Case Studies

ProjectWise Training


ProjectWise Training


TRU West

Date Commissioned

June 2020


D2’s Information Management team manage the use of Bentley ProjectWise across the West of Leeds Alliance, providing system support, Document Control and delivering training to all Alliance staff.


D2 Rail’s Information Management team have provided Bentley ProjectWise training to Alliance teams across the North of England, travelling to client offices to ensure setups were correct.

General sessions provided weekly for those new to the Alliance or new to ProjectWise.

Additional sessions tailored to particular disciplines and specialists, including Survey Suppliers, Legal Teams, Auditors, Consents teams.

Once COVID regulations restricted travel options, the D2 IM team started work on virtual training resources which would allow for regular training to continue. The team produced in-depth training e-resources to support teams through new working arrangements, including general use and workflow processes, and tips for smarter working processes to help with day-to-day interaction with the system.

Challenges and Solutions

The initial challenge with providing training was to ensure the sessions were as interactive as possible. The team wanted to steer away from lecture style training, with such detail-heavy content they wanted to relate the detail back to users’ roles and regular tasks, ensuring the content would be recollected when needed. The team managed this by having attendees use ProjectWise Explorer during the sessions, allowing them to follow the lifecycle of a deliverable from concept to publication. During this the team was able to point out good practices and tips for streamlining processes, as well as common queries and errors.

Further challenges arose following the outbreak of COVID, preventing the team from providing in-person training when the demand for online systems grew dramatically. The team put together a plan to publish e-learning resources as the first phase, to support those working from home whom without nearby colleagues struggled with day-to-day use. These also allowed users to view training material on their preferred device and return to segments to refresh their memory.

The second phase was to re-launch group training sessions, via Microsoft Teams. This raised further challenges around maintaining the interactive nature of the sessions, however the team have developed a new training programme and set objectives to cover the queries and issues usually brought up in person.


  • The training sessions and materials provided have greatly benefitted the Alliance, as shown in the feedback received from attendees. It has provided regular and consistent training on system use and general working practices that benefit occasional users to administrators.
  • Something about adding value
  • We used online booking tools to allow users to select sessions best suited for them.
  • Collected feedback from each session to help develop and improve

Lessons Learnt

The challenges presented to the team following COVID have built a huge knowledge base for production of e-learning resources and virtual training. These skills will be brought forward into the next phase of training when in-person sessions will again be possible, the team will be able to provide a variety of training methods to suit the Alliance’s requirements.