Home

PDMS admin console Manual

1. File Type Collate Options LEW y I Always add at the end I Skip current file P Highlight Sheet Fle alin Existing Sheets a pais IV Viewable Sheet Number FileName as Sheet Number Do not incl in Current Sets x Add before selected sheet ee Se M112 E Do not incl in Historical Add after selected sheet Sets Iv Skip Sheet Description Gray Scale Image Thumbnails path Description AmoB3locO BetaT estva El Add Sheet Desc we Add File Properties Window Files will automatically be presented to you for indexing in the order that you defined in the previous window If this is the first issue to be added to a project than files will automatically be appended to the Existing Sheets List If this is not the first issue for the project then you may be prompted to insert the drawing into the existing list There are many features and fields in this window some of them are mandatory while others are not A full description of their function is listed below Current File Name This field will display the original filename of the currently active sheet Current file number This field will give you an indication of where you are in the list Issue Name This field contains the name of the issue that you are updating Discipline You may add or choose a discipline name from this control You will have the opportunity to assign a Discipline to the file at a
2. Custom Packages Window In the Custom Packages Properties window you will need to supply the following information Package Name Enter a descriptive name for the package The PM will probably want to supply you with one Package Description Enter any text which will further define the content and purpose of the new package Notes For a fixed price package it will be important that you enter all production options which have been pre determined for pricing the package so that it may be properly produced when orders are placed for the package Fixed Price By clicking on the Fixed Price option box you can set this package as a fixed price package You must then enter the pre determined price for the package Lock by Console Packages with this setting will not be available online rather they will simply be available within the PDMS Admin Console for printing Viewable to All Packages with this setting will be available online for ordering by any user with permissions to view custom bundles How this permission is set is discussed later in this document under Advanced Project Options Project Options Auto Update By selecting this option all drawings added into the package will remain current as new revisions are created Files for this package may be selected two ways by issue and or discipline or by building a set PlanWell Document Management System Set Selection i x Available Date s 05 01
3. This queue will now be accessible to all other PlanWell providers To utilize the PW Network it is necessary for you to choose Get Latest Changes This will populate your remote queue dialog window will all members of the PW Network Information regarding any queue may be viewed by highlighting the queue name Changes may only be made to the queues created within your office You may choose to narrow down the list of remote queues listed by utilizing the search options to quickly find the queue you would like to view or manage C And Column Hame Column Name Co Search Reset By Company Name Al C APW O My Favorites C Non Pw a Number of Queues 141 Remote Queue Search Options Sample You may also choose to narrow down the remote queues you see by creating favorites After clicking on the box or boxes of the remote queues you wish to include in your favorites choose Update My Favorites Now by choosing the search criteria My Favorites you will only be presented with those you have selected Adding Employees Additional employees may be added into the PlanWell system either through the online Management Console or through the PDMS Admin Console In the PDMS Admin Console choose Repro Service Employee Manager To add a new employee highlight ADD NEW EMPLOYEE and type in all required information and choose Add Optionally you may choose to make this employee an administrator T
4. Oia dad ear ari 2 ANG WIEN ISSUE AAA ET A A A a 27 ANG WIEN DISCS asia pemdaawan alae ea nee Deum 27 BIA CUE a Nerec eee te e ee 28 BUG Historical SOU xeon se a ain cice a mein penkeade Id 28 BIE ES aurea pu cara ah ocr a tale wanton 28 PAE it Rectal tin stated domed 28 PT RA OR 29 Make ED dae e di e ee a e O e 29 GI VEN aS i scan ha oe ae stat sd IS ee eo nec aan haha dee ee oa ann aie 30 PACK AO Oi tes acca eid acca A sce weed A cece iu deatecinseueteinieexiconsent 31 ClOS On a 35 SAM y PP O O E idee aia EE E EE E wines el Daninaisee mabe eeuuaenuwaew te 35 Project SY NENFONIZACION ais aw iad oncaeid wan ed re Saws ade A ae ewe wee ew ew 35 Advanced Project OPTIONS mssicocrciaicari aria 35 Address BOOK carad a oa a E a A A 35 Web SUI CS aie ETE A dis 36 PROVECE ODUON Sorene ida A TA 37 FAQ NOUTIGALION EIST aniar Ada 37 PEO EGP OC aabt 38 PFOJOCE Melina AAA A AA A A A 38 AJA PEO OE DANA 39 ETE PRO EC a oia 39 Delete Pro Ein AAA OS 39 WOVE PROCE aaa 39 CODY PrO CT da NS AAA aos 40 Address BOOK Men ls 40 Ada Customer EMPIOyVEE ia alla 40 AGG CUStOMEer CONCA aii dr AS A 42 AGAaress BOOK USSES Tama ii 43 Add Customer Employee Add Customer Contact cccccc cece eee eee teeeeeteeeeeteeneengs 43 EXPOIC USOT rsssrarro catalana iria 43 UNDOR USES ecuacion a Dosis 44 FOP OM US antares at a Sesea nee ae AiSa ae a nen ala Sea cata teen mew ebeher Gelatin 45 Sena EMA aderem enre a O E EEEE 45 Address Book GROUNDS TaD re
5. Sign Up Now User Name Password So forgot your password Not a member yet sign up now Location of Application Access Approving Online Applications Applications completed online may be approved through the online Management Console or through the PDMS Admin Console When approved through the online Management Console this new account will be available in the PDMS Admin Console only after the completion of the Account Synchronization operation The Account Synchronization operation occurs once a day and is performed by the PDMS Replicator application You may also trigger an account replication manually within the PDMS Admin Console by selecting Synchronization Synchronize Accounts TO approve this account through the PDMS Admin Console choose Repro Services Account Manager Account Application All applications in a status other than approved will be listed Choose the appropriate account and change the status to Approved and Save Once you select Save an account synchronization will automatically be requested This account will be immediately available following this synchronization Changing Customer Information Changes to any customer s information may be made by first highlighting the customer s name in the customer list choosing Repro Services Account Manager Current Account After making necessary adjustments choose Update Customer List Upon a successful login yo
6. a tool tip will display which will show you the issue date O TEEN B Project Packages BA Initial Set BH Addenda H B Acdiendo4 z6 2004 00 00 H B Addenda Be specifications When you select an issue from the tree the file list will update to show you all of the files which are contained within that issue Auto I ndexing Rather than indexing files in the manner listed above you may also choose to have PlanWell index them for you instead To access this functionality right click on the issue name and choose Auto Indexing After making this selection you will be presented with the auto indexing window where you can now browse to the location of the document you wish to use for auto indexing After choosing to either place the sheets at the end of the project or the end of the issue you may now choose Validate File Path and Import File Path C Documents and Settings Kari Fairbanks Desktop M anual xls Bl Load SheetNo SheetDescription Discipline FilePath Browse Rotation Architectural E tiffs testvault bid set 00000001 tif Browse a 102 Architectural E tiffs testvault bid set 00000002 tif Browse lam a 103 Architectural E tiffs testvault bid set O0000003 tif Browse _ 4 ja104 Architectural E tiffs testvault bid set O0000004 tif Browse m 111 Mechanical E tiffs testvault bid sett ODODODOS tif Browse m 112 Mechanical E tiffstestvault bid set O0000006 tif Browse m 113 Mechanical E tiffs testva
7. and choosing Save This will expand the list of potential recipients to include those selected individuals Along the right column begin by specifying if the email is to come from you or a registered user by choosing the appropriate radial button If you select registered user you will have a dropdown list available of all registered users Select a Blast Name for this email This name will be used later if you choose to review the status of this email Next highlight recipients from the left column and choose the appropriate location in the right column You may either move them into the Cc line or the Bcc line Type in the subject of the email Remember as with all email messages it is vital that you clearly define the subject in the Subject line Finally type in the message text and choose Send Close By selecting Close the address book will close and you will be returned to the project list window Address Book Groups Tab The second tab in the address is book for Groups maintenance and management Within this window you will be able to Create Edit view Reports Send Email Search and Close the address book Create Users can be organized into logical groups through the Create option Begin by defining a group name then simply move users from the bottom address book window into the upper group window When all appropriate users have been added choose Save From within the Create option you may also highlight
8. s address As is the case when adding a customer employee you will have the opportunity to assign one or more Trade codes to this contact Once all required information is entered select Add To add another contact without closing out select Clear and begin the process again To edit an existing contact highlight the contact s name make the necessary adjustments to the information and select Update To delete an existing contact highlight the contact s name and select Delete Select Close to return to the project file list window Address Book Address Book Users Tab Although the Add Customer Employee and Add Customer Contact options allow for easy address book population and management you will find that the additional capabilities of the Address Book option further simplifies the management of your customer s employee and contact lists From this window you will be able to add or modify users Assign users to groups modify your group information Import new users from a tab delimeted file export users to a tab delimeted file print a report of users and groups and send emails Kenny Joes Concrete Dogworth Joes Concrete Jones Joes Concrete Swanson Joes Concrete Margolis Joes Concrete Christopherson Ean Demo Company two lthaus Kari Demo Company Jeraldson Kari Demo Company Fairbanks Kari Demo Company Lundell Kari Demo Company Trade Kari Demo Company Thomas Kari Demo Company Robic Laser Grap
9. 084M architectural 3 4 103 30x42 Third Level addenda 3 6 25 2003 10 54 084M architectural 4 4 104 30 42 Fourth Level bid set 4 2 2002 12 00 004M architectural 7 M 113 30 42 HVAC Second Level Plan addenda 2 7 24 2002 12 00 004M mechanical 8 M 114 30 42 H AC Third Level Plan addenda 2 7 24 2002 12 00 004M mechanical 9 M 115 30 42 HVAC Fourth Level Plan addenda 2 7 24 2002 12 00 004M mechanical 10 P 113 30 42 Plumbing Second Level Plan addenda 1 5 20 2002 12 00 004M plumbing 11 P 114 30 42 Plumbing Third Level Plan addenda 1 5 20 2002 12 00 004M plumbing 12 P 115 30 42 Plumbing Fourth Level Plan addenda 1 5 20 2002 12 00 004M plumbing 13 P 116 30X42 Plumbing Typical Level Plan addenda 1 5 20 2002 12 00 004M plumbing 14 101 30 42 N Addition footing amp addenda 1 5 20 2002 12 00 004M structural Project Report Example This will generate a report summarizing all documents which meet the criteria you specified Activity Report Reports can also be generated listing customer or location specific PlanWell activity by selecting Activity Report Planell Document Management System Project Activity Report X Group By f Account Name Location Mame Filter Account Name Solomon Frisk Demo Location Hame Main Office Create Date Post Date From of 4 2004 To Bf 4 2004 Sort By Project Name Project Number Project Type C Location Name 7 Create Date C Post Date Last Print Date Last Modified Date La
10. 29 oo 311 2 3 O 5 Today 574 2004 and with Discipline architectural mechanical i Window C Printer Export Current Set Historical Set When you select Generate Report you will be given a set selection dialog so that you may determine exactly which files you would like to include in your report Next choose the type of output that is desired for the report The choices include Window a preview will be displayed on screen which you may then print or export Printer Your report will be printed directly to any available printer on your network Export You may also choose to export the information directly to an Excel spreadsheet comma delimited file Word document or one of several other formats which you may then email to a customer or use with another application Once you have defined the selection criteria you may then select either a Current Set or a Historical Set report f PlanWell Friday June 4 200411 20 10AM Current SET Listing as of 06 04 2004 11 20 08 a quested Kari Fairbanks am Account Solomon Frisk Demo a Project Information Project Hosted By Project Name projectl Solomon Frisk Demo Project Number ERSD_All Options Project Type Company Ordinal Sheet Name Sheet Size Description Issue Name Issue Date Discipline 1 4 101 30x42 First Level addenda 4 6 25 2003 2 38 02PM architectural 2 4 102 30K42 Second Level addenda 3 6 25 2003 10 54
11. C Documents and Settings 4Administrator Desktopltestvaultladdenda1 00000003 t C Documents and Settings Administrator Desktopltestvaultladdenda11 00000004 t C Documents and Settinas Administrator Desktopltestvaultladdenda1 00000005 t C Documents and Settings 4Administrator Desktopltestvaultladdenda11 00000006 t C Documents and Settings 4Administrator Desktopltestvaultladdenda11 00000007 t C Documents and Settings 4Administrator Desktopltestvaultladdenda1 00000008 t C Documents and Settings Administrator Desktopltestvaultladdenda1 00000009 t C Documents and Settings 4Administrator Desktopltestvaultladdenda1 00000010 t e 00000010 File name PC ion Files of type Raster Formats tif cal jpg v Cancel Compression Level 40 of original image v Select Files Once the folder has been located you may add files individually by selecting them and then pressing the gt gt button to add them to the selected files list You may also select all of the files by clicking in the folder list and then pressing CTL A to select all files and then pressing the gt gt button Selecting multiple files in this manner will insure that they are transferred to the import list in the proper alphanumerical order Note As shown in the above example once files are added to the selected files list the entire file path is listed This file path will be written to the database and used every time the project is accessed within
12. Job Ticket You will now be finishing the printing process as you would any local print jobs by selecting a queue assigning it a name and setting any additional necessary options When the printing is done and you select Close you will be prompted if you wish to delete the remote job information from your FTP location Process Order When a customer places a PlanWell order from the web you will be notified via the Order Monitor on your Employee Browser This notification will provide an order number with all order details embedded in it This number can be used by the console to automatically generate a Job Ticket for processing through your production software Begin the job ticket creation process by selecting Process Order Type in the order number and select Get Details Order ID 524760 E PlariwellOrder 524760 Job Ticket Joe Henry Blair Mark Blair Order Details Property Value 1 Project Number ERSD_40 Demo 2 Project Name Planwell 4 0 Demo Order Number 524760 P O Number test Job Number test Job Name Planwell 4 0 DemofERSD_40 Det Order By Solomon Frisk Demo 8 Deliver Method Bundles Files Sheet Bid Set Mechanical Full Size Bid Set 0528 Full Size Bid Set_Architectural_Files Full Size CurrentSet_6 1 2004 Full Size Job Ticket Cancel Information regarding the order will automatically populate the rest of the window All bundles and files included
13. Users A First Name Middle Name Hoiland Test Broadcast Plymouth Minnesc USA Hagerty CDW Minnetonka Minnesc USA Jackson Concrete Barriers hop Minnesc USA Johnson Concrete Barriers Plymouth Minnesc USA Jacobs Solomon Frisk Demo Plymouth Minnesc USA Select All Users Review Order Items Set Distribution Distribution List You will now have the opportunity to create a distribution list You may find users by selecting the Address Book option Within this option are tabs for Master Address book Project Address Book and Plan Holders List You may choose users from any of these areas They may all be added by choosing Select All Users or you may add users one by one By choosing Set Distribution the order process will continue F 3 ME a Y 1 ghd at User Name q 2 E 4 S Delivery Method Due Date Due Time 5 4 79 li 0 0 v 05 04 2004 08 00 4M Tom Hagerty 0 0 v 05 04 2004 08 00 AM Joe Jackson 0 0 v 05 04 2004 08 00 4M Steve Johnson 0 0 z 05 04 2004 08 00 4M Jerry Jacobs 0 0 v 05 04 2004 08 00 4M Total 0 0 Quantity and Delivery I nformation As with online orders it is necessary to define the quantity for each item ordered delivery method due date and due time Information entered may be applied down by right clicking on the information and selecting Apply Down The order will be placed by selecting Place Order You will receive an order confirmation which will include
