Professional Documents
Culture Documents
February 1, 2010
Introduction
Welcome to Prolog Converge!® This user‘s guide will help you navigate and understand the
features of Prolog Converge®. But first, the basics…
Prolog Converge® allows you to access and manage your Prolog Manager® portfolio(s) from the
web. To help you manage your data, Prolog Converge® features the following four modules:
Portfolio
The Portfolio Area is the default Area you are presented with upon logging in. Here you will be
presented with a list of available Projects from which you can choose to work with.
Project
The Project module is a project management module is used to manage data entry and
collaboration for the selected project. Here you can create and update Prolog® forms such as Daily
Details, Punch Lists, Tasks, Drawing Packages, Drawings & Specs, RFIs, and many more.
Insight
The Insight module gives you access to business intelligence and analytical tools for monitoring,
analyzing, and maintaining program and project data. Whether you‘re responsible for a single
project or a program of projects, Insight provides you with access to the project data required to
make informed business decisions.
Reports
The Reports module provides a central project reporting repository for all your reporting needs.
Using this module you can access your Prolog Manager® reports and run them against your Prolog
Manager® Portfolio(s) and Project(s).
Image A
After successfully logging in you will be redirected to the Portfolio Area shown in Image B:
Image B
The user interface of Prolog Converge® is made up of several sections, as shown in the above
screenshot and described below:
The area that you are currently working in is highlighted with black, bold text. You can navigate to
another Area by simply selecting the area that you would like to view. You can also log out by
selecting the [Logout] button, which will return you to the log in page. The following Areas may be
available to you, based on your security rights:
A) Portfolio: The Portfolio Area is the default Area you are presented with upon logging in.
Here you will be presented with a list of available Projects from which you can choose to
work with. For more information on this Area, please see ―Selecting a Project‖ in Section
2.2.
B) Project: The Project Area is where you create, edit, and read Prolog Manager® records for
the selected Project. When working with data in this area you will be presented with a form
view, similar to the forms found in the Prolog Manager® application. For more information
on this Area, please see ―Working with Projects‖ in Section 2.
Note: The Project Area can only be accessed once you have selected a Project by using the 'Enter'
hyperlink in the Portfolio Area.
C) Insight: The Insight Area is where you can view data starting at a Portfolio level. Use
Insight to view dashboards, including metrics and key performance indicators. Via
drilldowns, you can further analyze the data, and if applicable, open records in the form
view for editing. For more information on this Area, please see ―Working with Insight‖ in
Section 3.
D) Reports: The Reports Area is where you can quickly gather, filter and sort the information
you need and export it into either electronic or paper format. For more information on this
Area, please see ―Working with Reports‖ in Section 4.
Views: Views are listed along the left side of the screen and allow you to organize data in pre-
defined ways. For instance, in Image B we are looking at the 'All Active Projects' view, which
contains a listing of all projects that are available to the user. If we were to select the 'By Status'
view, the data in the Data Display area would change to show us All Projects, grouped by Status.
The Data Presentation Area: The Data Presentation area is where you will find data displayed
based on the view you have selected. In addition to viewing data, you can also perform many more
actions by selection options on the toolbar.
Quickly sort columns by clicking on the Column Heading. For instance, the All Projects view
shown above initially sorts by Project Name. To sort by Project Number instead, simply click
on the Project Number heading.
You may filter data using the button. After clicking the Toggle Filter button a new
row will appear along the top of the grid. Simply type into the field which you would like to
filter on, then select the button and choose 'Apply All Filters'. Alternatively, you may simply
type into the field and press the Enter key to apply the filter. Your filter will be applied and
the grid will only show data matching your selection.
Export data using the Export button found to the left of the Toggle Filter button on the
screen. Simply click the button, select the format which you would like to export to. The data
will be exported in the selected format and the generated export file will be opened once the
export is complete.
Warning – In order to export to Microsoft Word or Microsoft Excel you will need to
update our Internet Explore settings to enable automatic prompting for file downloads
setting under Internet Options. Please reference www.microsoft.com for additional
information on updating this setting.
Additionally, the administrator can grant users permission to read, add, modify, or delete data. The
administrator can restrict users from viewing specific records/data or from using certain features.
For example, the administrator could set up a user's permissions such that the user cannot see
Drawing Packages. The Drawing Package views would not be presented to the user as choices to
select.
For more information about the access rights, see the "Security Manager" section in the Prolog
Manager® Help system.
To select a project, click on the 'Enter' hyperlink on the row of the project that you would like to
work with. When the hyperlink is clicked you will be moved to the Projects area for the project that
you have selected.
Image 2.2 A
Image 2.3 A
Image 2.4 A
Image 2.4.1 A
Image 2.4.2 A
Image 2.4.2 B
Security tab - Users with Change Permissions rights can set permissions on files. Much like
setting security at the folder level, read permissions, ability to download or open, redline the
file, delete and the ability to change permissions can be set for each file.
Image 2.4.2 C
Image 2.4.2 D
Note: Access to records is controlled by Prolog Manager’s Security Manager; if you feel that you do not
have appropriate security rights please contact your database administrator. Additional information can
be found in the Security Access section of this manual.
Image 2.5 A
To begin working with records, select a view in the Views area for the record type that you would
like to work with. In Image 2.5 A we have selected the RFI ‗All‘ view, which displays all RFI records
within the selected project. Alternatively, we could have selected the ‗Past Due‘ view to display only
overdue RFI items.
Once you have selected a view the list of records will load in the Data Display section of the screen
(to the right). To open a form for a record, locate the record that you would like to Edit, Read, or
Delete, and select the appropriate action.
Edit – Selecting the Edit link will open the form in Edit mode. In this mode you may update
the record and save changes. In some cases fields may be read only due to your Prolog
Manager® security settings.
Read – Selecting the Read link will open the form in Read mode. In this mode you may view
the form, but you will be unable to make any changes.
WARNING! Upon selecting the Confirm Delete button the record will be permanently
remove from the database.
Once you have clicked on an action the form will load in the right portion of the screen, as shown in
Image 2.5 B.
Image 2.5 B
From here you can perform many actions against the opened record:
Update fields as required by entering text into fields, selecting options in drop-down lists, or
using pop-up buttons.
Once you are finished working on a record, you may Save and Exit the record with the Save
and Exit button. You may also choose to save the record and continue working by selecting
the Save option, or save the existing record and create a new record with the Save and New
option.
If you would like to Print the record, select the desired layout from the Print drop-down list.
A PDF copy of the record will be generated and displayed in a new window. Once the file has
finished generating you may save or print the record using your PDF viewer.
If you would like to email the form to yourself or another contact, select the desired layout
from the Send drop-down list. The Reporting Wizard shown in Image 2.5 C will be displayed,
allowing you to enter a Subject and Body for the correspondence as well as define the
Contacts whom will receive the email. The record will be compiled into a PDF file and attached
to the email.
You may close the record with the Close button
For detailed information on each form type, please see ―Working with Forms‖, Section 5.
Image 2.5 C
Image 2.5 E
Image 3 A
Drilldowns & Hyperlinks: Drilldowns and Hyperlinks are denoted by blue underlined text.
Selecting a Drilldown or Hyperlink will direct you to another location, typically based on the
contents of the cell that you have clicked on. In Image 3A, selecting a drilldown in the ―Phase
Description‖ column will load the budget summary for the selected Project & Phase.
When viewing a view with grouped data you may use the Expand and Collapse options on the
toolbar to quickly expand or collapse all groupings in the grid.
Column Conditions: Column conditions may be used to dynamically alter the look of a cell
based on its contents. In the example shown in Image 3A the final column has been
configured to show red text for a positive number (an overrun), and green text for a negative
number (savings). In other views you may find column conditions that highlight entire rows
based on a record‘s status, such as Importance, Due Date, or other key information. Image
3.1A shows an example of a rows being highlighted based on their Importance being set to
High.
Edit/Read/Delete: When possible, Edit, Read, and Delete links will be shown for records.
These links are only available when a view has been configured to show one record per row
for valid Prolog Manager® record type. When using these links you will be able to access the
actual Prolog Manager® record in its form view. An example of the Edit, Read, and Delete
links in Insight is shown in Image 3.1 A. For more information on working in the form view,
please see ―Working with Forms‖, section 5.
