This exhibit describes how to upload project information from Estimator (PC) to Trns.port PES (server). Figure 1 summarizes this process.

Transcription

1 Facilities Development Manual Chapter 19 Plans, Specifications and Estimates Section 5 Estimates Wisconsin Department of Transportation Exhibit 10.5 Uploading project from Estimator to Trns port PES September 19, 2013 Uploading Project from Estimator to Trns.port PES This exhibit describes how to upload project information from Estimator (PC) to Trns.port PES (server). Figure 1 summarizes this process. File Transfer Export PC I/O area on application server Import Estimator Trns.port PES Estimator Project Upload to Trns port PES Export Project Use Default PC File Name = pjiport.dat File Transfer from PC to I/O area on application server: Select above pjiport.dat file. Save Process I/O file to qpjiportdir directory on application server. Import Project: Load project data from Figure Estimator 1 Figure 1 Exhibit 10.5 Page 1

2 Export from Estimator to Trns port PES 1. Open the project in Estimator (Figure 2). Figure 2 2. Select File Export (Figure 3). Figure 3 Exhibit 10.5 Page 2

3 3. The Export As window will open (Figure 4). In the Save in: box set the directory to where you want to place this temporary file (usually this is a shared drive). In the Save as type box choose PES Project File (5.4 or earlier). Accept the file name of pjiport. Select Save. Figure 4 4. The dialog box shown in Figure 5 will open. Always select Yes. Figure 5 5. An Estimator information box will open asking to include category descriptions (Figure 6). Always select Yes. Exit Estimator. Figure 6 Exhibit 10.5 Page 3

4 Transfer Exported PC File to PES 1. Logon to Trns port PES (Figure 7). Consultant users will have to be logged onto the WisDOT LAN via SecurID card before completing this step. Figure 7 NOTE: Please see pages 9 & 10 at the end of this exhibit for tips on using Trns.port PES. 2. Select Utilities Upload File Process I/O File (Figure 8). Figure 8 Exhibit 10.5 Page 4

5 3. When the Select I/O File window (Figure 9) opens browse to the location of the pjiport.dat file just created in Estimator. Highlight the file and select Open. Figure 9 4. When the Save Process I/O File As (Figure 10) window opens look in the Directories list and browse to the qpjiportdir directory and double click on it. Select the OK. Figure When the File Already Exists window opens always select Yes to overwrite the file (Figure 11). Figure 11 NOTE: It is important to continue the upload at this time. It is possible for someone to overwrite the pjiport.dat file in the I/O directory on the application server. Exhibit 10.5 Page 5

6 Import to Trns port PES FDM 19-5 Exhibit 10.5 Uploading Project From Estimator to Trns port PES 1. Select File Import Load Project Data From Estimator (Figure 12). Figure When the Load Project Data from Estimator (Figure 13) window opens accept the default of not to delete the existing project data (the box should not be checked). Select Submit. Figure Select OK in the Client Job Monitor (Figure 14) and wait for the process to complete. The DPS Status Monitor window will open to inform you the process has completed. Select OK (Figure 15). Figure 14 Figure To verify that the project items were transferred properly click on the Projects button and Exhibit 10.5 Page 6

7 find the project number just imported (Figure 16). Highlight the project by clicking on it. Figure Select View Category List (Figure 17). Figure Select a category by clicking on it. Select View Project Item List (Figure 18). Figure The Project Item List will open (Figure 19). Review the items to assure they were all Exhibit 10.5 Page 7

8 uploaded. To check the next category close the Project Item list and repeat steps 7 and 8. Figure 19 Exhibit 10.5 Page 8

9 Tips for using Trns port PES Turning on button text. Right click on the button bar. Select Show Text. This step needs to be completed each time you log on to PES. Example of button text turned on. Setting a default user. Select Utilities Options. Type in your user ID. Click OK. Consultant user WisDOT Exhibit 10.5 Page 9

10 Changing a password. Select Utilities Change Password. Type in old password and new password. Select OK. Filtering lists. You can use Trns port s Filter to sort, compare, and match information to find all the records that meet certain criteria. Select the FILTER button from the Edit menu or by the short cut of CTRL+F.. You can also access the filter Click in the Column and Operator fields to display a list of values from which you can choose the information to be filtered. You must type in what you are searching for in the Value field. Column - The Column field contains the names of the most commonly used columns in the table from which the list window is built. When you click on the DOWN ARROW in the Column field, the list of columns to choose from will appear. Operator - The Operator field contains the operators equal to (=), greater than (>), less than (<), greater than or equal to (>=), less than or equal to (<=), not equal to (<>), Contains, and Does Not (contain) to narrow your filter. Value - The information you type in the Value field is the filter criterion you are using as a delimiter or are trying to match. The text is case sensitive in this field, so you must always use capitol letters if searching for text values. See examples below. Use the Advanced button to create complex filters that can be named and saved for reuse. Exhibit 10.5 Page 10