Prolog Tips & Tricks Denise Haas – PCI Group Konstantine Tonas – PCI Group
Prolog Tips & Tricks - Agenda <ul><li>Data Entry </li></ul><ul><li>Getting the most out of your data </li></ul><ul><li>Bes...
Data Entry <ul><li>Submittals </li></ul><ul><ul><li>Import Template Submittal Items – create in query </li></ul></ul><ul><...
Data Entry <ul><li>Daily Work Journal </li></ul><ul><ul><li>Daily Report Options (Using just one DWJ per day to track all ...
Data Entry <ul><li>Meeting Minutes </li></ul><ul><ul><li>Use Topic in Meeting Minutes (better reporting) </li></ul></ul><u...
Data Entry <ul><li>Contact </li></ul><ul><ul><li>Auto Set Main Contact   Tools|Pref| Options| Portfolio Specific Options| ...
Data Entry <ul><li>Potential Change Orders </li></ul><ul><ul><li>Default Allocations for Budget and Cost Codes   Tools|Pre...
Data Entry <ul><li>Periods  - setup , 2007-12, 2008-01, 2008-02… or 08-03, 08-04, 08-05, etc… </li></ul>
Data Entry <ul><li>Meeting Minutes  – Topic, Dating the Description </li></ul>
Getting the most out of your data <ul><li>Customizing Existing Reports  - with Prolog tools (Creating a runtime filter)  <...
Getting the most out of your data <ul><li>Prolog Today  – Customizing in Secure Auto Alerts, on one page customized for ea...
Getting the most out of your data <ul><li>Prolog Today   Workflow - creating &quot;checkoff&quot; type of workflow  </li><...
Getting the most out of your data <ul><li>  Preview Window  Tools|Pref|Options|Global Setting|Other Options Tab…  Quickpri...
Best Practices <ul><li>Mailbox Manager  - setup and viewing all inbound/outbound email from the last week  </li></ul>
Best Practices <ul><li>Duplicate Company Manager   </li></ul>
Best Practices <ul><li>Changing the attachment name  when Emailing out of Prolog </li></ul>
Best Practices <ul><li>Logging Activities   </li></ul>
Best Practices <ul><li>Required Fields   </li></ul>
Prolog WebSite  <ul><li>Adding permissions to folders in Document Management </li></ul><ul><li>Adding Quick Reports </li><...
Q&A  <ul><li>Ask any questions </li></ul><ul><li>Summary and Recap </li></ul>
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Prolog Tips & Tricks Session 2010 Seminar

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This is the slide show from out 2010 Sacramento Conference. If you have questions of need help feel free to contact Eric at 424-245-5606. Thank you!

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Prolog Tips & Tricks Session 2010 Seminar

  1. 1. Prolog Tips & Tricks Denise Haas – PCI Group Konstantine Tonas – PCI Group
  2. 2. Prolog Tips & Tricks - Agenda <ul><li>Data Entry </li></ul><ul><li>Getting the most out of your data </li></ul><ul><li>Best Practices </li></ul><ul><li>Prolog WebSite </li></ul><ul><li>Q&A </li></ul>
  3. 3. Data Entry <ul><li>Submittals </li></ul><ul><ul><li>Import Template Submittal Items – create in query </li></ul></ul><ul><ul><li>Submittal Package Auto-Increment # </li></ul></ul><ul><ul><ul><li>Tools|Pref|Options|General Tab|Project Specific Options…. Set Submittal Package Auto Increment to YES </li></ul></ul></ul>
  4. 4. Data Entry <ul><li>Daily Work Journal </li></ul><ul><ul><li>Daily Report Options (Using just one DWJ per day to track all of your subs) </li></ul></ul>
  5. 5. Data Entry <ul><li>Meeting Minutes </li></ul><ul><ul><li>Use Topic in Meeting Minutes (better reporting) </li></ul></ul><ul><ul><li>Tools|Pref|Options|Project Specific Options| General Tab…. set Prompt Set Meeting’s Last Modified Date to “No” </li></ul></ul>Date the Description
  6. 6. Data Entry <ul><li>Contact </li></ul><ul><ul><li>Auto Set Main Contact Tools|Pref| Options| Portfolio Specific Options| General Tab …. set Auto Set Main Contact to “Yes” </li></ul></ul><ul><ul><li>Project Contact Tools|Pref|Options|Portfolio Specific Options| General Tab …. set Main Contact to Use to “Project Contact” …. </li></ul></ul><ul><ul><li>Contact Pick List – Current Project Tools|Pref| Options| Project Specific Options| General Tab … set Contact Pick List – Current Project to “Yes” </li></ul></ul>
  7. 7. Data Entry <ul><li>Potential Change Orders </li></ul><ul><ul><li>Default Allocations for Budget and Cost Codes Tools|Pref| Options| Project Specific Options| General Tab …. </li></ul></ul>
  8. 8. Data Entry <ul><li>Periods - setup , 2007-12, 2008-01, 2008-02… or 08-03, 08-04, 08-05, etc… </li></ul>
  9. 9. Data Entry <ul><li>Meeting Minutes – Topic, Dating the Description </li></ul>
  10. 10. Getting the most out of your data <ul><li>Customizing Existing Reports - with Prolog tools (Creating a runtime filter) </li></ul>
  11. 11. Getting the most out of your data <ul><li>Prolog Today – Customizing in Secure Auto Alerts, on one page customized for each user </li></ul>
  12. 12. Getting the most out of your data <ul><li>Prolog Today Workflow - creating &quot;checkoff&quot; type of workflow </li></ul>
  13. 13. Getting the most out of your data <ul><li>  Preview Window Tools|Pref|Options|Global Setting|Other Options Tab…  Quickprint to Preview Window </li></ul>
  14. 14. Best Practices <ul><li>Mailbox Manager - setup and viewing all inbound/outbound email from the last week </li></ul>
  15. 15. Best Practices <ul><li>Duplicate Company Manager </li></ul>
  16. 16. Best Practices <ul><li>Changing the attachment name when Emailing out of Prolog </li></ul>
  17. 17. Best Practices <ul><li>Logging Activities </li></ul>
  18. 18. Best Practices <ul><li>Required Fields </li></ul>
  19. 19. Prolog WebSite <ul><li>Adding permissions to folders in Document Management </li></ul><ul><li>Adding Quick Reports </li></ul><ul><li>Subscribing to folders/records </li></ul><ul><li>Using PW Document Management in Prolog Manager </li></ul><ul><li>Security Manager and Prolog WebSite </li></ul>
  20. 20. Q&A <ul><li>Ask any questions </li></ul><ul><li>Summary and Recap </li></ul>

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