Prolog Converge

Field Administration
Version 9.9
October 2016
Training Manual
Legend
The following symbols are used in this training.
Important
Indicates an important concept, step, or caution.
Tip
A shortcut or time-saving tip.
Note
Additional information or situation users may encounter.
Trademarks
© Copyright 2016 Trimble. All rights reserved. Modelogix, Winest, Prolog, Proliance, Vico,
Vico Office, Meridian Systems and Prolog Sky are registered trademarks of Trimble in the
United States and other countries. The names and logos of other companies mentioned herein
may be trademarks of their respective owners. This document is for informational purposes
only. Trimble makes no warranties, expressed or implied, in this document.
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Images and are being used with permission under license.
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Training Manual
Table of Contents
Legend 2
1 About Prolog Converge 5

2 About This Course 6
3 Course Objectives 7
4 Personas 8
Access and Navigation 11
1 Overview 12
2 Accessing Prolog Converge 13
3 Prolog Converge Menus and Navigation 15
4 Prolog Converge Web Areas 19
5 Portfolio 21
6 Project 22
7 Insight 28
8 Reports 31
9 Prolog Converge Help 38
10 Access & Navigation Review Questions 40
Daily Construction Report, Notices to Comply, Safety Notices & Field Work Directives 43
1 Daily Construction Reports Overview 44
2 Creating Daily Work Journal 45
3 Adding an Event 48
4 Entering Daily Details – Weather and Visitors 50
5 Daily Construction Reports 52
6 Daily Field Report 54
7 Notices to Comply Overview 57
8 Creating a Notice to Comply 58
9 Reviewing a Notice to Comply Report 59
10 Safety Notices Overview 61
11 Creating a Safety Notice 62
12 Reviewing Safety Notices Reports 64
13 Field Work Directives Overview 66
14 Creating a Field Work Directive 67
15 Reviewing Field Work Directive Reports 69
16 Daily Work Journal Review Questions 71
Inspections and Tests 73
1 Inspections and Tests Overview 74
2 Scheduling Inspections & Tests 75
3 Logging Inspection and Test Results 77
4 Creating a Quality Control Checklist 79
5 Inspections & Tests Reports 81
6 Inspections and Tests Review Questions 83
Material Inventory 85
1 Material Inventory Overview 86
2 Create a Material Inventory Record and Link it to a Purchase Order 87
3 Tracking Delivery and Installation of Material Items 89
4 Material Inventory Reports 92
5 Material Tracking Review Questions 94
Punch Lists 97
1 Punch List Overview 98
October 2016 © 2015 Trimble Buildings Copyright Page 3 of 117

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2 Creating a Punch List Record 99

3 Creating Multiple Punch List Records 101
4 Punch List Reports 104
5 Punch List Review Questions 106
Material Tracking 109
1 Material Tracking Overview 110
2 Material Tracking Dashboard 111
3 Material Tracking Record 112
4 Material Packages 114
5 Material Types 115

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1 About Prolog Converge

Prolog® Converge is a documentation control software program designed to manage projects
for the construction industry. Prolog Converge brings value by helping to:
l Control project costs
l Streamline your paperwork
l Organize the details of your projects
Since the program closely follows construction industry terminology, processes, and forms,
Prolog Converge enables you to concentrate on your project without the hassles of shuffling
paperwork. Any member of the project team can use Prolog Converge to automate everyday
management functions and tracking of projects from design to close out. Prolog Converge
enables multi-project control of procurement, cost controlling, document management, col-
laboration, and field management within a single application.

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2 About This Course

The content of Prolog training course is designed to provide you with the information neces-
sary to perform daily tasks within Prolog. You do not need prior experience using Prolog or
any other project management software. A basic familiarity with the standard features of
Microsoft Windows® based computer applications are the only prerequisite for this course.
This course is offered for Prolog Manager and Prolog Converge. A basic familiarity with the
standard features of Microsoft Windows® based computer applications are the only pre-
requisite for the Prolog Manager course. A basic familiarity with the standard features of web
based applications is the only prerequisite for the Prolog Converge course.
This training manual has been designed to acquaint you with navigation and functionality of
Prolog then emulate the progression of a construction project. You will learn concepts and pro-
cedures by performing common construction industry tasks. The tasks are broken into short,
easy-to-understand segments.
This training manual is best used with Prolog 9 or higher.