Image 3.1 A
1. Export data using the Export button found to the left of the Toggle Filter button on the
screen. Simply click the button and select the format which you would like to export to:
Excel, HTML, PDF, RTF or Text. The data will be exported in the selected format and the
generated export file will be opened once the export is complete.
Image 3.1 c
Image 4.1 A
HTML - Opens in the Web Browser (To print from this format, see the Printing from the
Browser section)
PDF - Opens in your PDF Viewer (Adobe Reader, etc.)
RTF - A text document that opens in programs such as Microsoft Word or WordPad
Excel - Opens in Microsoft Excel
TIFF - Opens in an image viewer
Image 4.1 B
Select the report you want to run and then select the portfolio and projects you‘d like to
include in the report. Note that you may run a report that is stored in one portfolio against
projects in a different portfolio that does not contain that report. Prolog security rules will be
applied to the report output.
The Addendum Setup form contains three tabs: General, Bid Packages and Attachments. In
addition, there are header fields located above the tabs.
Image AS 1
Image AS 2
Received Date: The date the Addendum form was received from the authoring company.
Issue Date: The date the Addendum was issued to the Bidders.
Author Company: The Company name for the company that issued the Addendum.
Reference: Any references associated with the Addendum.
Notes: Any notes about the Addendum.
Image AS 3
Bid Package Number: This is the number for the Bid Package for which the Addendum was
issued.
Description: The description of the Bid Package for which the Addendum was issued.
CSI Code: The CSI Code associated with the Bid Package for which the Addendum was
issued.
Delete: N/A for read only.
5.1.4 Attachments
Using the Attachments Tab you may view files linked to the addendum setup record. If you have
the correct security permissions, you can also download and save the attached file.
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image AS 5
The Bid Package form contains fourteen tabs: General Info, Details, Buyout Items, Inclusions,
Exclusions, Alternates, Contract Attachments, Drawing and Specs, Addenda, Special
Pricing, Select Bidders, Notices Log and Attachments. In addition, there are header fields
located above the tabs.
Image BP 2
Invite Accept Due: The date by which bidders have to accept or decline the invitation to bid.
Meeting Time: The time of the pre-bid meeting.
Meeting Date: The date of the pre-bid meeting.
Meeting Location: The location of the pre-bid meeting.
Meeting Notes: Any notes about the pre-bid meeting.
Award: The date the Bid Package is intended to be awarded.
Work Start: The intended date for work to begin.
Work Complete: The intended date for work to be completed.
Bond Info: Information about the type of bond.
Scope of Work: The contract, including the description of the work, references to contract
documents, and references to inclusions, exclusions, and alternates
Goals: The percentage of work to be provided to each type of business enterprise.
Image BP 5
Image BP 6
Image BP 7
Image BP 8
You may interact with the Drawings & Specs grid in several ways:
To Download all Files linked to the Bid Package and linked Drawings & Specifications, click
the Get Files button. The linked files will be compiled into a ZIP archive which you may save
to your local computer.
To Download or View a file that has been linked to one of the Drawings & Specifications
records, first expand the row which you would like to download or view, then click the
Download or View link for the file which you would like to download or view.
For more information on the details of the Drawing & Specification Actual Documents, please see
―Actual Documents Tab‖, Section 5.13.3.
Image BP 10
Image BP 12
Image BP 14
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image BP 15
The Buyout Groups form contains three tabs: General, Buyout Items, and Attachments. In
addition, there are header fields located above the tabs.
Image BG 2
5.3.2 General
The General Tab contains general information for the Buyout Group.
Quantity: The quantity or number of units that make up the Buyout group or assembly.
Unit Price: The price for one unit.
UOM: The units for the quantity to which the Buyout group is measured.
Total Price: The calculated value of the Quantity multiplied by the Unit Price.
Image BG 3
Image BG 4
5.3.4 Attachments
Using the Attachments Tab you may view files linked to the buyout group. If you have the correct
security permissions, you can also download and save the attached file.
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image BG 5
The Buyout Groups form contains three tabs: Details, Scheduled Link, and Attachments. In
addition, there are header fields located above the tabs.
Image BI 2
5.4.2 Details
Specification Section: The specification section for the Buyout item.
Specification Subsection: The specification subsection for the Buyout item.
Buyout Group: If the Buyout item is associated with a Buyout group, the Buyout group is
displayed in this field.
Material Code: The material code for the Buyout item.
Part Number: The part number for the Buyout item.
Description: The detailed description of the Buyout item.
Notes: Any additional notes about the Buyout item.
Submittal Req’d: If checked, a Submittal is required for this Buyout item.
Testing Req’d: If checked, an equipment test is required for this Buyout item.
Est Quantity: The estimated quantity of the Buyout item.
Est Unit Price: The estimated price/cost per unit for the Buyout item.
Est Total Price: This field is calculated by multiplying the Est Quantity and Est Unit Price.
Bid Quantity: The bid quantity of the Buyout item.
Bid Unit Price: The bid price for one unit of the Buyout item.
Bid Total Price: This field is calculated by multiplying the Bid Quantity by the Bid Unit Price.
Image BI 3
Image BI 4
5.4.4 Attachments
Using the Attachments Tab you may view files linked to the buyout items. If you have the correct
security permissions, you can also download and save the attached file.
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image BI 5
The Change Order Requests form contains three tabs: General, Linked PCO’s, and
Attachments. In addition, there are header fields located above the tabs.
Image COR 2
Image COR 3
Image COR 4
5.5.4 Attachments
Using the Attachments Tab you may view files linked to the buyout group. If you have the correct
security permissions, you can also download and save the attached file.
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image COR 5
The Closeout form contains two tabs: General Info and Attachments. In addition, there are
header fields located above the tabs.
Image CL 1
Image CL 3
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image CL 4
The Contract Attachments form contains four tabs: General, Bid Packages, Contracts and
Attachments. In addition, there are header fields located above the tabs.
Image CA 2
5.7.2 General
The General tab contains general information about the contract attachment.
5.7.4 Contracts
Contract Number: The number assigned to the Contract.
Description: A brief description of the Contract.
Type: The type of contract, such as Prime Contract, Subcontract, or Purchase Order.
Rules: Indicates the rule to be applied. The options are:
o Controlled Total: Over-billing is not allowed.
o Uncontrolled Total: Over-billing is allowed, but the contract value does not change.
o Variable Total: Over-billing is allowed, and the contract value is automatically
increased by the amount the contract is over-billed.
o Uncontrolled with Fixed Cap: Over-billing per line item is allowed, but only up to the
contract amount. The scheduled value is not increased. A change order is required to
increase the contract amount.
Is Unit Price: If checked, the Contract is a unit price contract.
CSI Code: The CSI Code that applies to the majority of the work in the Contract.
Addenda: The numbers of any addenda that impact this contract or the bid package on
which this contract is based.
Exhibits: The name or number of any contracts exhibits that further clarify the scope of the
contract.
Reference: The number or name of any reference documents or materials, such as
specification section, a bid form, or a file.
Scope of Work: The scope of work for this contract.
Notes: Any notes about this contract.
General Retain Percent: The retain percentage to be applied to general work.
Stored Material Retain Percent: The retain percentage to be applied to stored materials.
Original Value: The original value of the contract.
Cost Change: Cost of approved changes for this contract.
Revised Value: The revised value of the contract.
To Company: The Company receiving the contract.
To Contact: The main contact at the Company receiving the contract.
To Signed By: The name of the person at the To Company who signs the contract.
To Signed By Title: The title of the person at the To Company who signs the contract.
From Company ID: The name of the company that issued the contract.
From Contact ID: The name of the main company contact at the From Company.
From Signed by: The name of the person at the From Company who signs the contract.
From Signed by Title: The title of the person at the From Company who signs in the
contract.
First Witness: The name of the first witness of the contract signing.
Second Witness: The name of the second witness of the contract signing.
Sign Block Comments: Any comments added to the signature block.
Required Date: The date by which you want the contract signed.
Contract Date: The date the contract was drawn up.
Issued Date: The date the contract was sent out to be signed.
Executed Date: The date all parties signed the contract and the contract became legal.
