Getting Started with ProjectWise¶
This page provides a high-level overview of what external partners need to know before working in our ProjectWise environment.
ProjectWise is used as the system of record for project documents and deliverables. All external users are expected to follow the standards outlined on this site.
Before you begin¶
Before accessing ProjectWise, ensure that:
- You have been formally invited to the project by the project team
- Your organization has a contractual relationship with the project
- You understand the project’s document control expectations
If you have not yet requested access, start here:
What ProjectWise is used for¶
ProjectWise is used to:
- Store and manage project documents
- Control access and permissions
- Track document versions and history
- Support collaboration between internal and external teams
ProjectWise is not intended for: - Informal file sharing - Draft exchanges outside of defined workflows - Long-term storage of non-project-related content
Basic usage expectations¶
All external users are expected to:
- Check files out before making edits
- Check files back in when work is complete
- Use the approved folder structure
- Follow file naming standards
- Avoid creating duplicate or ad-hoc folders
Failure to follow these expectations may result in delayed reviews or rejected submissions.
Deliverables and submissions¶
Unless otherwise directed by the project team:
- Deliverables should be uploaded to the designated project folders
- Files should be checked in and free of local-only references
- Final submissions should not overwrite prior approved versions
Project-specific instructions may override general guidance on this site.
Need help getting started?¶
If you encounter issues during setup or use:
➡️ Frequently Asked Questions
➡️ Contact Support Team
Last updated: February 2026