14. added to the Select Users window Choose Next to continue Project Details Project No Building Expansion Project Name ERSD_987654 Notification Name Building Expansion Packages i Make Selection View and Send Notification Options Selected Packages From fiacob jerald karif e arc com v Send Mai Por Package Name 503 Architectural Subject rete 2 Current Set Message id IV Apply All Apply To Selected Rows No of Sets 2 Reimbursable Charege To Last Name Company Name Subject Message jacob solomon2 l View and Send Package Notification Window The notification name will automatically be populated along with the selected packages and recipients You may use the dropdown box to select whom this notification will address from You will need to type an easy to recognize subject line and message Next select the number of sets if any the project owner is authorizing to be ordered You may also indicate Charge To information Next select how these notifications are to go out The options are Send Email or Send Fax By using the Apply to All and Apply to Selected Rows buttons you may set that one recipient receives the notification via email while another via fax Finally select if this all orders generated from this notification are reimbursable This option should be selected if the project owner is w
15. has been in process or pending for an unusually long period of time like an hour then you may want to have your IT department look at the server to be sure that it is running and properly connected to the network and VPN With a successful replication your project and or changes will be available on PlanWell You may remove any completed items from this list by selecting them and then pressing Purge Request Items which display as In Progress may not be purged With the Select search mode options you may restrict the items shown to reflect all requests which have been made from your location or only those that have been requested by the current user An additional option Scheduler requests will display all replication requests which are made by the server itself Reports Menu Option Project Report Now that you have assembled all of the issues disciplines and files into a well structured project database you may use the Reports features to create very detailed reports which may be used to provide feedback to a customer or as an internal tracking tool for your in house staff To create a report you must first select a project from the Project list and then select Project Report Select Files which are Current as of 05 04 2004 14 09 Sun Mon Tue Wed Thu Fri Sat and with lesue 25 26 27 20 29 30 Al 2 3 Wm 5 6 7 8 SS 10 11 12 se TA 1S 16 17 18 19 20 2 2 23 24 25 b 2 8
16. is accomplished by choosing Advanced Operations Show Virtual Projects A listing of all virtual projects created by this customer will be shown highlight the desired project and choose Synchronize At this point the project will be added to your customer s project list in purple text i Project Number Project Name Project Password Account Name Sample Project List By double clicking on the project you will be brought into the project details window At this point the project will look much like all other projects You may immediately begin indexing documents by first indicating your thumbnails format then follow the standard steps described in the Indexing High Resolution Files section of this manual beginning on page 15 After indexing all files you may now save and synchronize this project After the first completed synchronization it is recommended that you go back into the project details and check if your customer created virtual packages for this project After accessing the packages option you will note a new package description field of Is Virtual Any packages showing Yes in this field must have documents added to them Highlight the package name and choose Add Files You may now add files to this package following the standard steps described in the Packages section of this manual beginning on page 31 Note the Add Files option will only be viewable prior to adding a file into the packa
17. number that you define In either case it must be unique in the database No two projects may have exactly the same project number The system will automatically pre pend your 4 digit AMC location reference number to the beginning of the project number Project Name and Project Description Here you may enter the name for this project It is advised that you do not merely make one up or guess the name based upon the title sheet but rather contact the project manager and ask How would you like your project to be named on the web As well the customer may wish to provide a more marketable description to attract more bidders to the project Project Password All Company projects should have a password assigned to it again it is advised that you ask the customer rather than assigning one Although passwords can be left blank this is not recommended Thumbnail Format For each project created the PlanWell Administrator may choose to create TIF or PDF thumbnail images In order to properly create PDF thumbnails it is necessary for a full version of Adobe to be installed on the workstation running the PDMS Admin Console Location If your company has more than one location configured then you will have the ability to select which location is actually hosting the files It is important that this location be entered correctly as the product will automatically create job tickets which will need to reference the location of the origin
18. see information regarding the first user in the selected file You will need to indicate the appropriate field value to each required field Field Name Field Value Column No Default Values Andrew First Name Middle Name Middle Name Last Name Smith Last Name Company Name CDI Company Name Title Title Email karif planwell com Email Work Phone 555 5555 Work Phone Work Ph Ext Work Ph Ext Evening Phone Cell Phone Pager Fax Address1 Address2 City State Country Zip Evening Phone 0 Cell Phone Pager 2 Fax 763 225 0624 Address1 4765 8th Avenue Address2 5 City Bloomington State Minnesota Country USA Zip 55347 Trade Rating UnionT ype MBE_Cities MBE_State WBE_Cities WBE_State DBE_Cities DBE_State DYBE_Cities nnn fe Map Fields Window For example for the field name First Name by selecting the dropdown arrow under Field Option the information regarding the first user in the imported address book will be listed Scroll through this information and select the user s first name Continue this same process for all required fields When completed choose Next Note It is only necessary to match the fields for the first user being Imported all other users will match up according to the settings defined All users will be listed in the Import Data Window Names listed in green text are ready for import names listed in grey text are invalid and names listed in red text indi
19. the PDMS Admin Console or for printing For this reason it is important that you do not browse to these files from a mapped drive rather browse to these files through their entire file path Note You may also load files directly from a ReproDesk Job Ticket Job tickets must be created with files that have been pathed to a local UNC path or selected from the same directory which contains the print files Job Tickets must contain only Tiff or Cals files Plot file formats are not supported at this time When loading from a ReproDesk job ticket the application will automatically assume that you are Loading Forward Rotations must be set on a file by file basis Once you have selected the files that you want to add to the issue you will need to set the compression level for your thumbnails Thumbnail images are created on the fly as you add files into the system When you have made your selection press Open to continue Add Files Window Next you will be returned to the Add Files Window This window will allow you to specify exactly how you would like to have the files loaded into the issue Several options are available File Order You may verify the order of the files with the viewer When you select a file in the file list it will be displayed in the viewer You may zoom into the view to determine sheet numbers and if you find that any of the sheets are not in the correct sequence you may re order them by first selectin
20. 2004 14 43 38 Select Files which are Current as of 05072004 14 43 Sun Mon Tue Wed Thu Fri Sat and with Issue 25 26 27 26 29 30 dp EE 2 3 4 5 6 7 5 a g 10 11 12 I3 14 15 AE 16 17 18 19 20 21 22 architectural architectural mechanical 23 24 25 26 7 20 3 30 41 71 2 2 4 4 Today 5 1 2004 Note Clicking Reset will reset the contents of the multiline control in the Project Into Screen to the orginal list state Build Current Set Build Historical Set I ssue Discipline Option Build a Set Option To select documents by issue or discipline select the Issue Disc button Narrow down your selection to the appropriate issue and discipline and choose OK This option will also provide you with the ability to select files which have their properties set to Do not include in Sets which otherwise would not be available for selection To select documents by building a set select the Build a Set button Similar to our Selection option listed earlier specify your specific criteria based on date issue and or discipline Choose either the Build a Current Set button or the Build a Historical Set button In both instances all files meeting the criteria specified will populate the left Files to be Selected box in the Custom Package window By default all files will be highlighted You may add all files into the Files in a Custom Package box by choose Add Files If you
21. 2005 J fias ZO es SU eo O A E Issue Date 4 5 6 8 3 410 11 gt 13 14 15 16 17 ai 03 12 2005 00 00 16 13 0 21 2 27 2 28 6 F BAANT gt 3 A E EF 7 e Remarks 2 Today 127172005 File Exclusions Do not include in Current Sets T Do not include in Historical Sets Forcing small BAW Sheets x Create a New Issue To define a new issue the following information will be required Issue Name Please enter the name of the issue This may be something like Bid Set or Initial Set It is always suggested that you communicate with the project manager to insure that the issue is named in accordance with the naming conventions that are familiar to the members of the project team Issue Date Time Using the calendar control you may pick the date of issue by selecting it with your mouse The issue date is NOT the date that you are adding the issue to PlanWell but rather the date of issue as determined by the project manager If multiple issues are released on the same date you may also wish to set the release time Remarks The remarks field is optional and is visible only to employees who have access to the console You may enter any issue specific remarks in this field Do not include in Current Sets You may choose at the time of entry or at a later date to hide the active issue in the current sets option of PlanWell By clicking on the checkbox labeled Do not include in Current Sets the issue an
22. 80 IDENTIFICATION SYSTEMS Last Name Jacobs 101300 SUBMITTALS Jerry Jeraldson Solomon Frisk Demo y 01650 STARTING OF SYSTEMS Kar Fairbanks Company Name Solomon Frisk Demo v x Randy Lundell K Testing Trade Title WNE Tom Thomas Login Id solomon 3 Password frisk i Notes gelees karif planwel com Dollar Limit 10000000 00 Permissions J Administration IV Managina Contacts IM Place EWG Orders IM Han aging Groups Add Customer Employee Address 3005 Ranchview Lane Phone Work 763694591 3 Address2 Extn City Plymouth Phone After HA 763 694 591 3 State Minnesota y Cell Phone Country USA ha Pager No Zip Code 55442 Fax No Time Zone Central y Location Demo y i v Acti V Active Clear Add Update Delete Close Update Trades Add Customer Employee Window The Add Customer Employee window allows you to add edit or delete any customer employees who will be using the system To add a new employee begin by typing all required information including name login ID password email address and dollar limit The dollar limit assigned is the maximum amount this employee will be able to place an order for For example if you set this amount for 500 00 and the order comes to a higher amount than that the order will not be able to be completed online Permissions will also need to be assigned to this employee Make sure that you discuss this with the main contact a
23. 9 Current Ale NaI Cig di aiii 20 A a A A cane anna Cane eae darenmsdbel tonsa ce 20 SSS NAM A Aero AAA Rare BOE Ba en ae ewe ws ea on ar eee eda 20 DISCO aid 20 Number of sheets per PaGe cce ccc cccceeeee cece sees eee eeeeeeeeeeeeeaeeeeeeesgeeeeeteageeeeenaganees 20 Sey EE Wi VA a wre ene ences Pe O E A EE ey eS ON ES A Oe TE ae a ea 20 Fe IDO nada eos 20 DISDIAY Proper OS said A AAA 21 TACA o A E e are E a e rt 21 o e a o y eee ee eee ee eee 21 ZOOM OUE tarta id A ban arta 21 RECOM ZOOM e e tl al 21 COE ODA Surcos di o 21 Skip current file Choosing this option will bypass the current file and load the next file A anak aaa areca eats aoe une ace tt nthe ree tae es ce lea Sos Sea tree ods clea 21 Sheet NUDE zadececueceedaaresuuernncsntan dirt area 21 File Name as Sheet Number ri A io 22 SKID oneet Description aaa 22 Descuento rica ire 22 AGA SHECE Describir ai ias dra 22 Nx Alt a e o e la e te dd td het tat 22 Creating Project Specific Disciplines sssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 23 ISSUS Tre ciinii ea aaka Rua aAA AAR 24 Issues in ascending order Issues in descending order 24 Auto INEX G id od 25 Generate ThumbnailS cisnes 25 Additional TOOIDAF ICONS ads 25 BOAT COM ent ti dadas 25 PRAT Neo o a A ai 25 CCC cn eee nce See ee ew ec eee 26 PUTA ade 26 VIEW cieren a a oan coneneansaauaman a E E E E tune 26 Selec hom aora a cen aa ew wren Aa 27 Select files which are current as
24. Instructions Please download bid instructions from Plarivel State Mimesta S County USA Zip 55442 Project must be synchronized at least once Save Close Additional Project Details Window Example Adding BidCaster Functionality to an Existing Project The ability for a customer to create a BidCaster ITB broadcast online can be enabled for any project by highlighting the project and choosing Advanced Operations Advanced Project Options Project Options The final option or permission that can be assigned is Allow Broadcast Place a checkbox in this option for any customer employee who you have been notified will send broadcasts Further details on this option can be found in the Project Options section of this manual beginning on page 37 Additional PlanWell Notes File Formats The PDMS Console is designed to accept the following file formats Tiff Group IV files These are color or monochrome raster scans made from the actual construction plans Zip files Zip files may contain one or more Tiff or Cals raster scans or may be empty Lightweight PDF files Specifications are to be scanned then converted with an OCR software package and saved in Adobe PDF format TXT files Specifications which have been OCR d as above and then saved in text format CALS files Also Monochrome raster scans Generally used in government projects Special Note Although CALS files are supported through PlanWe
25. PDMS Admin Console or their workstation i e the power goes out in the building causing a cold shutdown of their workstation receive a message that the project cannot be accessed as it is in use This message can be corrected by highlighting the project and choosing Release Project from In Use The project will now be accessible Additional Project Details The additional project details option is available for those projects that have enabled BidCaster functionality By selecting this option you may view and or edit all project details included in most BidCaster broadcasts Show Virtual Projects This option will be discussed in the BidCaster Management section of this document Help Menu Option The Help menu option in PlanWell 5 0 maintains an activity log to assist PlanWell Support in troubleshooting any issues you may have These logs may be opened and read or sent directly to PlanWell Support via email The Help menu option also contains an About PDMS selection which will list the current version of the PDMS Admin Console running on the system BidCaster Management A powerful addition to the PlanWell Enterprise product has been the integration of PlanWell BidCaster This section is devoted to detailing the management features of BidCaster found within the PDMS Admin Console A detailed BidCaster user manual outlining all online BidCaster functionality can be found on your PlanWell login page BidCaster mana
26. PlanWell PDMS Admin Console Version 5 0 December 2005 The PlanWell PDMS Administrators Console exists to provide PlanWell administrators with the features necessary to upload and administer projects which are posted on the PlanWell national website Each facility will have a person designated as the PlanWell Administrator This person will be responsible for the creation maintenance and security of their company planroom The PlanWell PDMS Administrators Console is the application that this person will use for that purpose You will also need to acquire and set up a PlanWell SQL Server This server will be supplied by PlanWell s technology center and pre configured for inclusion into your network You will also receive a special VPN router which will allow the SQL server to communicate using a secured channel with the PlanWell national database Before the system can be setup at your location you will need to insure that you have at least a T 1 connection to the Internet and a RAID server of at least 40GB available on your network You must have these items in place before you can begin using the PDMS Admin Console If you have been running previous versions of PlanWell Enterprise then no further changes to your network will be required in order to operate version 5 0 Downloading the program setup The PDMS Admin Console can be found online on the PlanWell Management Console Log into the Management Console and choose the selecti