NTP: The date the contractor can start the work described in the contract.
Image CA 5
5.7.5 Attachments
Using the Attachments Tab you may view files linked to the closeout log record. If you have the
correct security permissions, you can also download and save the attached file.
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
The Contract Invoices form contains four tabs: Detailed Items, Financial Summary, Other
Information and Attachments. In addition, there are header fields located above the tabs.
Image CI 1
Image CI 2
Image CI 3
Image CI 4
5.8.5 Attachments
Using the Attachments Tab you may view files linked to the Contract Invoice record. These linked
files are related to the overall contract invoice and not to any individual contract items. If you have
the correct security permissions, you can also download and save the attached file.
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image CI 6
The Conversation Log form contains two tabs: General and Attachments. In addition, there are
header fields located above the tabs.
Image COL 1
Image COL 2
5.9.2 General
Company: The name of the company for the person logging the conversation.
Logged By: The name of the person logging the conversation.
Telephone: The telephone number of the person logging the conversation record.
Image COL 3
5.9.3 Attachments
Using the Attachments Tab you may view files linked to the conversation log record. If you have
the correct security permissions, you can also download and save the attached file.
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image COL 4
Image DD 1
Image DD 2
Temp 1 Time: Enter the time that the first temperature was recorded.
Temp 1 Value: Enter the temperature gauged at the first recording.
Temp 2 Time: Enter the time that the second temperature was recorded.
Image DD 3
Image DD 4
A. You can upload new documents in multiple ways. Select the Quick Upload… button
from the Attachments Tab, or select the Upload New… button from within the
attachments window. Either choice will display the File Upload window.
B. Select the Browse button.
C. Using the file browser dialog, navigate to the folder on your local machine from which
you would like to upload files.
D. Highlight one or more files and select the Open button to prepare the files for upload.
E. In the upload grid, you may enter a Number, Title, and Description for each file, if
desired.
F. Select the Upload button to being uploading the files.
G. When the upload is complete you will be notified and returned to the Attachments tab.
You may repeat steps A through F to upload additional files, or continue to Step 4 if you
would like to begin linking files.
H. To remove files from the upload grid, highlight the row and select the Remove button.
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
Image DD 5
Image DD 6
The Daily Details form contains two tabs: Daily Details and Daily Work. In addition, there are
header fields located above the tabs.
Temp 1 Time: Enter the time that the first temperature was recorded.
Temp 1 Value: Enter the temperature gauged at the first recording.
Temp 2 Time: Enter the time that the second temperature was recorded.
Temp 2 Value: Enter the temperature gauged at the second recording.
Temp 3 Time: Enter the time that the third temperature was recorded.
Temp 3 Value: Enter the temperature gauged at the third recording.
Weather Conditions: Enter the weather conditions on the jobsite for the daily details. You
may also use the buttons below the Weather Conditions to quickly enter common conditions.
Precipitation: Enter the amount of daily precipitation at the jobsite. The cumulative value
will be displayed in the read-only Cumulative Precip. Field.
Wind: Enter the wind direction and speed, if notable.
General Notes: Enter any notes related to the daily details record.
Visitors: Enter any visitors to the jobsite for the daily details record.
To Add a new company, highlight the New button. The new row will be added to the Daily
Work grid.
o Company: Select the company which performed the work. You may select a
company by entering the company‘s CompanyID into the text field, entering the
company‘s Name into the text field, or by using the company search button next to
the Company field.
o Crew: Select the crew which performed the work, if any. If crews have not been set
up for the selected Company, the value <N/A> will be placed in this box.
To Delete a row, highlight the row which you would like to delete and select the Delete
button. The row will be deleted when you Save the record.
Image DF 3
To Add a new row, highlight the New button. The new row will be added to the bottom of
the grid.
To Insert a new row, select the row where you would like to insert above and select the
Insert button. The new row will be added above the row which you have highlighted.
To Select a task, use the drop-down list in the Task cell to choose the task which you would
like to reference.
To Delete a row, highlight the row which you would like to delete and select the Delete
button. The row will be deleted when you Save the record.
To Edit a Manpower/Labor row, simply click on the cell which you would like to update.
To Add a new row, highlight the New button. The new row will be added to the bottom of
the grid.
To Insert a new row, select the row where you would like to insert above and select the
Insert button. The new row will be added above the row which you have highlighted.
To Delete a row, highlight the row which you would like to delete and select the Delete
button. The row will be deleted when you Save the record.
Image DF 5
Trade: Select the trade for the laborer from the drop-down list.
Classification: Select the classification for the laborer from the drop-down list.
Quantity: Enter the quantity of work performed by the laborer.
UOM: Enter the Unit of Measure which corresponds to the Quantity field. For instance, Man
Hours.
Notes: Enter any Notes related to the laborer.
Delete?: This checkbox will be checked if the row has been marked for deletion.
To Edit an equipment row, simply click on the cell which you would like to update.
To Add a new row, highlight the New button. The new row will be added to the bottom of
the grid.
To Insert a new row, select the row where you would like to insert above and select the
Insert button. The new row will be added above the row which you have highlighted.
To Delete a row, highlight the row which you would like to delete and select the Delete
button. The row will be deleted when you Save the record.
Equipment: Use the equipment drop-down list to select the type of equipment which was
used.
Quantity: Enter the quantity (per the UOM) for which the equipment was used. For
instance, if you are tracking equipment usage by the hour, you may enter ‗8‘ to record 8
hours.
UOM: Enter the Unit of Measure which corresponds to the Quantity field. For instance, Hrs.
Notes: Enter any Notes related to the usage of the equipment.
Delete?: This checkbox will be checked if the row has been marked for deletion.
Image DF 7
Note: The Document Management System File Search window will only display documents
which have already been uploaded to the system. If you need to upload one or more new
documents, use this sub-procedure before continuing to Step 4:
A. You can upload new documents in multiple ways. Select the Quick Upload… button
from the Attachments Tab, or select the Upload New… button from within the
attachments window. Either choice will display the File Upload window.
B. Select the Browse button.
C. Using the file browser dialog, navigate to the folder on your local machine from which
you would like to upload files.
D. Highlight one or more files and select the Open button to prepare the files for upload.
E. In the upload grid, you may enter a Number, Title, and Description for each file, if
desired.
F. Select the Upload button to being uploading the files.
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
Image DF 8
5. Once you have selected all of the files that you would like to link, use the Attach button to
link the files. The linked files will be added to the grid on the Attachments Tab, as shown in
Image DF 8.
Image DF 9
The Daily Work form contains four tabs: Work Description/Schedule, Manpower/Labor,
Equipment and Attachments. In addition, there are header fields located above the tabs.
Image DW 1
Note: When editing an existing Daily Work record, none of the fields in the Header may
be modified.
Image DW 2
Work Description: Enter a brief description of the work which was performed.
You may interact with the Schedule Link grid in several ways:
Image DW 3
To Edit a Manpower/Labor row, simply click on the cell which you would like to update.
To Add a new row, highlight the New button. The new row will be added to the bottom of
the grid.
To Insert a new row, select the row where you would like to insert above and select the
Insert button. The new row will be added above the row which you have highlighted.
To Delete a row, highlight the row which you would like to delete and select the Delete
button. The row will be deleted when you Save the record.
Image DW 4
Trade: Select the trade for the laborer from the drop-down list.
Classification: Select the classification for the laborer from the drop-down list.
Quantity: Enter the quantity of work performed by the laborer.
To Edit an equipment row, simply click on the cell which you would like to update.
To Add a new row, highlight the New button. The new row will be added to the bottom of
the grid.
To Insert a new row, select the row where you would like to insert above and select the
Insert button. The new row will be added above the row which you have highlighted.
To Delete a row, highlight the row which you would like to delete and select the Delete
button. The row will be deleted when you Save the record.
Image DW 5
Equipment: Use the equipment drop-down list to select the type of equipment which was
used.
Quantity: Enter the quantity (per the UOM) for which the equipment was used. For
instance, if you are tracking equipment usage by the hour, you may enter ‗8‘ to record 8
hours.
UOM: Enter the Unit of Measure which corresponds to the Quantity field. For instance, Hrs.
