different inspectors (i.e. IDRs and Form 1126 NPDES reports).

Revision (RX): A one-digit revision number beginning with an R (i.e. R1) generated based on the sequence of updates. The revised document should be named the same as the original source document except for the revision number placed at the end of the name (e.g. IDR 2017-07-20 GJM R1). A revision number is necessary for documents which have been changed after initial submittal into Field Manager or ProjectWise such as IDRs, work orders, or contract modifications and as a further exception may also be followed by a sequence number associated from FieldManager (i.e. R1 S1).

Contractor/2nd Descriptor (Variable): An element that provides for additional information such as the contractor or producers name, structure number, material type, location, and/or another distinctive qualifier of the file name. Structures should be identified as shown in project plans (i.e. B01, S01-1, S01-2, X04, or R01).

JN (XXXXXX): The job number of the project expressed in either five or six digits without an A, B, or C phase character at the end.


File Naming Characters

Except as otherwise noted (date and structure number), use spaces to separate fields not underscores, dashes, commas, periods, or any other characters.


Standard Documentation Folder Structure

The current alphanumeric folder structure will be retained as the default construction folder view for all projects in ProjectWise. ProjectWise allows for a user preference selection to view construction folders in file number format. Contact MDOT-ProjectwiseConst@michigan.gov to request the file number view in ProjectWise.

Alphanumeric Default View Example: Alphanumeric Default Example.jpg
File Number View Example: File Number Example.jpg

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e-Construction/Paper File System

Recent changes to the document as off 8/31/2021 are highlighted in orange.

Download a copy of the Standard Naming Convention - Alpha list.

Download a copy of the Standard Naming Convention - Numeric list.


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Resources

File Name Description
MDOT ProjectWise Explorer Install A guide for External Users to Install ProjectWise Explorer CONNECT Edition Quick Guide
Scan to E-mail Capturing and E-mailing a photo with an iOS device(iPhone, iPad, etc.)
ProjectWise Unique Search Guidance for Using one of the Search Features of ProjectWise
IPhone as mouse in Citrix on Ipad Guidance for configuring an iPhone to be used as a mouse for an iPad which is running in a Citrix Environment
Remoting via Citrix Reciever Using the Citrix iPad application to remotely access another computer
Procedure for E-construction Documents Guidance for how to electronically file a variety of documents into ProjectWise


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