27. Synchronization J Do not close dialog upon Save Close Setting Permissions Dialog In the example above the user Joe Employee has been given only read permissions for each of the menus available on the PDMS system You may add or remove a permission setting by clicking on the checkbox associated with the permission A checked box means that the selected user has been assigned the given permission By selecting the checkbox labeled Do not close dialog upon save will allow you to navigate from user to user without having to reload the permissions dialog For each user that you change you will need to click on the Save button to record your changes prior to moving on to the next employee account Employee Preferences Employee preferences can be defined for certain PlanWell options These preferences can be defined on a company level where all users of the company have the same setting or can be defined on an individual user level To access these preferences choose Preferences Employee Preferences Preference options can be set to Yes No or Ask Me To define a preference setting for all users choose the check the box in the gray Company Level row On the following line define the option setting In our example below preferences have been defined on a company level for all options with the exception of Show Project Notes on project open If you wish to define an
28. ackage by selecting the PlanWell Job Ticket button from the Packages Listing window This will bring up the standard PDMS Job Ticket window where you may then specify all of your printing options The printing process is discussed in more detail later in this document Note When an order is received for a custom package all of the needed information to print the order will be contained within the order ID Refresh Packages By selecting Refresh Packages all documents within packages created to Auto Update will be immediately refreshed to the most current versions Save Order You may change the order the packages are listed by highlighting a package and moving it up or down the list using the arrow buttons Once the package order is how you would like it choose Save Order Sync Packages The synchronize packages button will force an immediate synchronization between the console and the browser of all package additions deletions or changes ae Close lose By selecting this option the project will close without saving any of your changes Save Save By selecting save all project information will save When you choose the Save button three settings from within the employee preferences will apply These settings are Show Advanced Project Options upon Save Show Advanced Project Options on Creation of Project and Close Project on Save Project Synchronization Upon closing a project you will be prom
29. al high resolution print files Before continuing you must choose Save Once this is selected you may either go into the Advanced Properties or begin the process of indexing the high resolution files Advanced Properties 47 Prop Clicking on the Adv Prop button in the top toolbar will bring up the Advanced Project Properties Dialog window You may set several project specific values and privileges from this window Advanced Project Properties Bid Instructions TN Date Of Issue Required 05 28 2004 08 30 50 Web Post Date Phase Name 05717 2004 07 56 07 z m Bid Due Date Time Required poten Piovider 05 28 2004 08 30 50 Solomon Frisk Demo Timezone I Demo Project Project Notes Project Activity Last Modified On 05 Last Synchronized On 05 17 2004 Last Printed On Current Synchronization Status In Syne Is this Project Archived No ES Advanced Project Properties Dialog Bid Instructions You may type simple bid instruction information into this window or you may indicate that more in depth instructions are Attached Note Attaching Bid Documents will be discussed later in this document Date of Issue If Required you will have the ability to change this date This date should not be set arbitrarily You should get this information from the Project Manager Web Post Date You may set t
30. an order number so you may begin the printing process Repro Services Menu Option All items within this menu option have been discussed previously in this document Preferences Menu Option All items within this menu option have been discussed previously in this document with the exception of Display Options Display Options By selecting Display Options you will have the opportunity to define the Project List view You may select which columns you wish to view and set the order of these columns Note Project Status Project Name and Project Number are not editable columns Synchronize Menu Option Highlighting a project and selecting Sync Project will update any project information which is new or has changed Choosing Synchronize Accounts will update any account information which has been changed through the Employee Browser to the PDMS console When you choose to synchronize projects or accounts with the national database a request is placed with the replicator application running on the PlanWell SQL server To view the status of your synchronize request you may click on the icon labeled Synchronize Status to display the Synchronization Monitor As you refresh the monitor you may see the status of your request change from Pending to in process and finally the status will change to either Success or Failed This process will generally complete in just a few minutes if you notice that it
31. anWell console until such time that it has been restored Customers however will be able to see it and access it online To archive highlight the project and select Archive Restore Project As discussed previously projects may also be archived by opening the project and selecting the Archive icon The system will then ask you to select a directory for the purpose of holding the copied files It is important that you select an empty directory with enough space available to hold all of your High Resolution files You may enter a name for the CD Volume or let the system define one for you based upon the project name When you press Prepare Arch the process will begin A status bar will show you the progress that is being made When this process is complete you may then load a blank CD into your CD burner and record the contents of this temporary directory to it After you have completed the CD you may then select the Verify CD checkbox and press Archive to allow the PlanWell system to compare its database to the information which has been written to the CD If everything is as it should be the system will prompt you that the archive process has completed successfully and you may then delete the project folder from your RAID Important Note Please be sure to label your CD with the Volume label that was entered during the Archive Process It should then be stored in a secure place in case it is ever needed again Resto
32. and choosing Add A new code may be added to this list by typing in the required information and choosing Add New Existing codes may be edited or deleted Once all appropriate codes are assigned to the user choose Save This will bring you back to the main Add Employee window Once all required employee information is entered select Add To add another employee without closing out select Clear and begin the process again To edit an existing employee highlight the employee s name make the necessary adjustments to the information and select Update To delete an existing employee highlight the employee s name and select Delete Select Close to return to the project file list window Add Customer Contact In addition to employees customers will also want to add their contacts into the system Select Add Customer Contact to complete this task The Add Customer Contact window will look identical to the Add Employee Contact window however you will not have the ability to assign a username password dollar limits or permissions To add a new contact begin by typing all required information including name login 1D password and email address In addition to the above information you will also need to specify an address for this contact By default the main company address will automatically populate If the customer wishes you to handle distribution to this contact be sure to change the address to the contact
33. any group and either edit or delete the group Edit This options provides another method or changing group membership or deleting a group altogether Reports Send Email Search Close All options operate the same within the groups tab as through the users tab Further information may be found in the previous section Address Book Import This option will bring you straight into the Address Book Import process outlined above Send Project Emails Project specific email may be sent by first highlighting a project and then selecting Send Email Unlike the send email option inside the address book this Send Email window will include the ability to select recipients from the project address book or plan holders list PlanWell Document Management System Send Mail Account Solomon Frisk Demo Project Addr Master Addr PlanHolders Book Book Addr Book Empty Email Address and none none com will be skipped coe To add Email address Select a user and click on To Cc or Bec Send Email Project Specific The functionality is the same as it was in the Send Email option within the Address Book View Sent Project Emails Often you will find the need to view email sent This may be done by choosing View Send Emails All blasts will be listed along with information on which account sent it who it was address from the from address the sent date and the status This message may b
34. at it was typed incorrectly Change the Sheet size apply a download cost or enter the number of sheets for a multi page file This is a great tool to preview your image rotation and verify that all file specific information is accurate before you post the project to the web pa Selection Selection Certainly one of the more powerful aspects of PlanWell is the ability to dynamically create a set of drawings from a project The Selection button within the PDMS Admin Console allows you to do to this Planell Document Management System Set Selectio Available Date s 05 01 2004 14 30 19 Select Files which are Current as of E May 2004 a 05 01 2004 14 30 Sun Mon Tue Wed Thu Fri Sat and with lssue 25 26 27 28 29 30 dp All 2 3 4 5 6 7 8 S10 la 2 ls A E 1S and with Discipline 16 17 18 19 20 21 2 plumbing structural architectural mechanical 23 24 25 26 27 28 2 a0 31 1 2 3 4 5 25 Today 5 71 2004 specications Note Clicking Rezet will reset the contents of the multiline control in the Project Info Screen to the original list state Build Current Set Build Historical Set Set Selection Dialog Select files which are current as of When this dialog opens this field will contain the current date You may choose any previous issue date by opening the dropdown control or by selecting any date with the Calendar control The selections that will be made against the database will be re
35. ation Note The ability to view these Planholders attachments online is assigned through project permissions discussed later in this document Es Delete Delete There will be occasions when a sheet which has existed in a project is no longer required The information contained on it may have been merged with information on another sheet or perhaps the scope of the project has changed and the sheet Is just no longer required In order to maintain an accurate set of historical documents you will need to mark the latest revision of this sheet as deleted This does not actually delete the image but merely sets a flag for that sheet that will indicate that beyond a particular date the sheet is not to be included in any current set To accomplish this you must first select the sheet in the list and then click on Delete Here you will be prompted to enter a date On subsequent set selections this file will not appear in sets selected with a date greater than this Delete Date a Purge Purge You may remove a file record from your project by first selecting it and then clicking on Purge Please note that this merely removes the record from the database it does not actually delete the high resolution print file l View VIEW To view a file or a group of files in the console you may select it and click on View to see it in the viewer PlanWell Document Management System iew File J x fi of fi Cu
36. cate a failed import Reasons for invalid or failed to import items will be listed Once the information is corrected choose Finish to import all users Reports You may elect to print a report from the master address book by selecting the Reports button At this point you may determine if you wish to a report of users groups or users within groups report Pressing OK on this dialog will launch a crystal Report which contains all of the basic details available for each user Since the report is written for crystal Reports you may print the report or export the data directly into one of many available formats Send Email Through the Address Book you may also send emails to any users in the address book PlanWell Document Management System Send Mail g x Account f Solomon Frisk Demo z Master Addr Logged in User C Registered User Book Mail From karif planwell com w User Name ALL USERS AAA IAN a j Ct A ALL CUSTOMER CONTACTS Blast Name To karit planwel com a co Bcc marke concrete com benl conerete com garetti cd com Subject Message ra le Empty Email Address and none none com will be skipped To add Email address Select a user and click on To Cc or Bcc Send Email Window Along the left column you will see a listing of potential email recipients You may add individuals to this list by choosing Master Addr Book selecting the desired recipients
37. d its associated sheets will not be visible to users on the PlanWell browser when building or ordering a current set however these documents may still be selected by online users with the permissions to view the issue tree or may be included in any packages Do not include in Historical Sets As with the previous option you may choose at the time of entry or at a later date to hide the active issue in the historical sets option of PlanWell By clicking on the checkbox labeled Do not include in Historical Sets the issue and its associated sheets will not be visible to users on the PlanWell browser when building or ordering a historical set however these documents may still be selected by online users with the permissions to view the issue tree or may be included in any packages Forcing Small B amp W Sheets When this option is chosen you are indicating that any plans or sheets which will be added to this specific issue will be printed as Small Format B amp W You may use this special property to handle the storage of specifications and other small documents relating to the project By default when this option is selected both Do not include in Current Sets and Do not include in Historical Sets are selected as well however you may remove these settings if you wish When you have finished entering the required information you may click on Save to store the information in the database and return to the Project Details wind
38. dtet Be B mond BSH ESE Bs a E H o me axi o y nis o 2 mo D E A i E Dax t sel Ae 2 m m ue E are a 4E oa BAs D o o E i m os m m uo m o H ae anaE y ay Ly m a o gos i 934 aaja 7 E 1 Default Users LA Y cA E Y v Y Y cA Y 2 Guest Project Users cA Y A Ei Y TA Y Y Y Y 3 Direct Project URL L UA 4 wv El Y TA Y Y Y A 4 Partner Company U cA A cA Ej cA A cA Y Y Y Project Options Wndow Groups View These views can be defined for multiple groups of individuals Default Company Users Guest Project Users Direct Project URL Users and Partner Company Users By placing a check in a box you are turning that specific view on By Selecting the box for Show Individual User Options you can further define these views for individuals who have placed online orders Address Book Web Settings Project Options FAQ Notification List Project Popup V Show Individual User Options m Project Options H 2 g he Dg h Z P a E gilsa 28 AE E peleges oF F Ez Ag Bss geez 63 Ens 83 Eds 5Esz Eo a amp 5 E Ge EBS es pe 483 eas 348 786 gs H E H 5 Be GORT Sa a H Ae ES D A E 5 J au 3 m gt o as e 1 Default Users A 4 Y E vw EA El cA cA Y 2 Guest Project Users cA cA cA E v Y K A A Y 3 Direct Project URL L A cA 4 F Y Y Y Y A A 4 Partner Company U cA cA vw Y Y Y Y Y Y 5 Christine Chris
39. e PLANWELL database For information on adding a non registered user to the database please see Adding a Non registered user later in this document You may also set a password which will restrict access to the plan holders list to only those people whom you choose to authorize To do this place a check in the box labeled Password Required and a textbox will appear allowing you to enter a secure password You may send an email message to any user on the list by first selecting their name from the list and then clicking on the Send Mail button If you do not check the Open Outlook option you will be given a small text editor in which to prepare your message Otherwise Microsoft Outlook will load if installed and you may enter your mail message with it Details You may also view and update the details associated with orders that have been placed on the system by selecting either selecting the More Details gt gt button in the Edit Plan Holders window or by selecting Details under the Plan Holders menu option Propet Deia N ra a ee t urani Ses 1 USAS 105149500 m 114 Plan Holder Order Detail Window From this window you may edit or add order details for display on the Plan Holders list To add details to a particular order you may select the plan holder from the list which will bring Up a list of orders relating to that user You may then browse through the list of orders made by that individual
40. e resent as it was initially by selecting Resend These emails may also be opened and reviewed by either double clicking on the appropriate name or by highlighting the email and choosing View This is an easy way to include an additional recipient while guaranteeing that he receives the exact same message Manage Trades For each customer using PlanWell you may customize their trades listing By choosing Manage Trades you will be provided with a current listing of the customer s trades listing You may choose to add edit or delete any of the existing trades Import Trades Your customer may have a unique listing of trades he wishes to add into PlanWell Rather than adding these trades in individually you may use the Import Trades option to do this in mass Once you receive an import file from your customer you may import it by selecting the Import Trades option File Information Tope IS gt Path El em of Column Header Exist Import Trades Window You will need to identify the type of file being imported the path to this file the delimited information and finally if this file has a column header By selecting Next you will be brought into the Map Fields window Each field PlanWell requires will be listed in bold text By selecting the dropdown arrow next to each option you will see information regarding the first user in the selected file You will need to indicate the appropriate field value to each requir