Cost Code: Select a Cost Code from the drop-down list which pertains to the usage of the
equipment.
Rate: Enter a billing rate for the equipment which was used, if applicable.
Notes: Enter any Notes related to the usage of the equipment.
Delete?: This checkbox will be checked if the row has been marked for deletion.
Image DW 6
Note: The Document Management System File Search window will only display documents
which have already been uploaded to the system. If you need to upload one or more new
documents, use this sub-procedure before continuing to Step 4:
A. You can upload new documents in multiple ways. Select the Quick Upload… button
from the Attachments Tab, or select the Upload New… button from within the
attachments window. Either choice will display the File Upload window.
B. Select the Browse button.
C. Using the file browser dialog, navigate to the folder on your local machine from which
you would like to upload files.
D. Highlight one or more files and select the Open button to prepare the files for upload.
E. In the upload grid, you may enter a Number, Title, and Description for each file, if
desired.
F. Select the Upload button to being uploading the files.
G. When the upload is complete you will be notified and returned the Attachments tab. You
may repeat steps A through F to upload additional files, or continue to Step 4 if you
would like to begin linking files.
H. To remove files from the upload grid, highlight the row and select the Remove button.
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
5. Once you have selected all of the files that you would like to link, use the Attach button to
link the files. The linked files will be added to the grid on the Attachments Tab, as shown in
Image DW 8.
Image DW 8
The Drawings & Specifications form contains three tabs: General, Actual Documents, and
Attachments. In addition, there are header fields located above the tabs.
Image D&S 2
Image D&S 3
To Edit an existing Actual Document, simply select the cell that you would like to modify
and make the necessary changes.
To Add a new Actual Document, highlight the New button. The new row will be added to
the bottom of the grid.
To Insert a new Actual Document, select the row where you would like to insert above and
select the Insert button. The new row will be added above the row which you have
highlighted.
To Delete an Actual Document, highlight the row which you would like to delete and select
the Delete button. The row will be deleted when you Save the record.
To Move an Actual Document up or down in the grid, select the document which you would
like to move and use the Down and Up buttons to move the document.
Image D&S 4
When creating or modifying an Actual Document you may use the following fields to define the
document:
Revision Date: Select a date for the revision from the date pop-up window, or type a date
into the text box.
Revision Number: Enter a revision number into the text box.
Bulletin: Select a bulletin from the drop-down list.
Percent Complete: Enter the percentage complete for the revision.
Status: Select a status from the drop-down list.
Category: Select a category from the drop-down list.
Package Reference: This is a read-only field which will auto-populate with the drawing
packages that the Actual Documents has been linked to.
Notes: Enter any notes regarding the actual document.
RFI Reference: This is a read-only field which will auto-populate with the RFIs that the
Actual Document has been linked to.
Rec’d Date: Select a received date for the Actual Document from the date pop-up window,
or type a date into the text box.
From Company: Select the company which sent the Actual Document. You may select a
company by entering the company‘s CompanyID into the text field, or by using the
company search button next to the From Company field.
Obsolete: Use this check box to indicate that the actual document is now obsolete.
Attach Files…: Use this button to link external files to an Actual Document.
Delete?: If you have marked a record for deletion, this check box will be checked.
Note: The Document Management System File Search window will only display documents
which have already been uploaded to the system. If you need to upload one or more new
documents, use this sub-procedure before continuing to Step 4:
A. Select the Upload New… button to display the File Upload window.
B. Select the Browse button.
C. Using the file browser dialog, navigate to the folder on your local machine from which
you would like to upload files.
D. Highlight one or more files and select the Open button to prepare the files for upload.
E. In the upload grid, you may enter a Number, Title, and Description for each file, if
desired.
F. Select the Upload button to being uploading the files.
G. When the upload is complete you will be notified and returned the Attachments tab. You
may repeat steps A through F to upload additional files, or continue to Step 4 if you
would like to begin linking files.
H. To remove files from the upload grid, highlight the row and select the Remove button.
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
Image D&S 5
Image D&S 6
Image D&S 7
Note: The Document Management System File Search window will only display documents
which have already been uploaded to the system. If you need to upload one or more new
documents, use this sub-procedure before continuing to Step 4:
A. You can upload new documents in multiple ways. Select the Quick Upload… button
from the Attachments Tab, or select the Upload New… button from within the
attachments window. Either choice will display the File Upload window.
B. Select the Browse button.
C. Using the file browser dialog, navigate to the folder on your local machine from which
you would like to upload files.
D. Highlight one or more files and select the Open button to prepare the files for upload.
E. In the upload grid, you may enter a Number, Title, and Description for each file, if
desired.
F. Select the Upload button to being uploading the files.
G. When the upload is complete you will be notified and returned the Attachments tab. You
may repeat steps A through F to upload additional files, or continue to Step 4 if you
would like to begin linking files.
H. To remove files from the upload grid, highlight the row and select the Remove button.
Image D&S 8
5. Once you have selected all of the files that you would like to link, use the Attach button to
link the files. The linked files will be added to the grid on the Attachments Tab, as shown in
Image D&S 9.
Image D&S 9
The drawing and specifications form contains one tab: General Info.
Number: Enter a number for the drawing or specification into the text box.
Title: Enter a title into the text box.
Type: Select the type of drawing or specification from the drop-down list.
Discipline: Select the discipline from the drop-down list.
Design Company: Select the company which designed the drawing or specification. You may
select a company by entering the company‘s CompanyID into the text field, or by using the
company search button.
Designer: Select the contact which designed the drawing or specification. You may select a
contact by entering the contact‘s ContactID into the text field, or by using the contact search
button. You may only select a contact from the Company which you have selected.
Section: Enter the section into the text box.
Size: Select the size from the drop-down list.
Scale: Enter the scale into the text box.
Revision Date: Select a date for the revision from the date pop-up window, or type a date
into the text box.
Revision Number: Enter a revision number into the text box.
Status: Select a status from the drop-down list.
Category: Select a category from the drop-down list.
General Notes: Enter any general notes regarding the drawing or specification.
To interact with these fields you may use the following buttons:
The grid at the bottom of the screen displays the list of drawing and specification items that have
been created for this form. You may interact with this grid using the buttons described above. In
addition, you may use the Attach Files… button to link documents to the individual drawing and
specification items.
A. Select the Upload New… button to display the File Upload window.
B. Select the Browse button.
C. Using the file browser dialog, navigate to the folder on your local machine from which
you would like to upload files.
D. Highlight one or more files and select the Open button to prepare the files for upload.
E. In the upload grid, you may enter a Number, Title, and Description for each file, if
desired.
F. Select the Upload button to being uploading the files.
G. When the upload is complete you will be notified and returned the Attachments tab. You
may repeat steps A through F to upload additional files, or continue to Step 4 if you
would like to begin linking files.
H. To remove files from the upload grid, highlight the row and select the Remove button.
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
Image D&SM 1
Image D&SM 1
Use the Drawing Packages form to create and track groups of drawings or specifications. For
example, you can group all conceptual drawings for a particular project, or plan submission
packages by phase or type to be used for acquiring a permit. Every drawing in your drawing
package is referenced from a corresponding Drawings and Specifications record.
The Drawing Packages form contains four tabs: General, Collaboration, Drawings and Specs,
and Attachments. In addition, there are header fields located above the tabs.
Image DP 1
Image DP 2
Author Package Number: Enter the package number assigned to the drawing package by
the author, if any.
Importance: Select the level of importance from the drop-down list.
Default Distribution List: Select the default distribution list from the drop-down list.
Percent Complete: Enter the percentage that the overall drawing package is complete.
Author Notes: Enter any author notes regarding the drawing package.
General Notes: Enter any general notes regarding the drawing package.
Image DP 3
To Edit an existing collaboration row, simply select the cell that you would like to modify
and make the necessary changes.
To Add a new collaboration row, select the New button. The new row will be added to the
bottom of the grid.
To Insert a new collaboration row, highlight the row where you would like to insert above
and select the Insert button. The new row will be added above the row which you have
highlighted.
To Delete a collaboration row, highlight the row which you would like to delete and select
the Delete button. The row will be deleted when you Save the record.
