This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Slide 1
PennDOT District 8-0 Winter School 2015 January 14, 2015
PennDOT Project Collaboration Center (PPCC) Training
Slide 2
Agenda General Overview Project Portal Project Setup Project
Site Admin Responsibilities Functionality 2
Slide 3
Web based document tracking system Allows contractors to submit
documents electronically All projects let in October 2014 or later
requires the use of PPCC via the inclusion of a contract special
provision Any submission that requires a Department review should
be submitted through PPCC Department personnel or designated
representative reviews and dispositions submittals online. PPCC
Overview 3
Slide 4
4 System tracks review time and benchmarks against established
durations System alerts reviewers via E-mail notifications at each
step of the submittal process System provides a history of the
review process Provides all team members online access to project
specific documents, contact information, and other useful
resources
Slide 5
PPCC Project Portal System Access Access granted by designated
administrators Internet link:
https://www.pcs.pd.pa.govhttps://www.pcs.pd.pa.gov System Log-in
Department employees utilize provided link or, use CWOPA
credentials (cwopa\user name) if outside the networkCWOPA
credentials Outside business partners utilize ECMS credentialsECMS
credentials Portal site provides access to associated project sites
5
Slide 6
PPCC Portal Site PPCC Portal Tab Displays various announcements
Provides links to various publications & standards My Work
Queue Tab Provides access to submittals requiring user review for
all associated projects Separate tabs for each submittal category
My Projects Tab Provides access to projects user is associated with
Projects can be identified as favorites Projects accessed by
clicking on the Project Name Each project opens in a separate
browser 6
Slide 7
PPCC Portal Site Reports Tab Allows users to run various canned
reports Reports return information for all associated projects
Preferences Tab Allows users to tailor e-mail notification
preferences Changes are project specific References Tab Provides
links to various training aides & help documents 7
Slide 8
PPCC Portal Site Portal Administration Portal administration
tab accessible by designated District Admins Maintain standard
District template Submittal types Workflows User Roles Create
project sites upon request Standard template is copied to new
projects Project specific administrators can make modifications
& add users to associated project sites Project ACE
Inspector-In-Charge 8
Slide 9
Project Setup 9 ACE/ACM submits PPCC request form to District
AdminPPCC request form Provides ECMS number & project
information Designates top level Project Site Administrators
District Admin creates the project Returns PPCC request form back
to the ACE/ACM via e-mail ACE/ACM or Project Site Admin completes
setup Adds remaining users Modifies/Adds submittal types and
workflows to suit specific project needs
Slide 10
Project Setup Current District PPCC Administrators Mike Harter
[email protected] / (717) 787-5070 [email protected] Kevin Keefe
[email protected] /(717) 783-3848 [email protected] Once project setup is
complete the project ACE/ACM or IIC will add users or make any
required revisions. 10
Slide 11
Project Site Administration 11 Add/modify roles Roles can be
added or deleted from the project site Roles can be added or
deleted from submittal types to build a workflow Add/modify users
Users can be added or removed from roles Multiple users can be
assigned to a single role Department users are assigned by their
CWOPA credentials Non-Department users are assigned by their ECMS
credentials
Slide 12
Project Site Administration 12 Add/modify contractor users
Prime contractor representatives Must be assigned to Prime
Contractor role to submit documents Subcontractor representatives
Must be assigned to Sub-Contractor role to submit documents All
workflows travel through the Prime Contractor
Slide 13
Project Site Administration 13 Reviewer vs. view only role
Workflows are created by assigning review roles to each individual
submittal type Reviewers can be reordered, added, or removed from
workflows New review roles can be assigned to submittal workflows
Users not assigned to a Reviewer role will have view only access by
Default A common example would be the Viewer role
Slide 14
Project Site Administration 14 Reviewer vs. view only role
Certain roles grant Administrator privileges Users assigned to
these roles are automatically added to the SiteAdministrator role
Project A.C.E Inspector-In-Charge Construction Consultant CM Users
can be added or deleted from the SiteAdministrator role
Slide 15
Project Site Administration 15 Add/Modify Submittal Types
Submittals are grouped by 4 general categories Other Correspondence
RFI Source of Supply Submittal Submittal types can be added,
deleted, or modified by project administrators to suit specific
project needs Review durations are defined by the submittal type
Roles can be designated to receive a Final Acceptance
Notification
Slide 16
Project Site Functionality 16 Document submissions Currently
all submissions start & end with the contractor A future
enhancement will allow for internal Department submissions
Department to contractor workflow Department to consultant workflow
Department to Department workflow Contractors must select the
appropriate submittal type to reach the correct reviewers E-mail
notifications are sent to all reviewers assigned to the designated
role E-mail preferences can be modified My work Queue can be
utilized in lieu of relying on e-mail notifications
Slide 17
Project Site Functionality 17 Reviewing Documents Attachments
are accessed in the Item History sectionItem History Documents are
dispositioned by selecting the appropriate Action from the
drop-down menu and clicking the Submit button Accepted Accepted as
Noted Accepted as Noted (Resbmt Rqrd) Revise & Resubmit
Rejected Reviewers can add documents Actual review durations are
tracked and monitored
Slide 18
Project Site Functionality 18 Other review options Request
Comment Allows the initial reviewer to solicit comments from other
users Review duration is still tracked against the initial reviewer
Initial reviewer remains responsible for responding to the
submission Delegate Step Allows the initial reviewer to delegate
review and approval authority to other users Delegation is
reflected in the Item History section Delegated user is responsible
for responding to the submission
Slide 19
Project Site Functionality My Work Queue Tab Provides a user
specific view and access to all project submittals requiring their
review View all Items Tab Provides access to all submissions for
the project Only location to access previously completed submittal
reviews Resources Tab Provides access to a project specific
calendar Can post announcements to relay project information
Provides contact information for all assigned users 19
Slide 20
Project Site Functionality Reports Provides access to various
project reports Can be exported in various formats Preferences Tab
Allows users to modify e-mail notification preferences My work
Queue notification Copy on all Final Acceptance 20
Slide 21
Project Site Functionality Shared Files Tab Allows all users to
upload project documents and folders Page can be viewed by all
assigned project users Project Files Allows authorized users to
upload project documents and folders Cannot be viewed by contractor
users Photos Tab Allows authorized users to upload project photos
and video clips 21
Slide 22
Questions Mike Harter District 8-0 ACM York County
[email protected] 717-787-5070 Lou Pirozzi, P.E. Michael Baker
International [email protected] 717-443-8505 22