41. ecord Zoom The console tracks two standard view locations Sheet Name and Sheet Description As you click on one of the textboxes to enter a sheet name or description the viewer will automatically zoom into the area of the drawing which contains that information Since sheets are not all created in exactly the same way it will become necessary from time to time to redefine the area relating to one of these fields To redefine a view follow these steps Click on the Zoom out button to show a full sheet view Select the view that you wish to update from the Property name dropdown Click on the button labeled Recording Zoom to activate the zoom editor Using your mouse select the area on the viewer that you wish to zoom into If the zoom is correctly placed on the area that you were looking for you may then click on the button labeled Save Recording the save the active view Pee er Collate Options Always add at end choosing this option will cause a uniquely named sheet to be automatically placed at the end of the existing sheet list Skip current file Choosing this option will bypass the current file and load the next file in the list Add at the end of an issue Choosing this option will add a uniquely named Sheet to be automatically placed at the end of an issue Add before selected sheet Add after selected sheet Choosing either of these options will add a uniquely named sheet to be automatically placed before
42. ed field Continue this same process for all required fields When completed choose Next All information will be summarized on the next screen Finish the import by choosing Finish Plan Holders Menu Option Edit Plan Holders List By highlighting a project you may add or remove names from the plan holders list by selecting Edit Plan Holders List Since the Plan holders list will track all orders placed on the system for a particular user a user does not need to order something from the project before they can be added to the list This is useful when someone wants to receive change notices on the project but may not wish to actually order anything Planell Document Management Spysbem Propect Plan Holders Losi Peoect ID BG00_0sn_Cemo_i Project Meme Dan_Dema_1 F Pasiword Fequiced Fwod perhode Regeteed Uses Plan Holders List Spet user T 7 Dan Davis gt BL Registered Utes mal included n Flan Holders Let for he sabeched Account r Nee Aegistered Users User mot included in Plan Holders ist J ia Glass Bes Roofing bw abeenoolirg gt liraakama H rmm Ire 1rs33 Crane amp Aiggng l Choctee Contractors Inc Cuculaling Ai Ine Send E Mail Doen Outlook E Send E mail Mere Donats Close Plan Holders List You may also add Walk in non registered users to the Plan holders list However before any user may be added to the list they must first be added to th
43. ees or user profiles for the specific project online Only the options which have been selected will be visible to users with this permission It is important to note that options selected in the Web Settings tab do not have any automatic sychronization to the permissions given in the Project Options tab Meaning that if you provide a Web Settings option to allow half size printing but did not enable a half size printing permission in the Project Settings tab the user would then be able to assign themselves the permission after accessing the project online Address Book Web Settings Project Options FAO Notification List Project Popup Customer Options Enable x Show Issue Tree vi Show Project Packages cA Enable Quick Package Ordering cA Allow Sheet Selection Allow Discipline Selection Allow Half Size Printing Allow Planholders Report Y Allow Project Reports a Allow Project FAQ cA Manage Project Address Book Y Allow Thumbnail Printing E Allow Repro Ordering E Web Settings Window Project Options You may set different online project views to groups or individuals through the Project Options window Address Book Web Settings Project Options FAQ Notification List Project Popup Show Individual User Options m Project Options n M m n a a a tb 28 055 3 3 ede ee po gt o Es apo Eos i
44. en selected files will be listed by ordinal with the most recent issue first Once you have created either a Current or Historical set selection you may deselect files from the list by clicking on the checkboxes in the sheet list These files may now be viewed or sent to a printer by using the toolbar options Note When a set Is created all toolbar options with the exception of View Selection and Print are grayed out These options will become functional again after resetting the selection oom Y it a e Py a E Ea al dl E 1 a Gd Prop Add Delete Purge View Search Selection Project Mo ERED 0501 Project Mame rianwen 4 0 fumo Thumbriail F g demo ase Mor emo Format POF ME Current Set as of 05 01 2004 4 6 architectural A mechanical 2 plumbing 4 structural Select Sheet Number Ordinal H 4 101 4 102 A 103 4 104 4 105 4 106 A 107 4 108 Mi 111 3 M 112 10 M 113 11 M 114 12 M 115 13 L co A ee Wo PB MEE Built Set and Toolbar Options Reset Once you have completed a set selection you may restore your drawing list to show all sheets and a fully functional toolbar by choosing Selection Reset Print By choosing the Print icon you will have the ability to send all files currently in the files list window to a print queue for printing You may utilize the issue tree or the Selection option to populate the file list window with
45. ending email to users in the address book The Send Package Notification feature expands this functionality to send information regarding packages to users Generally this feature will be used to allow the Project Owner to send package notifications to their subcontractors In addition through this notification you may define a specific number of package sets the Project Owner may be willing to cover the cost of for the subcontractor TO open the package notification window select Send Package Notifications Project Details Project No Building Expansion Project Name ERSD_987654 Notification Name Building Expansion Packaged i Make Selection View and Send Select Packages f Select Users Last Name Company Name jacob solomon2 Package Name 0503 Architectural Current Set Project Addr Book Master Addr Bock PlanHolders List FT Select All Packages I Unselect All Packages Select All Users Unselect All Users Package Notification Window Begin the process by defining a name for this notification You will need this name later when viewing the status of these notifications You may now select which packages you wish to notify the recipient of by selecting the box next to the package name Recipients of this email may be found though the project address book the master address book or the plan holders list All selected recipients will be
46. ensions of 0 7x0 85 inches The folder which contains the bmp file must be accessible by the SQL server Once you have entered the required information you may click Save to store these settings Note These application settings may also be accessed by choosing File and Application Settings File Project Address Bool Application Settings Change Login Change Customer Exit Accessing Application Settings Host File Configuration In order to reference your SQL server by name it will be necessary to include information inside of your Host file so that it can be located with the TCP IP protocol This will need to be done for each machine that will be operating the PDMS console To edit the file Windows 2000 users will need to navigate to the C WINNT SYSTEM32 drivers etc folder while Windows XP users will navigate to the C WINDOWS SYSTEM32 drivers etc folder Here you will need to locate the file named hosts which you can open and edit in notepad Sample Hosts File For example H H 102 54 94 97 rhino acme com source server H 38 25 63 10 x acme com x client host 127 0 0 1 localhost At the bottom of this file you may enter the local TCP IP address of your SQL Server followed by a TAB and then you may enter the name that you would like to associate with the SQL Server Generally it is advised to maintain the naming convention which has been applied for your server by MPT In the examp
47. er user to access the project once again In some rare instances such as a system crash this attribute will not be automatically removed placing the project in a locked state to everyone Fortunately you may manually override the database lock by choosing Advanced Operations gt Remove project from In rI Use The second type of project lock is manually applied Consider the situation where a Project Manager contacts your PlanWell Admin to inform them that a new issue is about to be released and they do not want any subcontractor to order plans prior to the new release In this case you may apply a manual lock by selecting the project from the list and then by using the right mouse button bring up the extended project menu When you then select Lock Project you will be asked to enter information regarding the purpose of the lock It would be a good practice to enter your name and an estimated time for unlocking into the message along with the reason for the lock A user on line would still be able to access and order from the project but any orders that they place will not be allowed to print until the lock has been removed Each project which is currently locked will appear in the project listing in red and only the person who applied the lock originally will have the ability to unlock it with the right click menus Advanced Project Properties This option will bring up the project properties dialog box The information prov
48. g the filename then moving it up or down the list with the arrow keys to the left of the file list View Images The view images checkbox will toggle the thumbnail viewer either on or off You will probably want to keep it on at all times Turning off the thumbnail viewer at this point will have no affect on the images online Issue Name You must select the correct issue from the list for the files that you are about to import Issue Date Based on the issue name selected the system will populate this information automatically Sheet Size PlanWell will allow you to present pricing to your web clients from the PlanWell browser In order to insure that the pricing is accurate you will be responsible for selecting the correct sheet size for the images that you are adding If you are at all unsure please be sure to find an original and measure it or you may load the file into an imaging application such as Imaging for windows and look up the size in the file properties Non Standard sheet sizes may be typed into this field however the must follow the following format Width in inches X Length in inches 30X48 12X26 are valid examples A size is not a valid selection Compression level Here you may verify the compression level for your thumbnails Rotation Since you have scanned your images in Productive Format it may very well be necessary to rotate the image so that it will view properly once it
49. ge Custom Package s Name Description Post Date Number of AutoUpdate Viewble To All Fixed Price Is Virtual 0 7 Yes S Bid Set Yes No Yes Create View Add files Delete Refresh Packages Packages Window Example Sync Packages At this point you have added files to the project and to any existing packages and the project is synchronized however you will notice that the project is still listed as virtual in your project list window To finish the process of making this project live you must highlight the project and choose Advanced Operations Additional Project Details The resulting window will show all BidCaster specific information your customer provided when creating this virtual project Place a check box next to Make Plans Available and choose Save The project will now be shown in black text in your project listing window and will no longer have any virtual markers associated with it Project Number DEMO 21346 Project Name ITB Towers Project Description ITB Towers i Bid Due Date 12 08 2005 04 28 32 a maj Project Start Date 12 08 2005 00 00 00 Walk Through Date for 1252006 00 00 00 C Enabled Project End Date 12 08 2005 06 54 10 Pern Peun Lale 0173172006 00 00 00 Site Address 1 328 NE Lake Street Project Timezone Central Deposit Amount 50 Site Address 2 Refund of Deposit ie Yes C No City Minneapolis Bid
50. gement can be broken into two functions managing virtual projects and allowing BidCaster ITB broadcasts Managing Virtual Projects With proper permission Administrators of your customer s company can begin the project creation process online To allow this feature you must first enable it within the customer s account Begin by highlighting the customer s name in the customer list choosing Repro Services Account Manager Current Account and place a check in the box labeled Allow Web Project Creation For Administrative Use Only Sales Person s Hame W Demo Account M Allow Web Project Creation Any changes to an existing account will automatically trigger account synchronization Once completed an employee within your customer s account with the Administrator setting will have the ability to create virtual projects online As customers utilize this feature online you will be notified of newly created virtual projects via email Projects may remain virtual until such time that customers ask you to take over management functions of this project by adding documents to it A New Web project ITB Towers has been created by Jerry Jacobs of Solomon Frisk Project Name ITB Towers Project Description ITB Towers Please contact Jerry Jacobs to discuss project management details Sample Email Message To begin this process you must first pull this project into your PDMS Admin Console This
51. has been placed in the wrong position you may change its position by choosing Ordinals from the tool bar at the top of your project page When this window loads it will only show 1 instance of each uniquely named sheet in the project At this time you may select a single sheet or a group of sheets for relocation within the project Once highlighted you may move the file s by clicking on either the Up or Down arrows When you are satisfied with your changes you may click on Update Ordinals to save the order Pressing Save will then close the window Plan ell Document Management System Set Ordinals ES Ordinal Number a i SPECIFICATIONS FRA Step 1 Re arrange sheets using the Up Down buttons Step 2 Click on Reset Ordinals for re ordering Step 3 Choose to Save or Cancel Cancel Hesetlirainals Set Ordinals Window ni kk Packages _ Packages __ Packages are bundles or groups of documents available for ordering There are two types of custom packages which may be created from this interface Normal Packages and Fixed Price Packages A normal package must consist entirely of files for a specific service You should not mix small format and large format files within a normal package When a normal package is ordered the user will be able to specify all of the production options for media and binding and the e commerce engine will calculate the pac
52. he Web Post Date to any date that you choose By default it will represent the actual date that the project was first created with the console Bid Due Date Time If Required you will have the ability to change this date As with the date of issue this date should not be set arbitrarily You should get this information from the Project Manager Phase Name Some projects are tracked by Phase if the customer requests this you may enter the current Phase name in this field Content Provider It may happen that you will be asked to post the same project for two different companies In this case you may first post the project for the primary company and then copy it for the other company To keep things straight internally you may select the name of the original content provider using this dropdown control Time Zone In order to properly handle requests which may come from a different Time Zone you will need to set the time zone property to reflect the time zone that pertains to the location which is holding plans for this project Demo Project In order for PlanWell activity and revenue reports to remain accurate it is important that you place a check in this box for any demo projects created By selecting this the activity and revenue from this demo project will not be included in any reports generated Project Notes You may use this field to keep project or customer specific notes for later review Project Ac
53. he Search button to locate the desired user more quickly View Users From Master Address Book View Users From Plan Holders List Groups First Name Middle Name wn 2 lx o Last Name Company Nai Ted Gary Blair Blair Henry Joe Mark Christine Don Jerry Kari Randy Testing Tom Don Bruce Valenti Fairbanks Kenny Dogworth Jones Swanson Margolis Christopherson twodlthaus Jeraldson Fairbanks Lundell Trade Thomas Robic Campbell ESI Fairbanks Construction Joes Concrete Joes Concrete Joes Concrete Joes Concrete Joes Concrete Kari Demo Company Kari Demo Company Kari Demo Company Kari Demo Company Kari Demo Company Kari Demo Company Kari Demo Company Laser Graphics Northwestern Builders OOOO Jerry Jacobs Solomon Frisk Demo v b FT Select All Unselect All Search Select Close Master Address Book View You may also choose the Groups tab to select users From within this window you may select entire groups to add to the Project Address Book Web Settings The project options tab will allow you to assign the Manage Permissions option to one or more users in the customer s administrators group A customer account which has been granted the option to Manage Project Permissions within the project options tab discussed in the next section will then be able to assign or deny the features which have been selected in this menu to other employ