Image DP 4
When creating or modifying a collaboration row you may use the following fields to define the
collaboration:
From Company: Select the company which sent the drawing package for review. You may
select a company by entering the company‘s CompanyID into the text field, or by using the
company search button next to the From Company field. This field will auto-populate with
your company‘s name.
From Contact: Select the contact which sent the drawing package for review. You may
select a contact by entering the contact‘s ContactID into the text field, or by using the
contact search button next to the From Contact field. This field will auto-populate with your
name.
To Company: Select the company which will receive the drawing package for review. You
may select a company by entering the company‘s CompanyID into the text field, or by using
the company search button next to the From Company field.
To Contact: Select the contact which will receive the drawing package for review. You may
select a contact by entering the contact‘s ContactID into the text field, or by using the
contact search button next to the From Contact field.
Sent Date: Select a sent date for the collaboration row from the date pop-up window, or
type a date into the text box.
Due Date: Select a due date for the collaboration row from the date pop-up window, or
type a date into the text box.
Rec’d Date: Select a received date for the collaboration row from the date pop-up window,
or type a date into the text box.
Action: Select an action from the drop-down list. Typically this cell will contain the action
performed by the reviewer.
Comments: Enter any comments regarding the collaboration row. Typically this cell will
contain the reviewer‘s comments.
Action Required: Use this check box to indicate that action is required by the reviewer.
To Edit an existing drawing or specification link, simply select the row that you would like to
modify click the Edit button. The drawing and specification record will be displayed in a
pop-up window for editing.
To Add a new drawing or specification link, select the Add button.
To Insert a new drawing or specification link, select the row where you would like to insert
above and select the Insert button.
Note: When using the Add or Insert buttons, a pop-up search window will be displayed.
This search window will display a list of drawing & specification actual documents that
may be linked to the drawing package. You may use the filters at the top of the window
to filter the list of Actual Documents prior to selecting the Actual Document(s) to link.
Image DP 5 shows an example of this search window.
Image DP 5
To Delete a drawing or specification link, highlight the row which you would like to delete
and select the Delete button. The row will be deleted when you Save the record.
To Move an Actual Document up or down in the grid, select the document which you would
like to use and move the Down and Up buttons to move the document.
Image DP 6
For more information on the details of the Drawing & Specification Actual Documents, please see
―Actual Documents Tab‖, Section 5.13.3.
Image DP 7
Note: The Document Management System File Search window will only display documents
which have already been uploaded to the system. If you need to upload one or more new
documents, use this sub-procedure before continuing to Step 4:
A. You can upload new documents in multiple ways. Select the Quick Upload… button
from the Attachments Tab, or select the Upload New… button from within the
attachments window. Either choice will display the File Upload window.
B. Select the Browse button.
C. Using the file browser dialog, navigate to the folder on your local machine from which
you would like to upload files.
D. Highlight one or more files and select the Open button to prepare the files for upload.
E. In the upload grid, you may enter a Number, Title, and Description for each file, if
desired.
F. Select the Upload button to being uploading the files.
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
Image DP 8
5. Once you have selected all of the files that you would like to link, use the Attach button to
link the files. The linked files will be added to the grid on the Attachments Tab, as shown in
Image DP 9.
Image DP 9
The Events form can be used to add specific information about what is happening on the job site,
or the amount of work being performed by a company or crew. You can also use the Events form to
record general jobsite activities and incidents, such as inspections, plan conflicts, and weather
delays. For example, you can add the amount of concrete poured or soil excavated by a company
in one day.
The Events form contains two tabs: General and Attachments. In addition, there are header
fields located above the tabs.
Image EV 1
Image EV 2
Image EV 3
Image EV 4
Note: The Document Management System File Search window will only display documents
which have already been uploaded to the system. If you need to upload one or more new
documents, use this sub-procedure before continuing to Step 4:
A. You can upload new documents in multiple ways. Select the Quick Upload… button
from the Attachments Tab, or select the Upload New… button from within the
attachments window. Either choice will display the File Upload window.
B. Select the Browse button.
C. Using the file browser dialog, navigate to the folder on your local machine from which
you would like to upload files.
D. Highlight one or more files and select the Open button to prepare the files for upload.
E. In the upload grid, you may enter a Number, Title, and Description for each file, if
desired.
F. Select the Upload button to being uploading the files.
G. When the upload is complete you will be notified and returned the Attachments tab. You
may repeat steps A through F to upload additional files, or continue to Step 4 if you
would like to begin linking files.
H. To remove files from the upload grid, highlight the row and select the Remove button.
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
5. Once you have selected all of the files that you would like to link, use the Attach button to
link the files. The linked files will be added to the grid on the Attachments Tab, as shown in
Image EV 6.
Image EV 6
The Field Work Directive form contains two tabs: General and Attachments. In addition, there
are header fields located above the tabs.
Image FWD 2
To Company: The company that the Field Work Directive is being sent to.
Attention: The contact that the Field Work Directive is being sent to.
From Company: The company which created or sent the Field Work Directive.
By: The contact which created or sent the Field Work Directive.
Date: The date for the Field Work Directive.
Status: The Field Work Directive status.
Location: The location for the Field Work Directive.
Not to Exceed Cost: The currency value into the field which the change should not exceed.
Estimated Cost: The currency value into the field which the change is estimated to cost.
Actual Cost: The currency value into the field for the actual cost of the change.
Reference: Any references related to the Field Work Directive.
Description: The description for the Field Work Directive.
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image FWD 4
5.18 Hotlist
The Hotlist form can be used as a to-do list, keeping track of user‘s action items. Use this form to
create new to-do items, assign responsibility and due dates for items, track the status of items as
they progress, and follow up on items when they have been resolved.
The Hotlist form contains three tabs: General, Resolution, and Attachments. In addition, there
are header fields located above the tabs.
Image HL 2
Percent Complete: Use this field to track how complete the Hotlist item is. Enter a
percentage into the text field.
Complete Date: If the Hotlist item has been completed, select a Complete date for the
Hotlist item from the date pop-up window, or type a date into the text box.
Total Work: Enter the total work that has been performed on the Hotlist item. For example,
you may enter 1.5 hrs.
Resolution: If the Hotlist item has been resolved, enter the way in which the item was
resolved in the resolution text box.
Comments: Enter any comments you may have regarding the resolution of the Hotlist item.
Organization: If another organization or company helped resolve the Hotlist item, enter the
name of the organization or company in the Organization text box.
Responsible: If another person helped resolve the Hotlist item, enter the name of the person
in the Responsible text box.
Image HL 5
Note: The Document Management System File Search window will only display documents
which have already been uploaded to the system. If you need to upload one or more new
documents, use this sub-procedure before continuing to Step 4:
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
Image HL 6
5. Once you have selected all of the files that you would like to link, use the Attach button to
link the files. The linked files will be added to the grid on the Attachments Tab, as shown in
Image HL 7.
The Inspections & Tests form contains four tabs: General, Detailed Information, Checklist and
Attachments. In addition, there are header fields located above the tabs.
Image I&T 1
Image I&T 3
Image I&T 4
Image I&T 5
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image I&T 6
5.20 Issues
The Issues form is available within Insight as a read only form and may be used to view project-
related issues. An issue is any matter that you determine to have an impact on your project, such
as inclement weather, incomplete drawings or incorrect material.
The Issues form contains three tabs: General, Items and Attachments. In addition, there are
header fields located above the tabs.
Image IS 2
Image IS 4
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image IS 5
The Material Inventory form contains five tabs: General, PO Items, Delivery, Installation, and
Attachments. In addition, there are header fields located above the tabs.
Image MI 1
Image MI 2
UOM: The units in which the material is measured such as lineal feet, pound, inches, or each.
Average Unit Price:
Purchased (Quantity): Purchased quantity of the inventory item.
Delivered (Quantity): Quantity of the inventory item delivered to the jobsite.
Bal for Delivery (Quantity): Quantity of the inventory item that has been purchased but not
delivered.
Installed (Quantity): Quantity of the inventory item installed.
Bal For Install (Quantity): Quantity of the inventory item that has been purchased but not
installed.
Amount Purchased (Cost): Cost of the total purchased quantity.
Amount Delivered (Cost): Cost of the delivered quantity.
