Prolog Training ManualREI Prolog Manual v2.0 – Created 08.12.2013
Table of Contents Prolog Log On .......................................................................... 1 Portfolio Manager..................................................................... 5 Companies and Contacts ......................................................... 9 Meeting Minutes..................................................................... 13 RFI ......................................................................................... 17 Transmittals and Correspondence Log................................... 21 Submittal Register.................................................................. 27 Submittal Packages ............................................................... 31 Submittal Transmittal.............................................................. 34 Contracts/BOM....................................................................... 36 Prolog File Manager ............................................................... 43 Reports .................................................................................. 48 Sending Multiple Records from Prolog ................................... 52REI Prolog Manual v2.0 – Created 08.12.2013
Prolog Log OnBefore you Log On activate CTXU Outlook for Prolog and make sure it matches your regular outlook inbox Note: If you have any issues while activating Outlook for Prolog please contact Help desk for assistance.To Log On: 1. Click File tab in Prolog Manager 9.0 Window 2. Click Open Database and it will open Log On window Log On window Click Setup and it will open Connection Setup Wizard window (shown in next slide)REI Prolog Manual v2.0 – Created 08.12.2013 1
Connection Setup Wizard 1. Enter name in Connection Profile box and this will be your profile name 2. Click List Servers button 3. Click the drop down arrow in the Server Name box and then select SQL02 NOTE: You may enter the sever name directly into the Server Name line instead of scrolling through the entire list.REI Prolog Manual v2.0 – Created 08.12.2013 2
1. Click List Databases2. Click the drop down arrow in the Database Name and select Rosendin Electric DB. Note: For KST projects select KST Electric DB3. Click OK and it will ask you whether you want to commit changes or not. Click yes. Log On window will open.REI Prolog Manual v2.0 – Created 08.12.2013 3
1. Click the Refresh button 2. Click the drop down arrow in the User Name box and look for your name and select your name 1. Type in your Password 2. Click OK NOTE: If it’s your first time logging on you will not have a password, just press OK and follow the computer prompts to “change” your password. Remember to leave all areas that ask for your old password blank if you’ve never set a password.REI Prolog Manual v2.0 – Created 08.12.2013 4
Portfolio Manager 1. You can access the Portfolio Manager (3) ways: a. Select File and choose the portfolio manager b. Choose the icon that looks like an open file c. Choose the Admin icon and select portfolio manager from the list 2. Choose your project from the list.Note: You will only be able to see the projects that you have access to (some people willonly see 1 – 2 projects). 3. To open your project you can either double click on the project name or select Open Project from the bottom of the screenREI Prolog Manual v2.0 – Created 08.12.2013 5
General Tab: When entering project information at the start of a project you will need to enterthe information into the arrowed fields only.NOTE: Most information needed for initial project set up in the Portfolio Manager can beobtained from the Project Booking Form.REI Prolog Manual v2.0 – Created 08.12.2013 6
Miscellaneous Tab: Fill out all the pertinent information for the arrowed sections. If you are unsure of a person or company’s ID code use the binocular button to look it up.NOTE: All look up lists can be customized per project, division or entire database. Please informyour Administrator if you need any changes made to any lists and what projects they affect. Project Details Tab: Fill out all arrowed areas on the Information for Legal Documents section and be sure to fill in the Contract Date and Contract For areas. Fill in the Notary Public Information section only if you have one associated with your project.REI Prolog Manual v2.0 – Created 08.12.2013 7
Contacts Tab: To link a contact click Add Link and pick the contact(s) from the pick list.NOTE: To link contacts to your project you must first link those in company set up (Linking thecontacts in the Company set up is shown in next module on page 11). Use this list to set up yourproject directory.REI Prolog Manual v2.0 – Created 08.12.2013 8
Companies and ContactsTo access Companies and Contacts 1. Click Admin and then click Company Setup (1(a)) 2. OR Click the icon (shown in the screen shot) on the ribbon.REI Prolog Manual v2.0 – Created 08.12.2013 9
1. Click General tab 2. Type the company code in the Code field which will automatically display the Name, Type of Company and Federal ID Number.Note: The pink fields are the required fields. 1. Click Addresses tab to enter a new address for a company 2. Click Add Row and enter the applicable information. 3. If you want this address to be the main contact then check the box in the Main columnREI Prolog Manual v2.0 – Created 08.12.2013 10
1. Click Contacts tab to add contacts to the current project. 2. To add the project to the contact click the box in the Linked column then it will pop up the Select Projects window as shown in the next screen shot.Select all the projects for which a particular contact is attached. Click the arrow then thatproject will be added to the Linked Projects box.REI Prolog Manual v2.0 – Created 08.12.2013 11