54. he login screen Managing Company Details Details regarding your main office will have been created online in the Management Console however many divisions have multiple locations which are connected to a central PlanWell server Information regarding the branch offices may be entered online in the Management Console or from within the PDMS Admin Console To add additional branch information through the PDMS Admin Console choose Repro Services Location Manager Highlight ADD NEW LOCATION and enter in all required information Note Edit branch information within Location Manager by highlighting the branch name making any necessary adjustments and choosing Update m Location Details Location Name Address ADD NEW LOCATION Address2 City State Country USA li Zip Fax Phone m Package Notification Details Order File Path Order FTP Address FTP Login FTP Password Order Notify Email Order Notify Fax V Send Automatic Customer Order Confirmation Email Send Automatic Customer Order Confirmation Fax Location Manager Window Location Defaults Additional details regarding your location can be defined by choosing Preferences Location Defaults Specify the Default Location Default Time zone and Default Thumbnail Path The Location Defaults window will allow you to specify which location is your default location Remote branch location
55. hics Campbell Northwestern Builders Jacobs Solomon Frisk Dema Add Customer Add Customer Export users Import users Search Reports Send EMail Close Employee Contact Address Book Window Add Customer Employee Add Customer Contact By selecting either the Add Customer Employees or the Add Customer Contacts buttons you will be brought into the same windows as previously discussed Export User All address book users may be exported to an Excel document by selecting Export Users After entering in a storage location for this file choose Save to complete this export Import Users Since many of our customers already have a rather extensive list of contacts that they may wish to have added to their address book one of the most powerful tools within the Address Book is the ability to import in this list Once you receive an import file from your customer you may import it by selecting the Import Users button from the Address book for that customer File Information gt E beim OT Trades if present are by Description I Column Header Exist Address Book Import Window You will need to identify the type of file being imported the path to this file the delimited information and finally if this file has a column header By selecting Next you will be brought into the Map Fields window Each field PlanWell requires will be listed in bold text By selecting the dropdown arrow next to each option you will
56. his setting will automatically give this employee write permissions to all PlanWell PDMS Admin Console options Permissions are discussed in greater detail in the Setting Permissions section of this manual Additionally you may choose to uncheck the active option for any employee Utilizing this option will make the employee s user name and password invalid until such time that you re check the active option To edit the information of an existing employee highlight the employee s name make the necessary adjustments and choose Update Setting Permissions The PDMS Admin Console will provide you with all of the tools necessary to define projects users and company information for PlanWell Because much of this information is sensitive or business critical in nature it is suggested that you carefully assign employee permissions which will enable or restrict an individual s access to this information When you select Preferences Employee Permissions you may assign Read Write or Delete privileges to an employee on a category by category basis PlanWell Document Management System Setting Permissions Select a user Description Managing Orders Managing PlanHolders Lists Viewing Project Reports Viewing PlanHolders Reports Managing Projects Managing Job Tickets Managing Archive Restore CD Management Managing Customer Users Managing Project Specific Reports Project Synchronization Account
57. icense Registration Code IF you do not hawe walid Flanell POMS License Registration Code Please contact PlanWell support team with Application Locking Code Phone 510 403 2444 or send mail to supportiPlanvell corn Installshield Mext gt Cancel Installation Screen 5 Please choose Install on screen 6 to complete the installation Once all files are copied and the program is successfully installed please choose Finish on screen 7 Program Setup Launch the PDMS Admin Console from the Start menu by navigating to the PlanWell Enterprise folder and selecting the Admin Console icon Upon a successful launch of the PDMS Administrators Console you will be presented with the PDMS Administrators Console Login Window Please choose Connect The first time launching the program you will be prompted to set up your local database settings PlanWell Document Management System Application Ed Local Database Settings DSW s IP Address Local Database POMS Report Logo Path System Settings Window Here you will need to enter the network name see Host file configuration below or IP address for your PlanWell SQL server Under Local Database the program will have pre populated your local database name You may also define a path to a logo which the system will use for reports that are created with the console This logo must be in Windows BMP format and have dim
58. ided is non editable from this window editing this information must be done after accessing the project specifically This is discussed in the Add a Project Advanced Properties section of this manual Export to Excel This option will export your project list to an excel document Print This option will send your project list directly to your default small format printer Adding a New Project dd Project New Projects may be added into the system by selecting Project Add Project or by choosing the Add Project icon shown above You will be asked to specify if this is a public or company project Once you have made this selection you will be brought into the Project Details page Before you may add files to a project you will first need to add some descriptive information which will allow you and your customers the ability to search for a particular project a A gt of od ya 5 AS Do E E E r 22 Y aa ls P a ah amp a Archive Make GD File Path rdinals Packages Close Save Project No ERED Project Name Description ThumbNail A Password a ne Location main Office ee Sheet Number Ordinal No Issue Discipline Description Sheet Size No of Hiah Project Details Page Project No This field will allow you to enter a unique project number for PlanWell This may be the project number that the customer had assigned to the project or it may be a
59. illing to pay for these sets To send these notifications select Send You may also select Back to return to the previous screen Note Recipient of this notification will be provided with a link directly into the order process for PlanWell They may now select only up to the defined number of sets for the packages and complete the order process Once an order is placed through this method the link from the notification will no longer function View Status of Notifications It is important that at any point we are not only able to notify the project owner the number of email or fax notifications which went out but that we can also provide them with information on how many notifications went out successfully and how many if any failed This can be accomplished by selecting View Status of Notifications All notifications sent will be listed along with status information No Ho Created Date and TEER ae No a No No Notification Name Created By Pack teers Time ful Pending Failure Fending Failure ages Emails Emails Emails Fares Faxes Faxes 1 Building Expansion Pac ge St mmm TTE EEE nama AAA ARA AAA View Package Notification Window You may view the details of the notification sent by either highlighting the notification and choosing View or by double clicking it Release Project From In Use PlanWell Administrators or Champions may find that when attempting to access a project after a cold shutdown of either the
60. in Next File gt gt When you click on Next File you will record the information that you have entered for this file and if everything is correct the next file will be automatically loaded There are however some conditions which may also need to be set before the next file will load If this is the first issue in the project the system will automatically place this record at the end of the list of current files If this is an additional issue for an existing project you may be prompted to identify where to place this drawing in the set You will then need to select an adjacent file from the sheet list and then select whether you would like the new sheet placed before or after the selected sheet To avoid being asked for all new files use the collate options listed above to define a placement option for all remaining files in this issue If the sheet you are adding has the same name as an existing sheet from a prior issue the system will add the file and automatically assign its sheet position description and discipline information based upon the prior sheet Because of this it is fairly important to make sure that you enter all of the information that is required for the file with the first issue In this way you will minimize the effort that will be required to enter a file in Subsequent issues Each new file that you add to a project will appear in red in the file list box In the event that you make a mistake and do n
61. in the order will be listed and by default selected You may choose to send all items to one print queue or break the order up between multiple queues as well If you choose to send them to separate queues be sure to verify that all bundles and files have been accounted for Once all desired bundles and files have been selected choose J ob Ticket Job Scale lmaue Page a ad Mucha TEE ET Hatalion File Path 1 Mah MA a 11MLE a oa E is b LU non oi a EA E Mo M2 5 7 1003 ow E T a Ball LU dnde ds PsP PODIAS sd OO 3 OMT he Kil a e TIME bal E eal ea Pa bal LUE A e EA 5 ka rT 0 100 ESE Ka Vilradromeda Parwa PDMS saku Small Black E a habs aap Priva ink Didra C Coise End T Copy High Pletolution Fides Pinin Herreros Onder PlanWell Queue Within the PlanWell queue you will first need to select if this is to be printed locally or remotely Local Printing If you select to print the order locally begin by specifying the workstation or print queue to send the order to The creation of these queues was discussed previously in this document Next type in a job name and any special instructions All documents included in the order will be broken down by Large Black and White and Small Black and White Additional options available are Print Work Order When this checkbox is selected a Job Ticket Print Order will be printed detailing the sheets and print information that you specified in thi
62. ing Apply Down or Apply Down to Empty Cells from the dropdown menu Apply Down will assign the selected discipline to all sheets below the one you are working with You may then move to the first row which contains a drawing for a different discipline and update and apply down the discipline information Apply Down to Empty Cells will apply the discipline only to sheets below the one you are working with which do not already have a discipline assigned You may find this the better option when working with Addenda Using either of these methods you will be able to quickly apply discipline information to the entire list of drawings Issue Tree After you have created and populated one or more issues you may use the issue tree to navigate through the files which are grouped within these issues The issue tree will display the issues that you have defined for a project within PlanWell You may choose to view the issues in ascending or descending order by right clicking on the Project Name and selecting the view you wish The view you choose will be the view shown online Sica anwel 4 0 B9 Project Packages Sie Planvvell 4 0 ES Project Packages Be Initial Set H B specifications H B Addendat FB Addenda ES Addenda2 H E Addenda fl BA Addenda H B Addenda H specifications Initial Set Issues in ascending order Issues in descending order As you hover over an issue in the tree
63. initial display those who receive this CD will have The Display Preferences option allows you to select what the recipient can and cannot do and or see when reading the CD Note If you choose Placing Order the recipient of the CD must have a PlanWell account The setting selected under Initial Display will assign the view the recipient will initially see when opening the CD This setting cannot override the display preferences For example if the display preferences do not allow for a customer to build a current set the initial display cannot be to show current set After choosing Next you must browse to or supply a name for an Empty folder for the storage of the temporary CD contents You may then supply a title for the CD or allow the PDMS system to create one for you based upon the job name The estimated project size in MB will automatically be calculated and populated The Media option allows the PlanWell Administrator to select the media to which this information will be written You will also be able to define a media title and label The previously determined project size will be listed If the estimated size is larger than the selected media capacity multiple items will be listed under the CD column and the data will be divided logically between each media When you click on the Finish button all of the selected files for the project will be copied to the chosen folder along with an installation p
64. is loaded in PlanWell Please note that rotation applies only to the thumbnail image and does not alter the original High Resolution file in any way Available options are 90 180 and 270 Load Forward Backward The system will allow you the ability to load the files in order from the top of the list or from the bottom of the list This will allow you the ability to scan the drawings from the top of the set Forward or from the bottom of the set Backward Either method is acceptable but you will want to reinforce the idea that all projects within your company are scanned in the same fashion Pressing one of the buttons will load the Add File Properties window Add File Properties Window The Add File Properties window is where you may assign all of the file specific properties for images placed on PlanWell PlanWell Document Management System Add File Properties x k lt lt fi of 1 Current file name 00000001 tif Current file number 1 Of 10 Rotation Issue amp Discipline Issue Name 30 Initial Set i Zoom TAD E Note Click and drag a 04 26 2004 00 00 00 region to zoom into PE Release the mouse to view region po y Zamba Add New Discipline Record Zoom File properties Property Name Number of sheets pages v DO O O Recording Zoom Sheet Size Sa We HEC ordint 2042 z Add j
65. just the files you wish to print Actual printing processes will be discussed later in this document E Archive Archive There will come a time when you have so many projects on your RAID drive that you will need to either free up some space or add an additional RAID The Archive feature will allow you to do this This feature will be discussed in detail later in this document 5 Make CD Make CD PlanWell will also allow you to create a CD of a project for distribution The resulting CD will contain a viewer utility which will allow the user to navigate through issues or disciplines in much the same way that they can on the web Make CD Project Selection Select one or more items then click Next SOC Project Sheet Number Ordinal No Issue m O Ej Project Packages TOA 1 Initial Set ga Initial Set 2 A 102 2 Initial Set archi 08 Specifications 3 103 3 Initial Set archi oi Addenda 1 _ 4 4 104 4 Initial Set archi 08 Addenda 2 _5 M 111 5 Initial Set mect OE Addenda 3 6 M 112 6 Addenda 1 mect 7 M 112 6 Initial Set mect A 1Mm 113 Addenda 1 mert Make CD When you choose this option you will need to select which documents to include on this CD You may choose to add all documents by clicking on the box next to the project name or you may choose to include one or more issues by clicking on the box next to the desired issue s After choosing Next you will be able to define display preferences and the
66. kage pricing based upon the total amount of media and binding which will be necessary to produce the package This pricing will be discounted and scaled according to the user s specific price list A fixed price package may contain any combination of files from the same or different services The user will therefore not be able to specify any of the normal production options so it will be important that you discuss this with the PM prior to setting the fixed pricing for the package When a fixed price package is added to a user s cart the options line will display as Pre configured Since there is a price associated with this package all users ordering it will pay the same price regardless of any special pricing they typically receive You may access the custom Packages for a project by clicking on the Package button from the top toolbar To create a new package press the Create button from the custom Packages window Note The project must be synchronized to the national vault prior to being allowed into this window s rm Fixed Price Package Name Description r jp Notes Lock by Console Viewable to All KA Auto Update Files to be Selected m Files in a Custom Package Sheet Name Issue Name Ordin Sh Issu No Discipline Sheet Name Issue Name Ordin Sh Issu No Disciplin I Select All lssue Disc Build Set I Select All Close Dialog On Save Close