Bal for Delivery (Cost): Cost of the inventory quantity that has been purchased but not
delivered.
Amount Installed (Cost): Cost of the installed quantity.
Bal For Installation (Cost): Cost of the inventory quantity that has been purchased but not
installed.
Amount Invoiced: The amount of the material inventory item that has been paid for.
Balance for Payment: The remaining amount of payment due for the inventory item.
Notes: Any additional notes related to the inventory item.
Image MI 3
Image MI 4
5.21.4 Delivery
The PO Items Tab allows you to associate a purchase order item with the material inventory.
Image MI 5
Image MI 6
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image MI 7
The Meeting Minutes form contains five tabs: Meeting Items, Other Details, Attendees,
Courtesy Copies, and Attachments. In addition, there are header fields located above the tabs.
Image MM 2
To Edit an existing Meeting Item, simply select the cell that you would like to modify and
make the necessary changes.
To Add a new Meeting Item, select the New button. The new row will be added to the bottom
of the grid.
To Insert a new Meeting Item, select the row where you would like to insert above and select
the Insert button. The new row will be added above the row which you have highlighted.
To Delete a Meeting Item, highlight the row which you would like to delete and select the
Delete button. The row will be deleted when you Save the record.
To Move a Meeting Item up or down in the grid, select the row and use and move the Down
and Up buttons to move the document.
To Create a New Meeting based upon the current meeting set, select the Create New
Meeting button. You will have the option of carrying over all open meeting items to the new
meeting.
When creating or modifying a Meeting Item you may use the following fields to define the item:
Purpose of Meeting: Enter the reason of why the meeting was held.
General Notes: Enter any general notes regarding the meeting. These notes appear in the
headers of meeting minutes reports.
End Comments: Enter any comments regarding the meeting. These comments appear at the
bottom of meeting minutes reports.
Location of Meeting: Enter where the meeting was held.
Next Location of Meeting: Enter where the next meeting in this set will be held.
Next Meeting Date: Enter the date on which the next meeting in this set is scheduled.
Next Meeting Time: Enter the time of day the next meeting in this set is scheduled.
Prepared By: Select the person who logged this meeting. You may select a contact by
entering the contact‘s ContactID into the text field, or by using the contact search button. You
may only select a contact from the Company which you have selected.
Image MM 4
To Edit an existing contact, simply select the cell that you would like to modify and make the
necessary changes.
To Add a new contact select the New button. The new row will be added to the bottom of the
grid. You may select a company by entering the CompanyID into the text field or by using the
company search button next to the company field. The default contact will be selected. You
may select a contact by entering the ContactID into the text field, or by using the contact
search button next to the contacts field.
To select a contact from the company or contact search window, use the New button.
To Delete an attendee, highlight the row which you would like to delete and select the
Delete button. The row will be deleted when you Save the record.
Image MM 5
When creating or modifying an Attendee you may use the following fields to define the item:
To Edit an existing contact, simply select the cell that you would like to modify and make the
necessary changes.
To Add a new contact select the New button. The new row will be added to the bottom of the
grid. You may select a company by entering the CompanyID into the text field or by using the
company search button next to the company field. The default contact will be selected. You
may select a contact by entering the ContactID into the text field, or by using the contact
search button next to the contacts field.
To select a contact from the company or contact search window, use the New button.
To Delete a person, highlight the row which you would like to delete and select the Delete
button. The row will be deleted when you Save the record.
Image MM 6
When creating or modifying a Courtesy Copies record you may use the following fields to define the
item:
Company: Select a company for the attendee. You may select a company by entering the
CompanyID into the text field, or by using the company search button next to the company
field.
Contact: Select a contact for the attendee. You may select a contact by entering the
ContactID into the text field, or by using the contact search button next to the contact field.
Location: This field is read-only. The location for each contact is displayed when the contact
is selected.
Notes: You may enter notes in this text field.
Copies: You may indicate the number of copies each person should receive.
Delete?: If you have marked a record for deletion, this check box will be checked.
Image MM 7
Note: The Document Management System File Search window will only display documents
which have already been uploaded to the system. If you need to upload one or more new
documents, use this sub-procedure before continuing to Step 4:
A. You can upload new documents in multiple ways. Select the Quick Upload… button
from the Attachments Tab, or select the Upload New… button from within the
attachments window. Either choice will display the File Upload window.
B. Select the Browse button.
C. Using the file browser dialog, navigate to the folder on your local machine from which
you would like to upload files.
D. Highlight one or more files and select the Open button to prepare the files for upload.
E. In the upload grid, you may enter a Number, Title, and Description for each file, if
desired.
F. Select the Upload button to being uploading the files.
G. When the upload is complete you will be notified and returned the Attachments tab. You
may repeat steps A through F to upload additional files, or continue to Step 4 if you
would like to begin linking files.
H. To remove files from the upload grid, highlight the row and select the Remove button.
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
5. Once you have selected all of the files that you would like to link, use the Attach button to
link the files. The linked files will be added to the grid on the Attachments Tab, as shown in
Image MM 9.
Image MM 9
The Notices to Comply Form is available within Insight as a read only form and may be used to
view the notices to comply. Use the Notices to Comply form to view sent notices to contractors
directing the contractors to comply with your instructions. Notices to comply can be issued for poor
workmanship, correction notices or any unfulfilled contractual obligations.
The purpose of the Notices to Comply form is for you, the issuer, to have documented proof that
you have informed the contractors that they are in violation of project rules, contract documents,
or any other document that instructs the contractors to perform in a specific manner. This
documented proof may be admissible in court.
The Notices to Comply form contains two tabs: General and Attachments. In addition, there are
header fields located above the tabs.
Image NTC 1
Image NTC 2
To Company: The company to which you are sending the notice to comply.
Attention: The contact to whom you are sending the notice to comply.
From Company: The company issuing the notice to comply
Authored By: The contact issuing the notice to comply.
Status: The status of the notice to comply
Location: The location where the contractor needs to correct or complete work.
Reference: Reference to any files, documents or records containing information about the
notice to comply.
Details and Actions Required: The details of the notice and the instructions you expect the
contractor to carry out.
Follow Up Notes: Any notes or details about the action taken by the contractor regarding
the notice to comply
Follow Up: This box will be checked if follow up is required.
Due By: The date by which the follow-up needs to be completed
Done On: The date by which the follow-up was completed
Image NTC 3
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image NTC 4
The Potential Change Order form contains three tabs: General Info, Detailed Items, and
Attachments. In addition, there are header fields located above the tabs.
Image PCO 1
Image PCO 2
Image PCO 3
Image PCO 4
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected
Image PCO 5
The punch list form contains two tabs: General Info and Attachments.
Number: Enter a number for the punch list item. This number will be auto-generated when
you are creating a new record. You may use the Next button to automatically get the next
available record number, if necessary. If you are editing an existing record, this field will be
read-only.
Responsible Company: Select the responsible company for the punch list item. You may
select a company by entering the company‘s CompanyID into the text field, entering the
Image PL 2
Note: The Document Management System File Search window will only display documents
which have already been uploaded to the system. If you need to upload one or more new
documents, use this sub-procedure before continuing to Step 4:
A. You can upload new documents in multiple ways. Select the Quick Upload… button
from the Attachments Tab, or select the Upload New… button from within the
attachments window. Either choice will display the File Upload window.
B. Select the Browse button.
C. Using the file browser dialog, navigate to the folder on your local machine from which
you would like to upload files.
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
Image PL 3
5. Once you have selected all of the files that you would like to link, use the Attach button to
link the files. The linked files will be added to the grid on the Attachments Tab, as shown in
Image PL 4.
Authored By: This field will default to your name and may not be changed.
Author Company: This field will default to your company and may not be changed.
Area 1: Select the Area 1 location for the punch list item.
Area 2: Select the Area 2 location for the punch list item.
Area 3: Select the Area 3 location for the punch list item.
Inspected: Select the Inspected date or enter the date into the field.
The fields below the ‗New Record Area‘ allow you to define the individual Punch List items. To
interact with these fields you may use the following buttons:
Area 4: Select the Area 4 location for the punch list item.
Area 5: Select the Area 5 location for the punch list item.