1. Click Insurance tab2. To enter the information click Add Row.1. Click Files tab2. Click Quick Upload and select the file that you want to attach to this moduleREI Prolog Manual v2.0 – Created 08.12.2013 12
Meeting Minutes To access Meeting Minutes 1. Click Doc Control Module 2. Click Meeting MinutesREI Prolog Manual v2.0 – Created 08.12.2013 13
1. Click Meeting Items tab 2. Click Add Row to enter the details Note: The Pink fields are the required fieldsIn the Responsible column click the box which will open the contacts pick list (shown in thenext screen shot) from which you need to select the contactsNote: Meeting Items become your Action Items and have the ability to be carried over frommeeting to meeting. The item number takes its number from two places: the first partdenotes the meeting number and second part is the item number within that particularmeeting. For example, in the second screenshot above item number 001-001 denotes thatthis is the 1st item within that meeting.REI Prolog Manual v2.0 – Created 08.12.2013 14
Other Details Tab: 1. In this tab enter location details for the current meeting and the date and time for the next meeting at the bottom. 2. If you don’t know the Short Code for a person or company, click on the binoculars and pick from the Contact Pick List (Shown below).Contact Pick ListREI Prolog Manual v2.0 – Created 08.12.2013 15
1. Click Attendees/Courtesy Copies which will show the list of attendees added to themeeting2. To add more attendees click Edit then it will open the Contact Pick List window.3. In the Contact Pick List window double click the names to add those to the selection list onthe same window and then click OK.1. Click Files tab to upload files required for the meeting.2. Select Quick Upload and it will pop up a window where you can choose the files to uploadto Prolog.REI Prolog Manual v2.0 – Created 08.12.2013 16
RFI To access RFI 1. Click Doc Control module 2. Click RFIREI Prolog Manual v2.0 – Created 08.12.2013 17
System will automatically generate next RFI number in the Rosendin RFI number box. 1. Click General tab 2. To choose the Author Company enter the appropriate code or click on the Binocular icon and select the company from the list which will automatically display the name in the Authored By field. 3. Enter the questions if any in the Question box.NOTE: The pink fields are the required fields.REI Prolog Manual v2.0 – Created 08.12.2013 18
Collaboration Tab: Fill in all information in Collaboration section, first Add Row and fill in therow (i.e. From Company, From Contact, To Company, To Contact etc.). Move to the CourtesyCopies section and click Edit to add people to copy on RFI.Impact Tab: Click the applicable answer for the three impact sections and then fill in all thecorresponding information for each section.REI Prolog Manual v2.0 – Created 08.12.2013 19
Category/Review Fields Tab: Select the applicable check boxes1. Click Files tab to upload files required for the RFI.2. Click Quick Upload then it will pop up a window where you can choose the files to uploadto Prolog.REI Prolog Manual v2.0 – Created 08.12.2013 20
Transmittals and Correspondence Log Transmittals and Correspondence Log: 1. Click Doc Control Module 2. Click Transmittals and Correspondence LogREI Prolog Manual v2.0 – Created 08.12.2013 21
General Tab: Fill in all data for the highlighted (i.e. From, To, Other and Package TransmittedFor) sectionsNote: \"To” section is the only section where you can freely add names / companies /addresses that are not in companies and contacts.Detailed Items Tab:In the Items section, click Add Row and fill in the information.In the Courtesy Copies section click Edit and add all parties that need to be copied on theTransmittal.REI Prolog Manual v2.0 – Created 08.12.2013 22
Acknowledgement: If you need a signature click Acknowledgement Required and then oncesigned click Acknowledged and fill in the Acknowledgement Details section.Click Transmittal Options tab to check the boxes for required options.REI Prolog Manual v2.0 – Created 08.12.2013 23
To upload files 1. Click Files Tab 2. Click Quick Upload and select the file that you want to attach to this moduleREI Prolog Manual v2.0 – Created 08.12.2013 24
To send current record 1. Click File tab on the top left corner 2. Click Send->Current Record then it will open the Export Options tab as shown belowExport Options windowCheck the details in each field and modify if required and then click OK. It will open theMessage window.REI Prolog Manual v2.0 – Created 08.12.2013 25
In this window enter the name of the people to whom you want to send the record andcheck the details of the record and click Send.Note: In order for this to work, you MUST activate CTXU Outlook for Prolog e-mail accountwith your e-mail account. Please contact helpdesk to have your Prolog Outlook accountpaired with your Outlook.REI Prolog Manual v2.0 – Created 08.12.2013 26
Submittal Register To Access Submittal Register 1. Click Doc Control Module 2. Click Submittal RegistersREI Prolog Manual v2.0 – Created 08.12.2013 27
Click General tab and enter the details for Specification Section field, Responsible Companyetc.Note: The pink fields are the required fields.REI Prolog Manual v2.0 – Created 08.12.2013 28
Click Rosendin Submittal Fields tab and enter the required information1. Click Files tab2. Click Quick Upload which will pop up a window where you need to select filesREI Prolog Manual v2.0 – Created 08.12.2013 29