67. later time however it must be set before you can save the new issue Number of sheets per page When you are adding a file which contains more than 1 page you may enter the number of pages in this field Sheet Size You may choose the sheet size for any image with this control File Type You may select the file type for any image with this control Display Properties Highlight Activates the red highlight for the current file Viewable Allow the customer to view the current thumbnail online By un checking this option customers will see the sheet name number and any description you have included but will not be able to view the thumbnail image They may still order these sheets online Do not incl in current sets historical sets Do not list the current file when a user builds a current or historical set Thumbnail Path This disabled textbox will display the UNC path to the temporary storage area that you designated for the placement of thumbnail files This location can only be changed with the location defaults menu Rotation Generally all files in an issue will be the same size and hopefully will all be scanned tn the same orientation If for any reason you encounter an image which is different or was scanned incorrectly you may change the rotation using this control Zoom Out If you use the mouse to create a zoomed in view of the current image you may use the Zoom out button to return to a full sheet view R
68. le given my machine amcl14locO resides at address 10 10 14 13 Once you have entered this information you may copy the last line into your paste buffer and save the file For some networks it is also recommended that you add the line to the bottom of your Imhosts file as well If you do not have an Imhosts file you may create one with notepad but be sure that you name it without an extension Once opened you may simply scroll to the bottom of the file and paste the information from your buffer After the server name press the TAB key and enter dom CORP This addition to the entry gives your system information to look outside of your local domain for the SQL Server Using the above example this entry should look as follows 10 10 14 13 amcl4loc0 dom CORP Logging into the PDMS Admin Console The Login ID and Password are the same ones that you would use to access the PlanWell Employee area on the Internet If you are unable to connect please review your DSN settings as described previously before calling PW Support for assistance Press OK to continue Change Login If you will be handing the console over to another PlanWell administrator during your session it may be a good idea to log off and have the other admin log back on to the system You need not restart the application to accomplish this Choose Change Login from the File menu on the main console This will log off the current user and redisplay t
69. left From these customer employees highlight the appropriate name and move into the Selected Users box by choosing the gt gt button Customer employees may be moved in and out of the notification list as necessary throughout the life of the project Project Popup Occasionally our customers will have a message they would like all online users to receive This can be done through the Project Popup screen Any messages typed into this screen will automatically appear in a popup window whenever a user logs into the project online Address Book Web Settings Project Options FAQ Notification List Project Popup r Project Popup Text Addenda 5 was added 04 26 04 All planholders must view and order if necessanf JV Enabled Project Popup Window When you have made all necessary settings within the Advanced Project Options choose Save to save these settings or Exit to close the advanced project options window without saving After closing the Advanced Project options window you will be returned to the Project List window Toolbar Options Available in Project List Window The menu bar in the project list window contains many options available for the creation maintenance and printing of all projects in PlanWell Many of these options have been discussed previously in this document and therefore will not be described in detail now Project Menu The project menu lists options for adding editing deleting mo
70. ll they are not recommended due to limited support in other viewers and applications You may of course add any type of file to the PlanWell However if it does not conform to one of the file types listed above it may not behave in an expected manner and therefore is not recommended With PlanWell it is not necessary to create issue or discipline bundles The system will allow the user to select these files as dynamic sets with the Create a Set tools Downloading the program Setup iia 1 Installa tOM ais 1 Program SOU a daa 3 Fost Ale CONTIGUA ON irradia 4 Logging into the PDMS Admin Console ccccccccccccccccccccccccccccceceeeeeeeeeeeeeeeeeeeeeeeenenes 5 ENANITOS cae een lea daete pen ea eaind 5 Managing Company DetallS cccccccccccccccccccccceeeeeeeeeeeeeeeeeeeSSSSSSSSSSSESSSSSSSSSSSSSESESEEEEES 5 LOCATION Defans d 6 Creatina QUEUE a 6 Plan Wen eiWO K add A AAA AAA Diveabaes 8 ACAINA EVN OY COS ii A A A eee 8 Setting Permissions sweden a an aaa 9 For each user that you change you will need to click on the Save button to record your changes prior to moving on to the next employee account 55 9 Employee Preferentes iii ect wie Sie whine his Oe ek ie we wenden dee ee aaa iania 9 Adding Customers and Projects to the PDMS Database ccssssssscecseeececesssennnaes 10 ADDLOVING Online ADDICAUONS cra dai 11 Changing Customer NOM A O wate bes 11 CUSTOMER 11 Propecia 11 Copy Project Delete Project Additio
71. ll Notes roria a a aaa aaa aaan 68
72. ll necessary settings are completed return to the job ticket window by selecting the Job Ticket tab at the bottom left corner of the window The order can now be sent to the print queue by choosing the Send button Remote Printing The process for sending an order to a remote queue is similar to the process for printing to a local queue In the case of a remote printing request copies of the high resolution print files will be placed into a Zip file along with a PlanWell job ticket which references them from a current directory inti inti Special instrucuons Local Printing Remote Printing Project No TERSD advanced Send to Pw remote queue2 y queve2 E Please call customer as soon as complete Job ft t Due Date 05704 2004 07 36 Name 05 04 2004 07 36 H Large Black amp White File Name Job Scale Image Size Page Size 00000001 tif Z y 3042 y 3042 00000002Z tif 00000003 tif 00000004 tif 00000005 tif 00000006 tif 00000007 tif Small Blache Attachments File Name No Of Copies Page Size Browse Browse J Print Work Order T Collate Aa a Begin by selecting the remote location you wish to send this to from the dropdown list Assign a Job Name Due Date and any special instructions You may also choose to attach a separate document You may choose to utilize this feature to include a distribution list or additional s
73. m package Make the selection by highlighting the appropriate item then move it to the Selected Items for Export column by clicking on the gt gt button When you then select Export Now all of the High Resolution files matching your export selection and related database information for the project will be copied to the folder where you may then send them via FTP or write them to a CD for import by another PDMS user Import Project To Import a project which has been created with the Export routine described above you must first select the company that you are going to import the project for and make it active by selecting it from the Company Selection window You may then select Export lmport Project The system will then ask if this is to be a Company or a Public project for PlanWell When you made your selection you may select OK to continue the import process Source Directory C Mlabels location ERSD_40 Demo Ei Items for Import Total Z Plans in Issue Sheet Name Total Target Directory Browse Project No ERSD_ Cs Project Name fPlanwel4 0Demo Description Planwell4 0DemoProject Password CO Thumbnail Format PDF v Location Main Office Cancel The Import Project Window With this form you must first navigate to the folder which contains the Exported files Once found by selecting Display Project the Project Files Lis
74. nage Local Queues x Queue Mame CT Frinter Driver METAPRINT z Folder Fath Sue E i Local Queue Manager Remote Queues are actually FTP Addresses When you send a job ticket to a remote queue it will ftp the job information along with the print files to the address that you specify To create a remote queue you will need to get a valid user id and password for the site that you wish to transfer your job tickets to Add a new remote queue by choosing Print Queue Remote Queue Manager You may then use the Remote Queue dialog to define the Queue name location login information contact location and office address When you have finished click on Add to create this queue Queue j Company Training and Demo Comp Name Location Contact Address City Zi State F x Country USA Zip Email Phone Fax FTF Server FTP Sub Address Login IN Password Make this Queue Part of Pw Network Remote Queue Window Edit existing remote queues by highlighting the queue make the necessary changes and choose Update PlanWell Network PlanWell 5 0 allows remote queues to become part of the PlanWell Network By adding this remote queue to the PW Network any other company running PlanWell Enterprise 5 0 may send orders to your location for printing and distribution To have your remote queue join the PlanWell Network click on the box labeled Make this Queue Park of PW Network
75. nal Project Details Move Project ooococooommmm o 12 Lock Project UMOCK Projesine a a a a aa 12 Advanced Project Properties cinc 12 EXDOFU 10 EXCO diria 13 Pri minaaweNTes IE 13 Adamo a NeW Project ici 13 Project NO pri ye A a EAr 13 Project Name and Project D SCIIPtion arriere mosea cece eee ea E TEA 13 Project PassWord iia ia 13 TRUMbRAIIFO Mirta rai taa 13 LOCO ano rro ona 14 AGVaANGEG Properties ratio AAA 14 BIG IASTUCION Sad dd as 14 Date Ori OC orar iaa o eta 14 Wep POSE DITO ni A 15 Bid DUS DEMNE aae AAA 15 PASE NIM e OPA PU POC E OE aa E a E E N A 15 Content PFOVIG CR oana Sa 15 TEZON ad di An 15 Demo rrorec aaa aida 15 PrOJECcE NOTES adC 15 PLOJ CCEACUVIY add a 15 indexing High Resolution Files cociccccrc ec iee wei de ie cand Jctwewedecicewdeeeiweceetsiwes 15 Creating Project issues a a dad cid 16 AO 16 Issue Date TING aaa 16 REMF S aaora E E a aa vedere aah alan ela Eee 16 Do Not Include M Current SES nit AAA AAA vce 16 Do not Include Ih AIstorica SOS nia 16 Forcing omal BAW SNCCES yi idea taa 17 PAGING TIES TO an SSU6 siina e Seine cia sie dic aaaeaii 17 Add Files WIN CAO Wind oia 18 ISO FAR AN NA a iaa 18 VIEW VAG CS nad AA 19 ES SUG Na Mani Gace poe tne RS We doce ai ia eee ad ees Oa eee bus NA EA 19 ESTA A O REG E A Nate ea es ae 19 Ss O ens a cic ae ee a ll mth ceo a aon See yee ee 19 Compression levels AA And 19 ROO ici 19 Load FoOrWard BaCKEWaFO ani dose 19 Ada File Properties WINAOW siii 1
76. of Projects 5 Close Save Project Order Here you may select a project from either the company or public list that you wish to move and then press on the AN or V arrow to move the project up or down in the list When you are happy with your changes you may click on Save to record the changes or Close to exit without saving The project list online will now be updated to reflect the new project order URL for Project For all projects in PlanWell you may create a direct URL into the project To create this URL highlight the project and select URL for Project x Project No ERSD_0501 Project Name Plarwell 4 0 Project URL ito Staging2 e arc com arcEOC s_project asp de fl 4439cf 39a4 4f57 81b1 aachf417d89c Iv Active Copy to Save and Clipboard Close URL for Project You may now copy the provided information into your clipboard and provide it to your customer To deactivate a URL uncheck the box next to Active This will stop any users from utilizing this URL to access the project Important Note Since this URL goes directly into the project it bypasses the security you may have put into place For example all private projects are password protected however users of this URL will be brought into the project without providing that password For this reason be very careful whom you give this URL to Send Package Notifications We discussed previously in this document the process of s
77. on labeled Download Library Please click on the Icon for the PlanWell 5 0 Installation program to begin the download and then follow the steps in section 2 for installation Installation In some facilities it may be practical to install the application on several computers in which case saving a copy of the setup program to a common network folder may be appropriate Once you have the setup program downloaded place a copy of the Installation program into an EMPTY folder and then you may double click on the program icon to install the application Before proceeding with the installation please note if you currently have an older version of the PlanWell Admin Console installed you will need to uninstall this version before continuing On screen 1 of the installation program simply choose Next to begin the installation Please accept the terms of the license agreement on screen 2 Please type in the required information on screen 3 You will want to select Anyone who uses this computer all users under Install this application for then choose Next 2 PlanWell Enterprise Admin Console InstallShield Wizard Customer Information Please enter your information User Mame kari Fairbanks Organization Planwell Install this application For i Anyone who uses this computer all users Only For me Kari Fairbanks Installshield lt Back Cancel Installation Screen 3 Accept
78. onal disciplines may be added at any later date When you have finished entering discipline names you may click on Save to record the new names or Close to abandon your choices Note You may also change the name of a discipline at a later date if you find that it was entered incorrectly To edit a discipline name open the Add New Discipline dialog select the discipline name that you wish to change and it will appear in the text box where you may edit it When you have finished your changes click on the button labeled Update to update the database When you then select Close all files which referred to the original discipline will be automatically updated to reflect the new discipline name You may now associate a discipline with the files that you have added to the issue On the Project file list choose the discipline dropdown on the row which contains the file that you wish to update The dropdown will display the list of disciplines that you have added and you may select one Discipline Description Sheet Size mechanical soled mechanical mechanical plumbing plumbing plumbing plumbing z nlumhirnn bl oe AA Assigning Disciplines Example File Properties Apply Down Apply Gown to Empty Cells Export To Excel Print At this point you may choose to apply the same discipline to all of the remaining files in the list You may do this by left clicking on the discipline cell and then either choos
79. oose to make it Private you will need to assign a password to restrict access to only those users which have been invited to view the project To replicate this new information to the National Vault be sure to select the checkbox labeled Click to Synchronize Copied Project To complete the copy process you may click on Save to record your changes or Close to abort the copy process The status bar at the bottom of the Copy Project dialog box will allow you to verify the project copied successfully Note The copy function only copies the project in its current state If a new issue is added to the project this new issue must be manually added to both the original and copied projects Address Book Menu The address book menu contains all options necessary to add and manage your customers address book Add Customer Employee When a customer s account Is initially set up only one user account is created PlanWell can provide very detailed information on online activity as long as every user has a unique log in username By selecting Add Customer Employee you will be able to create additional login accounts for the customer s employees This will guarantee that online activity can be tracked to a specific user User Information Account Name Solomon A y First Name Jerry CSI Codes 01000 GENERAL REQUIREMENTS Customer Employee Middle Name 01040 COORDINATION Chane Uhnstocherscn 010
80. option on a user by user basis verify that the Company Level box is unchecked You may now select each employee and define the option individually Show Project Notes on Check for High Res Show Advance Options Show Advance Options z z z z z Close Project On Save project open files on project open on project save on Creation of Project I Employee Name Company Level j Ask Me Employee 1 Ask Me Employee Ask Me Employee 3 Ask Me Employee 4 Mo Employee 5 Ask Me Employee 6 Ask Me Employee Y Ask Me Joe Employee es F Employee Preferences Dialog Adding Customers and Projects to the PDMS Database Before a project can be created a customer must exist in the database In order for this to happen an application must be completed and approved This may be done in two ways online or through the PDMS Admin Console To complete the application in the PDMS Admin Console choose Repro Services Account Manager New Account After completing all required information choose Add This new account is immediately available Note Adding in an account through the PDMS Admin Console assumes that the account has been approved by your accounting department prm Eens Note A new account may also be accessed by selecting the newas button To complete the application online customers may access your PlanWell site and fill out a new account application or you may complete an application on their behalf by selecting
81. or after the selected sheet Sheet Number When you click on this field you will trigger the viewer to zoom into the area that has been defined for the Sheet Name You will then be able to type the sheet name into the text box exactly as it appears on the Drawing When you press Enter the cursor will move to the Sheet Description field and the viewer will automatically update to reflect the zoom that has been recorded for that field File Name as Sheet Number This option will automatically populate the file name into the sheet number box Skip Sheet Description If selected the cursor will move directly to the Next file button when Enter is pressed from the Sheet Name field Description Here you may enter the Sheet Description exactly as it appears on the drawing This description is optional and entering a value in this field may depend on pricing arrangements that have been made with the customer or on your own company policies Add Sheet Description You may choose to save some commonly used sheet descriptions for ready access in other projects It would be a good idea not to add descriptions which would likely be unique as this will needlessly increase the size of the list making it more difficult to find a more common description In general you will probably want to keep the number of saved descriptions down to about 20 or less otherwise it may take you more time to find one than it would to merely type a description