Responsible Company: Select the responsible company for the punch list item. You may
select a company by entering the company‘s CompanyID into the text field, entering the
company‘s name into the text field, or by using the company search button next to the
Responsible Company field.
Contact: Select the responsible contact for the punch list item. You may select a contact by
entering the contact‘s ContactID into the text field, entering the contact‘s name into the text
field, or by using the contact search button next to the Responsible Contact field.
The grid at the bottom of the screen displays the list of punch list items that have been created for
this form. You may interact with this grid using the buttons described above. In addition, you may
use the Attach Files… button to link documents to the individual punch list items.
Note: The Document Management System File Search window will only display documents
which have already been uploaded to the system. If you need to upload one or more new
documents, use this sub-procedure before continuing to Step 4:
A. Select the Upload New… button to display the File Upload window.
B. Select the Browse button.
C. Using the file browser dialog, navigate to the folder on your local machine from which
you would like to upload files.
D. Highlight one or more files and select the Open button to prepare the files for upload.
E. In the upload grid, you may enter a Number, Title, and Description for each file, if
desired.
F. Select the Upload button to being uploading the files.
G. When the upload is complete you will be notified and returned the Attachments tab. You
may repeat steps A through F to upload additional files, or continue to Step 4 if you
would like to begin linking files.
H. To remove files from the upload grid, highlight the row and select the Remove button.
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
5. Once you have selected all of the files that you would like to link, use the Attach button to
link the files.
Image MPL 2
The Request for Information form contains six tabs: General Info, Notes, Contract Drawings,
Collaboration, Impact, Courtesy Copies, and Attachments. In addition, there are header
fields located above the tabs.
Image RFI 1
Image RFI 2
Image RFI 4
You may interact with the contract drawings grid in several ways:
Image RFI 5
To Edit a drawing or specification, highlight the row which you would like to edit and select
the Edit button.
To Delete a drawing or specification, highlight the row which you would like to delete and
select the Delete button. The row will be deleted when you Save the record.
To Move an Actual Document up or down in the grid, select the document which you would
like to use and use the Down and Up buttons to move the document.
To retrieve any documents that are linked to the drawings and specifications document, select
the Get Files button.
Image RFI 6
To Edit an existing collaboration row, simply select the cell that you would like to modify and
make the necessary changes.
To Add a new collaboration row, select the New button. The new row will be added to the
bottom of the grid.
Image RFI 7
When creating or modifying a collaboration row you may use the following fields to define the
collaboration:
From Company: Select the company which sent the RFI for review. You may select a
company by entering the company‘s CompanyID into the text field, or by using the company
search button next to the From Company field. This field will auto-populate with your
company‘s name.
From Contact: Select the contact which sent the RFI for review. You may select a contact by
entering the contact‘s ContactID into the text field, or by using the contact search button next
to the From Contact field. This field will auto-populate with your name.
To Company: Select the company which will receive the RFI for review. You may select a
company by entering the company‘s CompanyID into the text field, or by using the company
search button next to the From Company field.
To Contact: Select the contact which will receive the RFI for review. You may select a
contact by entering the contact‘s ContactID into the text field, or by using the contact search
button next to the From Contact field.
Date Sent: Select a sent date for the collaboration row from the date pop-up window, or type
a date into the text box.
Date Received: Select a received date for the collaboration row from the date pop-up
window, or type a date into the text box.
Action: Use this check box to indicate that action is required.
Dunning Letter: Use this check box to indicate that the record should be included in a
dunning letter.
Sent For: Select the reason for sending the RFI to the reviewer.
Sent Via: Select the method by which the RFI was sent to the reviewer.
Comments: Enter any comments regarding the collaboration row.
Delete?: If you have marked a record for deletion, this check box will be checked.
Image RFI 8
You may interact with the courtesy copies grid in several ways:
To Edit an existing courtesy copy row, simply select the cell that you would like to modify and
make the necessary changes.
To Add a new courtesy row, select the New button. The new row will be added to the bottom
of the grid.
To Delete a courtesy copies row, highlight the row which you would like to delete and select
the Delete button. The row will be deleted when you Save the record.
When creating or modifying a courtesy copies row you may use the following fields to define the
collaboration:
Company: Select the company which the courtesy copy will be sent. You may select a
company by entering the company‘s CompanyID into the text field, entering the company‘s
name into the text field, or by using the company search button next to the Company field.
Contact: Select the contact which the courtesy copy will be sent. You may select a contact by
entering the contact‘s ContactID into the text field, entering the contact‘s name into the text
field, or by using the contact search button next to the Contact field.
Location: Auto-filled when the contact is selected. The location associated with the contact in
Prolog® will be used.
Notes: Enter any notes for the courtesy copy recipient in the text box.
Copies: Enter the number of copies sent to the recipient.
Delete?: Denotes courtesy copies row has been marked for deletion. The row will be deleted
when you Save the record.
Image RFI 10
Note: The Document Management System File Search window will only display documents
which have already been uploaded to the system. If you need to upload one or more new
documents, use this sub-procedure before continuing to Step 4:
A. You can upload new documents in multiple ways. Select the Quick Upload… button
from the Attachments Tab, or select the Upload New… button from within the
attachments window. Either choice will display the File Upload window.
B. Select the Browse button.
C. Using the file browser dialog, navigate to the folder on your local machine from which
you would like to upload files.
D. Highlight one or more files and select the Open button to prepare the files for upload.
E. In the upload grid, you may enter a Number, Title, and Description for each file, if
desired.
F. Select the Upload button to being uploading the files.
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
Image RFI 11
5. Once you have selected all of the files that you would like to link, use the Attach button to
link the files. The linked files will be added to the grid on the Attachments Tab, as shown in
Image RFI 12.
Image RFI 12
The Safety Notice form contains three tabs: General, Detailed Information and Attachments.
In addition, there are header fields located above the tabs.
Image SN 1
Image SN 2
To Company: The company that the Safety Notice is being sent to.
Attention: The contact that the Safety Notice is being sent to.
From Company: The company which created or sent the Safety Notice.
Authored By: The contact which created or sent the Safety Notice.
Status: The Safety Notice status.
Time: The time of the Safety violation.
Category: The Safety Notice category.
Image SN 3
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image SN 5
The Submittal Packages form contains four tabs: General, Package Items, Package Reviewers,
and Attachments. In addition, there are header fields located above the tabs.
Note: When you select a CSI Code from the drop-down list you will be prompted to
update the Trade field. If you select OK, the Trade field will be populated with the
description of the selected CSI Code.
Image SP 2
Author Company: Select the submittal package‘s author company. You may select a
company by entering the company‘s CompanyID into the text field, or by using the company
search button next to the From Company field. This field will auto-populate with your
company‘s name when creating a new submittal package.
Contact: Select the submittal package‘s author contact. You may select a contact by entering
the contact‘s ContactID into the text field, or by using the contact search button next to the
From Contact field. This field will auto-populate with your name when creating a new
submittal package.
Author Package Number: Enter the package number assigned to the drawing package by
the author, if any.
Trade: Enter the trade into the text box. This field will auto-populate when you select a CSI
Code in the Number field.
Importance: Select the level of importance from the drop-down list.
Miscellaneous Package Notes: Enter any miscellaneous notes regarding the submittal
package.
Reviewer’s General Comments: Enter any reviewer‘s comments related to the submittal
package.
Image SP 3
You may interact with the package items grid in several ways:
1. Select the cell which you would like to edit and make the required changes.
2. Select the row which you would like to edit and press the Edit… button. The form view
will open for the selected submittal register item, where you may make the required
changes.
1. Select the Add or Insert button. A new row will be added to the grid. You may
update the record directly in the grid. When you Save the Submittal Package, any
submittal register items that you add in this manner will be created as new Submittal
Register items.
2. Select the Add Submittals… button. A pop-up search window will be displayed. Use
this window to select the submittal register items which you would like to add to the
submittal package. Image SP 4 shows an example of this search window.
Image SP 4
To Delete a submittal register item, highlight the row which you would like to delete and
select the Delete button. The row will be deleted when you Save the record.
To Move a submittal register item up or down in the grid, select the item which you would
like to move and use the Down and Up buttons to move the document.