To add a file through URL 1. Click Files tab 2. Click Add Links then it will open External File Links Type window 3. Select URL 4. Click OK and it will add a line as shown in next screen shot.Enter Description and enter the URL in the File Name tab and click Save.To open the file select the entire row and then click Open.REI Prolog Manual v2.0 – Created 08.12.2013 30
Submittal Packages To access Submittal Packages 1. Click Doc Control Module 2. Click Submittal PackagesREI Prolog Manual v2.0 – Created 08.12.2013 31
1. Click Package Items tab. Click on binocular symbol then it will pop up the window (Shown below) (select company for company and Contact pick list for contacts) from where you will select the name of the company/contact.2. Click Add Submittal button to bring up the Select Submittal Register window and select the Register Items associated with the Submittal Package.Company Pick List Window 32Contact Pick List WindowREI Prolog Manual v2.0 – Created 08.12.2013
1. Click Reviewers and Notes tab 2. Click Add Row to enter the Package Reviewers details. 3. After selecting the Registers Items to be in the Package, enter in the Due Date that the Vendor is to give you the submittal. 4. Once Submittal is received from the Vendor enter that date in Rec_d column.Note: These dates when entered into this Submittal Package will auto-populate into thecorresponding cells in the Submittal Register Items.1. Click Files tab2. Click Quick Upload and select the file that you want to attach.REI Prolog Manual v2.0 – Created 08.12.2013 33
Submittal TransmittalQuick Submittal Transmittal: Most details will be pre-populated from Submittal RecordsGeneral Tab: In the Details section fill out the items with an arrow next to their label, i.e.Package Action, Package Quantity, Transmitted For, Delivered Via, Tracking Number andRemarks. Once complete move on to the Detailed Items Tab.REI Prolog Manual v2.0 – Created 08.12.2013 34
Detailed Items Tab:If Register items have not auto-populated click Add Row and fill in the line shown.If it is auto-populated fill in only the arrowed cells.To copy other individuals click Edit in the Courtesy Copies section and pick one or more usersfrom the Company Pick List.Click Save.REI Prolog Manual v2.0 – Created 08.12.2013 35
Contracts/BOM To Access Contracts/BOM 1. Click Cost Control Module 2. Click Contracts/BOMREI Prolog Manual v2.0 – Created 08.12.2013 36
1. Click the General Information Tab 2. The system will automatically generate the Contract/BOM number. Enter the required informationNote: The pink Fields are the required fields.Click Detailed Information tab and then enter the informationREI Prolog Manual v2.0 – Created 08.12.2013 37
1. Click Contract Amounts tab 2. Click Add Row to enter the Schedule of Values.Click Contact Info tab and enter the details of contact information.To select a name click on the binocular symbol ( ) this will open the contactswindowREI Prolog Manual v2.0 – Created 08.12.2013 38
1. Click Inclusions/Exclusions tab2. Click Add Row to enter the details, if any.1. Click Alternates tab2. Click Add Row to enter the informationREI Prolog Manual v2.0 – Created 08.12.2013 39
1. Click Contract Attachments tab2. Click Add Link and it will open the Select Contract Attachments window from which you need to select the attachments.1. Click Drawings/Specs tab2. Click Add Link and it will open the Drawings and Specs Revision window from where you need to select a drawing and attach to this Contract/BOMREI Prolog Manual v2.0 – Created 08.12.2013 40
Click Change Orders tab and click New CO to enter the details of new change orders or clickEdit CO to edit the existing COClick BOM Checklist/Ship Instructions tab to check the required boxesREI Prolog Manual v2.0 – Created 08.12.2013 41
1. Click Files tab2. Click Quick Upload and it will pop up a window from where you need to select the documents and attach to this Contract/BOMREI Prolog Manual v2.0 – Created 08.12.2013 42
Prolog File ManagerClick the icon Open Prolog File Management which will open the Prolog File ManagementwindowProlog File Management windowREI Prolog Manual v2.0 – Created 08.12.2013 43
To create a new sub folder 1. Expand the folder in which you want to create a new sub folder 2. Now click Folder->New Folder as shown in the screen shotType the name and then click Enter key on the keyboardREI Prolog Manual v2.0 – Created 08.12.2013 44
To Upload a File:Select a folder to which you want to upload the file and then click Upload New button. It willopen File Upload Window (shown in next screen shot)In the File Upload Window 1. Click Browse button. 2. It will open Select files to upload window 3. Select the file you want to upload. 4. Click OpenREI Prolog Manual v2.0 – Created 08.12.2013 45
Click Upload buttonAfter uploading the file it will pop a window which will show that the file has been uploadedsuccessfully.REI Prolog Manual v2.0 – Created 08.12.2013 46
To Rename Folder 1. Select the folder which you want to rename 2. Click Folder 3. Click Rename FolderREI Prolog Manual v2.0 – Created 08.12.2013 47
ReportsClick Report Manager Icon (Highlighted in the screenshot) and it will open the ReportManager window Report Manager 1. Click Reports Tree tab 2. Expand System and then expand the module from which you want to run a report. NOTE: Reports will default to the appropriate report(s) but you still have access to any report that fits your immediate need.REI Prolog Manual v2.0 – Created 08.12.2013 48
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