82. ot realize it before you press enter you may return to the file and correct your mistake by clicking on the red sheet name in the file list box and then clicking on Reload This will bring up the editor for that sheet and you may then correct your information You may continue to add sheet information until you have identified all of the sheets which you had selected When you have finished the Add Files Properties window will close and you will be automatically returned to the Project Window Creating Project Specific Disciplines Every project that you store on PlanWell will be comprised of one or more disciplines A discipline is the trade or specialty associated with a particular area of construction In order to properly separate project files into their respective disciplines in the database it is necessary to create a list of disciplines which are in use for a particular project so that you may then associate files with them PlanWell Document Management System Disciplines X Enter a new Discipline Add Discipline Dialog To create a list of disciplines use your mouse to left click on the issue name in the project tree and select Add Discipline from the pop up menu Here you may enter the name of a discipline in the Textbox then click on Add to add the name to the current list You may repeat this process until you have entered the names of all of the disciplines that you are aware of in the project Additi
83. ow At this time the tree control will sorout two new branches one that is the issue name you have just created and another for Project Packages Planwwell 4 0 Demo Project i m a Project Packages H E Initial Set In the example above the new issue is named Initial Set By right clicking on the issue you just created you may add a new discipline view the issue properties add files to the selected issue auto index documents or generate thumbnails Adding a new discipline auto indexing and generating thumbnails will be discussed later in this document The issue properties selection will bring up the same control that you used to create the issue but will also give you an option to Delete the selected issue Adding files to an Issue 4 Add files to an issue by either select the Add icon or by right clicking on the issue and choosing Add Files When you select either of these options you will be presented with the Add Files Window which will allow you to setup which files to load and how you want them to be loaded into PlanWell From the Add Files Window click on the Browse button to find the directory which holds the high resolution files for the issue that you wish to post Look in 3 addenda e EJ Selected Files C Documents and Settings 4dministrator Desktopltestvaultladdenda11 00000001 t C Documents and Settings Administrator Desktop testyault addenda 00000002 t
84. pecial instructions As with local printing you may choose to print a work order or collate the order When all details are set choose Send A progress bar will indicate the status of the file transfer When the transfer is complete you will receive a success message Place Order In previous versions of PlanWell phone email and or fax orders from customers became a difficult process as there was no functionality allowing for these orders to automatically go into the order history or Plan Holders List PlanWell 5 0 has introduced a Place Order feature which will now allow you to do just that Begin the order process by selecting Place Order Daraan Picadas hire Esgerccra Repo Entren be Baid Bly Her Isoa Fiian Fiera Suthers Er Aryeh Lara Compara Mama ioien Freak Desa Papo Minnessta A UA Phone aan Cader kerna eres infomation atbuton Select Macgaents Order Items Window Select Ordered By from the dropdown box Specify a job name job number and PO number if provided to you This information must come from the customer do not simply create a job or PO number Next Select Create Order Items Order Item Details E x Project Name advanced Order Item Name bid set_architectural_Files All Files Selected Files Sheet Name Ordinal No Issue Name Discipline Name Sheet Name Ordinal No Issue Name Discipline bid set architectural bid set architectural bid set architectural bid
85. planwell ersdigital com 763 694 5900 763 694 0216 rm File Attachments File Name File Path Description Special Instructions Continue Close Process Remote Order Select Order Browse to the location of your remote queue and select the appropriate job name This will automatically populate the remaining required information Be sure to check for any separate file attachments Choose Continue Customer Project No ERSD_advanced No of f Operator fi ari Sheets Workstation Job Name Large Black amp White File Name Sheet No Of Media Job Scale Image Size Page Size Rotation File Path 1 00000001 tif 4 101 10 Bond x 100 y 3042 y 3042 v y C ADOCUME 1SADMINI ISLOC 2 00000002 tif 4 102 10 Bond x 100 y 3042 y 3042 ce y CA DOCUME 1 4DMINIWTSLOC _ 3 _ 00000003 tif 4 103 10 Bond vw 100 w 3042 y 3042 v y C A DOCUME 1 4DMINIMTSLOC 4 00000004 tif 4 104 10 Bond x 100 y 3042 y 3042 y CA DOCUME 1 4DMINIMTSLOC 5 100000005 tif M 111 5 Bond 100 y 3042 y 3042 v y C ADOCUME TSADMINI 1SLOC 6 00000006 tif M 112 5 Bond x 100 y 3042 y 3042 z y CA DOCUME 1 4DMINIMTSLOC 7 00000007 tif M 113 5 Bond vw 100 w 3042 w 30042 Y C ADOCUME ISADMINI ISLOC Small Black amp White File Name No Of Copies Paqe Size i llat Y Copy High Resolution Files J Print in Reverse Order Process Remote Order PlanWell
86. pted if you would like to Synchronize the project Synchronizing a project will update any changes that you have made to the national vault where it will then be reflected online The synchronization process is discussed in more detail later in this document Advanced Project Options Depending upon your user preferences settings upon saving a project you may be automatically brought into the Advanced Project Options window or asked if you wish to enter it Within this window you will be able to create the project address book define the web settings and online project options create the FAQ notification list and enable project popup text by selecting the appropriate page tab Address Book For each project that you host on PlanWell your customer can create and maintain a project specific address book This Project Address book is populated from the Master Address book Users or Groups list The creation of the master address book and of groups will be discussed later in this document This Project address book will generally serve as a distribution list and may be modified at any time to include or exclude recipients as needed during the course of a project You may move users to the Project Address book by first selecting Add from Address Book from the Address book window From here you will be able to select user from the Master Address Book by placing a check in the box next to their name and choosing Select You may utilize t
87. re If at a later date you find that this project needs to be accessed in the PDMS Admin Console you may select the project from the project list enter the Archived CD in your CD drive and select Archive Restore Project This process will re create the original files into a new directory on your RAID and allow you to manage the project as any normal project Export Import Project PlanWell Enterprise allows you the ability to Export a project along with its complete database so that it can be imported by another company running PlanWell Enterprise for their own management and control Export Project To export a project you must first highlight it from the project selection list and then select Export lmport Project PW Enterprise Console 4 0 Project Export xi Project No project Export Directory P Selected Items for Export CL DRENNAN id set ddenda 1 pecifications ddenda 2 addenda 3 addenda 4 BID FILE CUSTOM PACKAGE oma ms E L Export Now Cancel Export Project Here you will be allowed to browse for or enter a folder name where you wish the temporary files to be located Be sure that you have enough space available to hold the entire project Next you may select which portion of the project you would like to export For instance you may select the project name to export the entire project or you may choose to simply export an issue discipline or custo
88. ren ea id a 46 Eat o amine a e o teks 46 Edna rare pre E E 46 Address BOOK IMPOR 46 sena Project EMollS casera iA 46 View Sent Project EMS smart O T o 47 Mandage drade Sesa E T E E E RO rord 47 IMPOr TrAdES nas 47 Plan Holders Menu Option ssssssssosnunnunnunnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 48 EGG Paid ROES Sirena RA 48 DECS rat id E E EE 49 Plan Holder Order Detail WiINCGOW s ssssnssssnnsnnnnnnnunnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 49 Order Processing Menu ODtlION wissescecivasicncscarscecddactcacatarstecddaswdesstardtecdianbiescnesazesas 49 PROCESS Remote Olea A 50 PrOCESS Odia O 51 Place DSi 54 Synchronize Menu ODUION coria a a a a 57 Reports Menu ODO Maa an 57 Project REDO Catarina AAA cido 57 ACUIVIEY REPO Ea A 58 Advanced Operations Menu OptiON oocccccccccccccccnnncnn 59 Arenive Restore Proein da 59 A Cero EER a rae et ana a le iet ee wae hee eeee aera 60 EXPO I MPOrt PLO GCE naaa AAA AAA dienes 60 Advanced Project OPONE AAA AAA 62 Save Proet Ord ld 62 URE TOP roer E ria 63 Send Package NOUTCALONS id A 63 VIEW Status OT NOEMICATIONS ic ARA AS 65 Release Project From IN US iiiciisciniadievsvidecvisesa da a iaa 65 Additional Project Detalls rerien na AAA AAA 65 SNOW lO EC rada 66 BidCaster Management nin A els 66 Managing Virtual Projects iia A AAA 66 Adding BidCaster Functionality to an Existing PrOject occocccccccccccccccnnanccnnannnnn nono 68 Additional PlanWe
89. rogram which will install the PDMS Viewer on your customer s computer Once the operation has completed you may burn the contents of the folder to blank media to provide to your client File Path ile Path It is very important that the PDMS Admin Console is always able to locate the high resolution files for all projects If the high resolution files are moved you will need to tell the PDMS Admin Console where the files are now located By selecting File Path you will be brought to a browser window where you can select the new location of the files Ordinals Ordinals _ Sheet Number Ordinal Mo Issue Discipline Description ML 1 Initial Set 30 DA I E Initial Set 30 DA 2 3 Initial Set 30 DA 3 4 Initial Set 30 1 1 5 Initial Set 30 1 2 E Initial Set 30 Project File List After you have added files to an issue your project file list should look like the example above Please note that each sheet in your project has been assigned an Ordinal The sheet ordinal represents the sheets position within a set An ordinal of 1 for example will mean that that sheet is the first page in a set As you add new issues to a project you will notice that sheets with the same name will share a common ordinal this will insure that when current or historical sets are created with PlanWell and that all of the sheets will print out in the correct order If you find that a sheet
90. rrent file name A101 tif Current file 1 O0f 58 Zoom Rotation Note Click and drag a region to zoom into fa0 gt Release the mouse to view region Zoom Out Issue amp Discipline Issue Name Addenda3 Issue Date 044 29 2004 Discipline architectural y Add New Discipline A File Properties File Name 14101 tif File Size in KB 477 Scanned Date 05 17 2001 No Of Sheets fi File Type LBW V Viewable J Highlight Sheet Properties Continue Saving D Sheet Number revious File Sheet Size prz y Modify Thumbnail I RI 30x42 Add Thumb Nails Path Gray Scale Image D Nest File gt gt Close Description id Compression Level Ame63locO BetaT estaultsERSD_61 ER Save Add Sheet Description 40 of original im Y View Window Files may be viewed one at a time and all file properties may be updated in this window You may zoom in or out to get a better look at the details of the drawing and you may rotate the view by clicking on one of the rotate buttons To navigate forward or backward through the project files you may click on the Previous File or Next File buttons Only Tiff Cals or PDF files may be viewed in this window Many of the properties for a selected file may also be edited with the viewer You may as appropriate update the sheet name if you find th
91. s menu You may use this as a production work order or keep it as a print receipt for distribution tracking Collate Print in Reverse Order If you are printing on equipment which flips the sheets as they are printed you may choose to Print in Reverse order so the documents come out of the printer in the correct order Copy High Resolution Files You may choose to send a copy of the high resolution files along with the print request Copy SBW File You may choose to send a copy of the small black and white files along with the print request Do Not Print SBW You may choose to print your small black and white documents through a different means This option will allow you to accomplish this task You may now adjust the placement of your individual plans on the page in order to compensate for mismatched originals or a poorly fed scan The Print Alignment window is accessed from the J ob Ticket list by right clicking on a filename and selecting Alignment from the pop up menu Print Alignment Window Here you may the icons along the right toolbar to properly align the document ma oa 0 Once you are satisfied with the changes you may click on Next File icon al to set the values in the current Job Ticket If the shift that you make is going to be common to all of the sheets that you have selected for printing you may automatically apply these values to all sheets by clicking on the Apply All ES Icon Once a
92. s should change the Default Location from the main office to the appropriate branch location When you create a new project you will have the ability to set which of your locations is actually responsible for the project at that time but by default it will show the location that you set in this dialog PW Enterprise Console 4 0 Set Active Location Default Location Default Timezone Central bd f Default Thumbnail Path W mcs3toc v etal esty ault A i Location Defaults Window Creating Queues In order to create an automated job ticket with the PDMS Admin Console you will first need to establish queues to receive and process them The PlanWell system at present is compatible with Metaprint Kip Xerox and ReproDesk versions 4 21 and 4 25i Two types of Queues exist on the system Local and Remote A local Queue will reference a directory somewhere on your network Typically it is suggested that you create a folder on each production workstation to act as a queue for that machine Create Local Queues by choosing Print Queue Local Queue Manager To setup a new queue you will first assign it a name define the printer driver and browse through Network Neighborhood to the directory you created Choose Add to create this new queue Edit existing Local Queues within Local Queue Manager by highlighting the queue making necessary adjustments and choosing Update PlanWell Document Management System Ma
93. se projects which match the selected criteria You may reinitialize the list by selecting Reset The Status color indicates the whether or not the project has been synchronized with the National Vault Green indicates that the project is currently synchronized Yellow indicates that updates have been made to the project since the last synchronization and Red indicates that the project has never been synchronized Archived projects will be listed in blue text locked projects will be listed in red text virtual projects will be listed in purple text To choose a different customer you may select File Change Customer menu option to return to the previous window To edit a particular project you need only double click on the listing The project list may be refreshed at any time by choosing the Refresh button By right clicking on a project you will be given a number of project options Copy Project Delete Project Additional Project Details Move Project Each of these options will be discussed in detail later in this document Lock Project Unlock Project There are two types of locks which can apply to a PlanWell Project The first type is an automatic database lock Each time a project is opened for editing the system will apply an attribute to the local database which will prohibit any other console user from accessing the project while it is being edited When the project is again saved this attribute is removed enabling anoth
94. set architectural 4 T Select All Existing Package Issues Disciplines Build Set Select All Close On Save Add to cart Exit Add Items to Cart Documents may be selected by Existing Packages Issues Disciplines or by Build a Set All documents or packages which meet the criteria you specific will be listed under the All Files section These items may be moved into the Selected Files section by clicking on the gt gt If you wish to add multiple packages or bundles choose Add to Cart to move the selected files into the cart and allow you to begin the selection process again Continue to build selections and add to cart until all items have been selected Choose Exit to return to the main Place Order window Moo _ono Z lt 2 gt lt q22z2z2 Job Hame advanced ERSD_advance Job Ha PO Ho Order Items Delivery Information Distribution aa Order Item Name Originals Media PrintSize Binding 1 bid set architectural Files 4 Full Size Edge Binding hd 2 CurentSet_5 4 2004 E Full Size Edge Binding x Items in Cart You will now find all items selected listed in your cart You may either click on Continue or select the Delivery Information tab Order Items Delivery Information Distribution m Select Recipients C Master Address Book Project Address Book Plan Holders C Groups T Select All
