Learning objectives

What you'll be able to do after ProjectWise Fundamentals

You'll learn more than where the buttons are. You'll learn how ProjectWise ties the whole team's files together, so one person's change doesn't become everyone's problem.

✓Explain the common data environment, and why every model, reference, drawing and document lives in one place.

✓Sign in to the right datasource and find your way around the project's folder structure.

✓Check files out and back in without overwriting a colleague's work.

✓Use version control and audit trails, so you always know which version is current and approved.

✓Keep references attached, and repair broken ones with Scan References and Link Sets.

✓Use document attributes, workflows and publishing to move drawings through review and approval.

✓Understand how workspaces, WorkSets and datasets push the same standards to every user on the team.

✓Know the difference between a change to your file and a change to the project configuration, and which one you're about to make.

Who it's for

Built for everyone who works from ProjectWise

Core audience

3D Modelers & CAD Technicians

You work in OpenBuildings Designer or MicroStation, and every file you open, reference and save lives in ProjectWise. This course builds the habits that keep those files reliable for everyone.

New to the project

New Starters & Onboarding Teams

You've just joined a project that runs on ProjectWise. Learn to sign in, find your files and work confidently from day one.

Reviewing & approving

Engineers & Project Managers

You may not model, but you review, mark up and approve drawings. Learn to find the current version and move documents through the project's workflow.

Leading a team

BIM Managers & Team Leads

You manage the datasets, standards and access your team works from. Learn what a configuration-level change touches before you make one, and get your team working the same way.

Book Training

Syllabus

12 modules, from your first sign‑in to project-wide standards

Introduction to the Common Data Environment

What ProjectWise is, and why the whole project team works from one place.

What a common data environment (CDE) is
ProjectWise as the project's single source of truth
What lives in ProjectWise: models, references, drawings, PDFs, specifications & schedules
Connecting teams and disciplines across the project
Working from the most current, approved information

Signing In & Project Navigation

Getting into the right datasource and finding your way around the project.

Signing in to ProjectWise
Selecting the right datasource
Working in ProjectWise Explorer
Finding your assigned projects, folders & documents
Project navigation

Folder Structure

How the project's folders are organized, and where each type of file belongs.

Project folder structure
Where models, references, drawings & documents are saved
Where discipline models, master models & sheets sit in the folder structure

Check In & Check Out

Editing project files safely while the rest of the team works around you.

Checking files out to edit
Checking files back in
Avoiding conflicts with other users' work

Version Control

Knowing which version is current, and how it got there.

Document management & version control
Document history & audit trails
Identifying the current, approved version

References

Linking files together in ProjectWise, and repairing references when they break.

Reference linking & dependencies
Why references go missing after files are moved, renamed or imported
Scan References and Link Sets
After bulk imports, folder reorganizations & datasource migrations
Checking the scan report

Document Attributes

The information stored with every document, and how to use it.

Document attributes
Finding and organizing documents by their attributes

Workflows & Approvals

Moving documents through the project's review and approval steps.

Workflows
Workflow automation & approvals
PDF & drawing review and markups

Publishing

Publishing documents and sharing them with the wider project team.

Publishing
File sharing & collaboration

Workspaces, WorkSets & Datasets

How ProjectWise pushes the same configuration and standards to every user on the team.

Workspaces & WorkSets
Where the project's datasets are stored and managed in ProjectWise
How one standard reaches every user, such as a wall showing in the same color for everyone
Where ProjectWise stores the files OpenBuildings Designer and MicroStation load
Updating cell files & catalog content stored in ProjectWise

Access & Configuration-Level Changes

Who can change what, and why some changes affect the whole project.

Secure access & audit trails
What admin access lets you change
File-level vs. configuration-level changes
How changing one value can move the grid for the entire project

Best Practices

The day-to-day habits that keep files reliable and the team out of each other's way.

Best practices
Common mistakes and how to avoid them

About BIM Global

Taught by an industry expert with 12+ years in Bentley tools

BIM Global is a Bentley-focused firm offering training, support, consulting, and modeling services for OpenBuildings Designer, MicroStation, and ProjectWise, for teams delivering large infrastructure projects.

Our training is led by an industry expert who has trained multiple teams and uses these exact tools on live projects every day. Most experienced users already know how to navigate the software. What makes the difference is knowing why people get stuck, spotting the mistakes teams keep repeating, and delivering training in a way that makes skills actually stick.

Our approach is deeply interactive. We connect new skills to the tools and workflows you already know, continuously check for understanding, and stay on a topic until it’s truly mastered, not just demonstrated.

ProjectWise Fundamentals Training