ProjectWise Administrator Help

ProjectWise Project Insights Configuration

The actual steps that are required to enable ProjectWise Project Insights are simple and easy to do. However, the level of value that you get out of ProjectWise Project Insights will depend on how much care and attention you put into the details of configuring the dashboard to display exactly the information you want, and maybe equally as important, nothing you don't want.

All of the configuration for ProjectWise Project Insights really centers around addressing this one basic, but loaded question:

  • What specific information about the documents in a particular ProjectWise work area (or work areas) do you want to display in the ProjectWise Project Insights portal of your ProjectWise cloud project?

It is expected that your overall configuration will undergo several revisions until you achieve the results you are expecting in the dashboard. Doing the basic steps to simply get ProjectWise Project Insights "working" might not take very long, but it may take a while to initially upload data from the ProjectWise database to the ProjectWise Project Insights portal (depending on the amount of data being uploaded), and then it may also take a while (up to 24 hours) for ProjectWise Project Insights to reconfigure the display of the dashboard reports whenever you change attribute-related settings in the dashboard.

Basic Configuration Steps

Use this list to get a general idea of the basic steps you need to perform to enable ProjectWise Project Insights and get ProjectWise data to display in the ProjectWise Project Insights portal of your ProjectWise project.

  1. Turn on ProjectWise Project Insights in your ProjectWise project

    If needed, register a new ProjectWise project first.

    Also, make sure you give permissions to the project team members you want to allow to view and/or configure ProjectWise Project Insights.

  2. Install the ProjectWise Analytics Data Upload Service (version 01.00.01.78) and use it to configure a connection to the database whose data you want to upload.

    (see also Upload Service Requirements)

    This establishes a data pipeline between your ProjectWise database/datasource and the ProjectWise Project Insights service. At this point, no data is uploaded yet, because the Upload Service does not yet know which specific work area in that datasource to upload data from, or which project to upload data to.

    Important: The step of configuring a database connection only needs to be done once per database/datasource. If you have a Bentley-hosted deployment of ProjectWise, this step will be done by the Bentley Managed Services team. If you have a local (on-premise) deployment of ProjectWise, then this step should be done by your database administrator. It can be done on any computer, as long as you can make a connection to the ProjectWise database from that computer.
  3. Associate a work area from your datasource (selected in step 2) to the same ProjectWise project where you turned on ProjectWise Project Insights (from step 1)

    This tells the Upload Service which work area in the datasource to upload data from, and which project in the cloud to upload the data to.

  4. Go to the ProjectWise Project Insights portal of your ProjectWise project and configure dashboard settings to define how uploaded data is displayed.

    In the dashboard settings you will select which ProjectWise document attributes you want to use to group documents by in the dashboard reports.

Remember: The Upload Service will begin uploading data to the portal once all three of these things are in place:
  • ProjectWise Project Insights is turned on in your ProjectWise project
  • A connection between your ProjectWise database and the ProjectWise Project Insights service has been configured in the Upload Service Administrator
  • A work area in the ProjectWise datasource (whose data is scheduled to be uploaded) is associated to your ProjectWise project

Upgrading from ProjectWise Project Performance Dashboards

These are the basic configuration steps if you want to use ProjectWise Project Insights in a project that is already using ProjectWise Project Performance Dashboards.

  1. Install the updated version of ProjectWise Analytics Data Upload Service (version 01.00.01.78) and then reconfigure any existing database connections and data collection/upload schedules.

    (see also Upload Service Requirements)

    You can either uninstall the old version first, or just install the new version and let the installer uninstall the old version for you.

    Note: When reconfiguring a database connection, make sure you turn on the setting Upload existing Audit Trail information, if it was previously turned off.
  2. Make sure you give permissions to the project team members you want to allow to view and/or configure ProjectWise Project Insights.
  3. Go to the old ProjectWise Project Performance Dashboards portal of your ProjectWise project, then click Go to the new Project Insights at the top of the page to go to the new ProjectWise Project Insights portal and configure dashboard settings to define how uploaded data is displayed.