95. st Sync Date mes Begin by defining if this is to be a report based on account name or location Specify the necessary filters and select the Sort By settings Choose OK to create the report PlanWell Friday June 4 200411 21 15AM PROJECT ACTIVITY REPORT 2 For Plan Room Solomon Frisk Demo Location Main Office Group By Company Name Sort By Project Name Project Number Name Phase Name Printed Updated Sync_ Create Post Date Location Name Type Files Solomon Frisk Demo 0517 PRINT NEVER Create 5 17 2004 Main Office Private 8 ERSD 0517 UPD 5 17 2004 Post 5 17 2004 SYNCH NEVER 0524 PRINT NEVER Create 5 24 2004 Main Office Private 8 ERSD_0524 UPD 5 24 2004 Post 5 24 2004 SYNCH 5 28 2004 Activity Report Example Advanced Operations Menu Option The Advanced Operations menu option contains additional project management tools many of which we have discussed previously Archive Restore Project If you are hosting projects which have not been accessed for a few months and have little likelihood of generating any orders in the near term you should probably consider archiving them to CD The Archiving process will create an exact duplicate of the folders which exist on your RAID along with all of the necessary information that the system will need to restore the project should it ever come Back to Life Note When a project is Archived you will not be able to access it with the Pl
96. stricted to files which have an issue date prior to the date selected in these controls And with issue You may also restrict your search to a particular issue By selecting an issue in this dropdown control your subsequent search will contain only those files which are contained in the chosen issue Choosing a date in conjunction with an issue will have no effect as an issue will only relate to one particular date And with Discipline Here you may restrict your results to one or more specific disciplines For example you may wish to create a current or historical set of Architectural drawings A customer may also wish to distribute a current set of Architectural and Structural drawings to a subcontractor This will be the control that will allow you to make this selection Build Current Set Once you have entered you search criteria you may select this button to automatically select all of the files in your project which meet the chosen criteria and represent the most current version of the selected files If you have marked one or more sheets as Deleted they will not appear in a Current set if the selected date is after the delete date Build Historical Set Frequently an owner or project manager will wish to review an historical set of drawings You may use this tool to assemble a complete list of all drawings which have been posted to a project which meet any discipline and date criteria that you define Wh
97. t the customer s location to verify that you assign these correctly In addition to the above information you will also need to specify an address for this employee By default the main company address will automatically populate You may also assign one or more Trade types to the user By selecting Update Trades you will be brought into the window where you may select the appropriate trades for this individual Search Code fi El Reset Desc Search CSI Codes 01010 SUMMARY OF WORK 01020 ALLOWANCES 01030 SPECIAL PROJECT PROCEDURES 01050 FIELD ENGINEERING Add 01060 REGULATORY REQUIREMENTS _ 01070 4BBREVIATIONS AND SYMBOLS 01150 MEASUREMENT AND PAYMENT 01200 PROJECT MEETINGS EA 01400 QUALITY CONTROL 01500 CONSTRUCTION FACILITIES AND TEMPORA 01600 MATERIAL AND EQUIPMENT O1660 TESTING ADJUSTING AND BALANCING OF 01700 CONTRACT CLOSEOUT 01800 MAINTENANCE MATERIALS 20 02000 SITEWORK 02010 SUBSURFACE INVESTIGATION 02050 DEMOLITION 02100 SITE PREPARATION 02150 UNDERPINNING 02200 EARTHWORK 02300 TUNNELLING 02350 PILES CAISSONS AND COFFERDAMS 02400 DRAINAGE 02440 PR __ CSI Codes O o 1 O1000 GENERAL REQUIREMENTS 2 01040 COORDINATION 3 01080 IDENTIFICATION SYSTEMS 4 01300 SUBMITTALS 5 01650 STARTING OF SYSTEMS Desc x Add New Update Delete Assign CSI Code These codes can be assigned by highlighting the code
98. t will be updated to reflect the files that are to be imported You may then enter a target directory on you RAID which will serve as the storage location for the High Resolution files At this point you may enter a unique project number for the project and select Import Now to complete the process After you have verified that the project has imported successfully you must synchronize it before it will appear in PlanWell Important Note An imported project will not contain any PlanHolders information This information is collected uniquely for each location Advanced Project Options Advanced Project options have been discussed previously in this document In order to access the Advanced Project Options from the project lists window you must first highlight the project then select Advanced Project Options Save Project Order By default the project list will show projects in the order that they were entered into PlanWell This may not be the way that you will want to have them listed online You may re arrange the project order by clicking on the Save Order icon This will load the Save Project Order dialog window PlanWell Document Management System Save Project Order E x Company Name solomon2 T Project Type C Public Company Description E Main Street Redesign Main Street Redesign ERSD_7854 Airport Runway Runway Project 2 R5D_0501 Planwell 4 0 Planwell 4 0 Project Number
99. the defaults on screen 4 by simply choosing Next iis PlanWell Enterprise Admin Console InstallShield Wizard Custom Setup Select the program Features you want installed Click on an icon in the list below bo change how a Feature is installed Feature Description Flanell Enterprise Admin Console This Feature requires 35M6 on our hard drive Install bo Co Program FilesiPlanwell Enterprise Console Change hee ist ss Help Space lt Back Cancel Installation Screen 4 All PlanWell 5 0 Administrator Console installations will require a license registration code Screen 5 will provide you with a system specific application locking code Please email this locking code to support planwell com In turn you will receive a license registration code which you will need to type in the appropriate box Once this is complete choose Next Note This application locking code is system specific and as such the generated license registration code will only work for the system in which the original locking code was generate on Additional installations of the PlanWell 5 0 Administrator Console will produce a different locking code and will receive a different license registration code ix PlanWell Enterprise Admin Console InstallShield Wizard PlanWell POMS License Registration Please enter license registration code Application Locking Code 71 91097 L
100. tion to create a project password which users will need in order to access the project on the web If it is moving to a private planroom you may also choose which company you would like to move the project to This may be any registered company which exists on your PlanWell site If you wish to update the National Vault to reflect the move please be sure to select the Check to synchronize checkbox When you have finished entering the required information you may select Move to complete the process or Close to abort the move Copy Project There may be times when a project needs to be hosted by more than one company Perhaps the job has begun construction and the General contractor would like to have a duplicate of the project accessible to his own group of sub contractors You may make a copy of a PlanWell project by first selecting the project from the projects list and then selecting Copy Project PlanWell Document Management System Copy Project x Enter Project Ho ERSD_ E a Project Category Select the Account Public Project F f Company Project Enter a Password Click to Synchronize Copied Project Cancel Copy Project Dialog With the Copy Project Dialog window you will then be able to assign a new project number as well as define the account that you want to have host the copied project You may also select whether you would like the copied project to be Public or Private If you ch
101. tivity This frame will automatically provide information pertaining to the last date of Synchronization the date the project was last modified the date of the last printing and the current synchronization status This frame is not editable Save amp Exit This option saves your changes to the database Close This option exits the dialog without saving your changes Indexing High Resolution Files At the heart of the PDMS console is a sophisticated document management system This system called PDMS for PlanWell Document Management System will allow you to maintain a complete history of the files which have been released for a project The system will in turn allow you with the ability to create sets based upon issue dates revisions and disciplines In this way you or your web based clients will be able to review a current set or any specific discipline or historical issue without the need for you to pull sheets from other folders Creating Project Issues The start of any PlanWell project is the Initial Set of drawings This is the first submission of files that a customer will give you to post to PlanWell In order to add drawings to the project you will first need to define the information associated with the Initial Set To add a new issue or an Initial Set left click on the Project name in the tree window and select Add New Issue The following window will be displayed Issue Name KE September
102. to select the one that you are looking for Once selected the Shipping URL and Extra Information textboxes will be activated to show you any additional details that have been entered for the order or to allow you to type some information in To save the information and make it available on PlanWell you must click on the button labeled Update Info for each record that you modify Print Queue Menu Option This menu option contains information on both local and remote printing queues These have been discussed previously in this document Order Processing Menu Option PlanWell 5 0 allows for online and remote orders to be processed quickly and easily through the PDMS Admin through options in the Order Processing menu Process Remote Order Remote orders coming into your office will be dropped into the location you specified when you created your remote queues This creation process was discussed previously in this document You will be notified of all remote orders both via email and through the order monitor Begin the printing process by selecting Process Remote Order PlanWell Document Management System Process Receieved Jobs p A PWUT File Path laptop 1 laptop 1 zip I Sender Details Job Details Company Name Engineering Repro Systems Inc P O Number Location Main Office 05 04 2004 14 39 41 Contact Person Kari 05 04 2004 14 20 39 ERSD_advanced advanced Plymouth Minnesota Special Instructions USA 55447
103. tophe Y Y Y Y A Y Y Y Y 6 contact one K K v J Y Y TA A cA Y 7 Jerry Jeraldson Y Y Y Y Y Y Y Y Y 8 Jery Jacobs Y Y Y E Y Y v FA FA FA 9 Kari Fairbanks cA cA 4 A K Y A A Y 10 Randy Lundell cA cA cA E Y Y cA Y Y Y 11 test user Y Y Y a Y Y Y Y Y Y 12 Testing Trade Y Y FA a Y Y Y Y Y FA 13 Tom Thomas cA cA A E Y Y 4 Y Y Y Project OptionsWindow Groups and Users View It is important to note that some permissions can only be assigned to users in the administrator s group Note As discussed previously in this document if you attached any project documents through the PH Attach option for this to be viewable online you must place a check in the box labeled Planholders Custom Note As discussed in the previous section in order for the Web Settings option to be enabled you must place a check in the box labeled Manage Project Permissions This option is only available to administrators FAQ Notification List Questions posted into the FAQ section can generate email notifications to select users Address Book Web Settings Project Options FAG Notification List Project Popup FAQ Notification List Customer Employe Selected Users First Name Last Name Christopherson one Jeraldson First Name Last Name Jerry Jacobs Lundell user Trade Thomas _ FAQ Notification List Window The FAQ Notification List screen will show all Customer Employees within the box on the
104. u will see all of the customers that have previously been entered into the PlanWell database If you have a long list of customers you may refine the listing by utilizing the Search icon in the toolbar When choosing Search you may specify your search parameters All customers matching these parameters will be listed You may reinitialize the list by selecting Reset Once you have located the company name that you wish to access you may double click on the customer name to proceed The Project list for that specific customer will then be displayed Project List f Company Projects Public Projects All Projects Refresh Status 10 A A A AAA Hilding E apanan l AN iGS AA AA 05 01 2004 ERSD_623 Econolot 623 solomone ERSO_45 05 01 2004 ERSD_ 4568 Main Street Redesign Main Street Redesign solomone ERSD 58 a 05 01 2004 ERSD_ 7854 Airport Runway Runway Project solomon ERSO_53 amp ERSO_4671 Grace Fellowship Expansion Grace Fellowship Redesign and E solomone ERSO_ 60 Project List Window At the Project Selection Window you may choose to list the Public Company or All Projects for this customer A Public Project will be accessible to all visitors while a Company Project will only be accessible to users who have the correct project ID number and password By choosing the Search icon in the toolbar you may search through the projects by entering a keyword in the textbox provided The list will be updated to show only tho
105. ult bid set O0000007 tif Browse m 114 Mechanical _ E tiffs testvault bid set O0000008 tiF Browse Auto Indexing Window 000000000 0 Oo Note When accessing this option it is recommended that you utilize the formatting instructions document available in the right corner of this window Generate Thumbnails Occasionally you will make changes to a project and need to regenerate the thumbnall images viewed online In PlanWell 5 0 this may be done through a batch process by right clicking on the project name a specific issue a specific discipline or a specific sheet within an issue and choosing Generate Thumbnails By selecting Start all thumbnails within the selected area will be regenerated Note If you select Generate Thumbnails from the project name level it will regenerate all thumbnails for the project If you only need specific images regenerated it is recommended that rather than selecting the project name you drill down through the issue tree to narrow down the number of thumbnails being regenerated Additional Toolbar I cons Bid Attachments Attach By selecting this icon you may attach detailed bid instructions Users online will be able to view this document without being required to add it to an order PH Attach FH attach Occasionally your customer may request that Planholders information be attached for online viewing Selecting this icon will allow you to attach this requested inform
106. ving and copying projects Add Project 4d Project By selecting this option you may begin the process of adding a new project into PlanWell Edit Project Edit Project Project may be edited by double clicking on the project name or by highlighting the project and selecting Edit Project Delete Project You may decide that a project is not worth Archiving and you would just like to delete it You may do this by selecting the Delete Project Choosing this option will delete all of the database records associated with the currently selected project so be absolutely sure of your choice before proceeding As with all of the tools in the PDMS console this will only affect your database records and will not delete your original High Resolution print files If these are to be deleted as well you will need to do that manually outside of the PDMS Admin Console Move Project With the PDMS Console you may move a project between the public and private Planrooms or from one company to another To move a project you must first select it from the project list and then select Move Project PlanWell Document Management System Mov X Move To f amp Public O Private Enter Project Password p ooo Select Account y Check to Synchronize Project e Move Project Dialog Here you may select whether you would like the moved project to be in the Public or Private Area If private is selected you will then have the op
107. would prefer to add in individual files rather than all files unselect the Select All box highlight the desired files and choose Add Files Files may be removed from the package by highlighting the appropriate file and choosing Remove Files If you wish to remove all files select the appropriate Select All box and choose Remove Files PlanWell Document Management System Custom Packages xX Project Number Project Hame 657654 Je uilding Expansion Custom Package s Post Date Number of Sheets AutoUpdate Wiewble To All a WO 0503 Architectural Art chitectural Bo Dargaz 2004 Plantel Refresh Bo SINO Mo of Packages zZ Packages Listing Once you have one or more packages created you will be shown a listing of the available packages from the Custom Packages window View You may review or change the properties for any existing package by pressing on the View Button This will open the package properties window where you may update the information for the chosen package Save As The Save As option allows you to create a replica of a highlighted package and save it under a new name In addition to changing the name you will also be able to change the files added and change the original package options such as auto update Delete You may at any time delete an existing package by first selecting it from the list and then clicking on the Delete button PlanWell J ob Ticket You may print a p

PDMS admin console Manual

Contents

Download Pdf Manuals

Related Search

Related Contents