Image SP 5
For more information on the details of Submittal Register items, please see ―Submittal Register‖,
Section 5.30.
To Edit an existing reviewer row, simply select the cell that you would like to modify and
make the necessary changes.
To Add a new reviewer row, select the New button. The new row will be added to the bottom
of the grid.
To Insert a new reviewer row, select the row where you would like to insert above and select
the Insert button. The new row will be added above the row which you have highlighted.
To Delete a reviewer row, highlight the row which you would like to delete and select the
Delete button. The row will be deleted when you Save the record.
Image SP 6
When creating or modifying a reviewer row you may use the following fields to define the
collaboration:
From Company: Select the company which sent the submittal package for review. You may
select a company by entering the company‘s CompanyID into the text field, or by using the
Image SP 7
Note: The Document Management System File Search window will only display documents
which have already been uploaded to the system. If you need to upload one or more new
documents, use this sub-procedure before continuing to Step 4:
A. You can upload new documents in multiple ways. Select the Quick Upload… button
from the Attachments Tab, or select the Upload New… button from within the
attachments window. Either choice will display the File Upload window.
B. Select the Browse button.
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
Image SP 8
5. Once you have selected all of the files that you would like to link, use the Attach button to
link the files. The linked files will be added to the grid on the Attachments Tab, as shown in
Image SP 9.
The Submittal Register form contains two tabs: General and Attachments. In addition, there are
header fields located above the tabs.
Image SR 1
Image SR 2
Specification Section: Enter the specification section for the submittal register item based
on the project specifications.
Specification Subsection: Enter the specification subsection for the submittal register item
based on the project specifications.
Responsible Company: Select the company which is responsible for the submittal register
item. You may select a company by entering the company‘s CompanyID into the text field, or
by using the company search button next to the Responsible Company field.
Supplier: Enter the supplier into the text box.
Type: Select the submittal register type from the drop-down list.
Action: Select the submittal register action from the drop-down list.
Action Logged By: Select the contact which performed the selected action. You may select a
contact by entering the contact‘s ContactID into the text field, or by using the contact search
button next to the Action Logged By field.
Submittal Package/Item: This read-only field will display the submittal package that the
submittal register item has been linked to, if any. In addition, the items actual number within
the package will be displayed.
Notes: Enter any notes regarding the submittal register item.
Task Name: Select the task you want to link to the submittal register item. You may select a
task by entering the TaskID into the text field, or by using the task search button next to the
Task Name to open the Task Search window.
Type: In the Task Search window, select the Date Type for the task.
Task Date: In the Task Search window, select the task date.
Calc Date: Select a Calc date for the submittal register item from the date pop-up window, or
type a date into the text box.
Do not recalculate Due Date: Select the checkbox if you do not want future changes in the
linked Schedule Task record to affect your item's due date.
Approval (Lead Times): Enter the number of days required for Approval of the Submittal
Register item.
Fabrication (Lead Times): Enter the number of days required for Fabrication of the Submittal
Register item.
Delivery (Lead Times): Enter the number of days required for Delivery of the Submittal
Register item.
Image SR 3
Note: The Document Management System File Search window will only display documents
which have already been uploaded to the system. If you need to upload one or more new
documents, use this sub-procedure before continuing to Step 4:
A. You can upload new documents in multiple ways. Select the Quick Upload… button
from the Attachments Tab, or select the Upload New… button from within the
attachments window. Either choice will display the File Upload window.
B. Select the Browse button.
C. Using the file browser dialog, navigate to the folder on your local machine from which
you would like to upload files.
D. Highlight one or more files and select the Open button to prepare the files for upload.
E. In the upload grid, you may enter a Number, Title, and Description for each file, if
desired.
F. Select the Upload button to being uploading the files.
G. When the upload is complete you will be notified and returned the Attachments tab. You
may repeat steps A through F to upload additional files, or continue to Step 4 if you
would like to begin linking files.
H. To remove files from the upload grid, highlight the row and select the Remove button.
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
5. Once you have selected all of the files that you would like to link, use the Attach button to
link the files. The linked files will be added to the grid on the Attachments Tab, as shown in
Image SR 6.
Image SR 6
The Submittal Transmittal form contains four tabs: General, Detailed Items, Courtesy Copies,
and Attachments. In addition, there are header fields located above the tabs.
Image ST 2
Attention: The contact which the submittal transmittal is being sent to.
Company: The company which the submittal transmittal is being sent to.
Address: The Address which the Submittal Transmittal is being sent to.
Transmitted By: The contact which sent the submittal transmittal.
Company: The company which sent the submittal transmittal.
Address: The Address which the Submittal Transmittal is being sent to.
Package Action: The submittal package action.
Package Quantity: The number (copies) of the submittal package included in the submittal
transmittal.
Due Date: The Due Date for the submittal register item.
Transmitted For: The reason that the submittal package was transmitted.
Delivered Via: The method that the submittal package was delivered.
Trade: The submittal package‘s trade in the text box.
Image ST 3
Image ST 4
For more information on the details of Submittal Register items, please see ―Submittal Register‖,
Section 5.30.
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image ST 6
5.32 Task
The Task form allows you to create new tasks for your project or import and edit existing tasks
from your project schedule.
The Task form contains two tabs: General and Attachments. In addition, there are header fields
located above the tabs.
Image T 2
Image T 3
Image T 4
Note: The Document Management System File Search window will only display documents
which have already been uploaded to the system. If you need to upload one or more new
documents, use this sub-procedure before continuing to Step 4:
A. You can upload new documents in multiple ways. Select the Quick Upload… button
from the Attachments Tab, or select the Upload New… button from within the
attachments window. Either choice will display the File Upload window.
4. On the right side of the screen, select the files that you would like to link. To select a file,
simply click on the check box in the Name column which corresponds with the file that you
would like to link and the file will be added to the grid. You may select one or more files
from multiple folders. To remove a file from the grid, simply select the delete button marked
by an X.
Image T 5
5. Once you have selected all of the files that you would like to link, use the Attach button to
link the files. The linked files will be added to the grid on the Attachments Tab, as shown in
Image T 6.
5.33 Transmittals
The Transmittals form is available within Insight as a read only form and may be used to track any
form of communication that is related to the project. You may also use this form to create
Transmittal Cover Sheets for official communication.
The Transmittals and Correspondence form contains five tabs: General, Detailed Items,
Courtesy Copies, Acknowledgement and Attachments. In addition, there are header fields
located above the tabs.
Image T&C 1
Image T&C 2
Transmitted By: The contact which sent the transmittal or correspondence record.
Company: The company which sent the transmittal or correspondence record.
Address: The Address which the transmittal or correspondence record is being sent to.
Attention: The contact which the transmittal or correspondence record is being sent to.
Company: The company which the transmittal or correspondence record is being sent to.
Address: The Address which the transmittal or correspondence record is being sent to.
Package Transmitted For: The reason that the transmittal or correspondence record was
transmitted.
Delivered Via: The method that the transmittal or correspondence record was delivered.
Tracking Number: If the submittal package was delivered using a method that includes a
tracking number it will be displayed in this field.
Remarks: Any remarks for the submittal transmittal in the text box.
Image T&C 4
Item Number: The number for the detailed item into the text box.
Quantity: The quantity for the detailed item. The quantity indicates how many copies of the
item were included with the transmittal or correspondence record.
Item: The label for the detailed item.
Reference: Any references for the detailed item.
Description: The description of the detailed item.
Notes: Any notes related to the detailed item.
Status: The status for the detailed item.
Image T&C 5
5.33.5 Acknowledgement
The acknowledgement tab may be used to track if acknowledgement of the record is required, and
if so, whether or not the record has been acknowledged. The following fields may be used to track
acknowledgement on this tab:
Sel Highlighted: Checks the Sel check box for the highlighted row or rows.
Get Selected: Allows you download or save the file for the rows that have been selected.
Image T&C 7
Meridian Support Services is committed to offering timely, thorough and efficient resolutions to
your installation and operation issues in accordance with your Meridian Support Contract. Our
Technical staff is available to you during normal service hours of 5 am to 5 pm M-F PST. To
receive the best support possible, be sure to review the Meridian Support Services Handbook.
E-Mail: prologsupport@meridiansystems.com