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3 Course Objectives
This course is a combination of lecture, demonstration, hands-on exercises and discussion of
how concepts and features learned will apply to you and your company. We will be using the
Prolog Sample Database and Downtown Medical Center project for all exercises.
Upon completion of this Prolog Converge course, you will be able to perform routine oper-
ations as well as working smarter to apply filters or queries to reports or records using the fol-
lowing Field Admin functions. You will understand how they are utilized as it relates to getting
your work done with relevant real world scenarios.
The following is a brief description of functionalities available in Field Admin:
l Daily Details – Log the Weather for your project and Visitors to the site
l Daily Work Journal – Track Manpower/labor, detail work descriptions, link to
schedule tasks and track equipment on the project
l Events – Track special events cumulatively for the project from pouring concrete to
accidents and strikes
l Field Work Directives – Track field directed work for contractors or vendors to
expedite or correct work.
l Inspections and Tests – Create a checklist for systems to be inspected, track and
schedule upcoming inspections and log test results of inspections or tests
l Material Inventory – track where your materials are stored and the quantity and
cost of the materials purchased, delivered and installed
l Notices to Comply – Send Notices to Comply for poor workmanship or non-con-
forming materials, keep a log of all notices that have been sent
l Punch List – Track each punch list item, from the initial inspection to the final sign-
off, assign values to outstanding items and use the Punch List Wizard to quickly close or
sign-off on completed items
l Safety Notices – The Safety Notices form is used to notify contractors of safety
violations committed on the jobsite and to enter accident report information.
In addition, you will learn:

l Tips and Shortcuts for “ease of use” and navigation
l Technical Bulletin references supporting Field Admin
l Quick Reference Guides supporting Field Admin
What are your goals for this course?

l

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4 Personas
The following personas are used throughout the Field Admin course hands on exercises so that
students can role play in the scenarios.
Mike Sears
Site Supervisor (Primary)
Michael is responsible for all of the daily construction activities at Lake-
wood construction sites. He schedules contractors, coordinates deliv-
ery of material and equipment. He manages overall changes and
resolves issues arising throughout the construction process. He main-
tains close contact with the project management team and contractors
to ensure the project is kept on track.
User Name: Mike Sears Password: fred
Tom Mancini
Document Manager (Primary)
Tom is part of the project team. His mandate is to ensure that the
latest drawings are all updated, tracked and provided to the right
people. He is responsible for thousands of drawings and the con-
struction team depends on his team for the proper drawings.
User Name: Tom Mancini Password: fred

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Training Manual
Table of Contents
Related Topics:
Access and Navigation 11
1 Overview 12
2 Accessing Prolog Converge 13
3 Prolog Converge Menus and Navigation 15
4 Prolog Converge Web Areas 19
5 Portfolio 21
6 Project 22
7 Insight 28
8 Reports 31
9 Prolog Converge Help 38
10 Access & Navigation Review Questions 40

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Access and Navigation

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1 Overview
Prolog Converge is hosted on an application web server. All Prolog Converge functionality is
accessible through a web browser.
Business Value
n From an Internet connection, users have access to complete and
accurate project information and reports—anytime, anywhere.
n Prolog Converge connects project team members to one another and
to the images, documents, and database information they need—all
in real time.
n The robust workflow process in Prolog Converge helps eliminate com-
munication problems by enabling users to share design drawings, job-
site photos, project schedules and more than 400 standard reports
n This directly improves document control—streamlining the review pro-
cess, easily tracking revisions, and storing master files.
Training Objectives
Upon completion of this Prolog Converge - Navigation module, you will be able to:
n Log on and log off

n Navigate the Prolog Converge User Interface
n Access Prolog Converge Help

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2 Accessing Prolog Converge

The process of logging on to and logging off of Prolog Converge databases is very similar to
that of Prolog Manager’s. To access data, you identify yourself to Prolog Converge. Prolog Con-
verge then verifies your security permissions through Prolog Manager’s Security Manager
before opening the database through Prolog Converge.
1. Open an Internet Explorer browser.

2. Type the site address where the Prolog data resides. If you are running Prolog Con-
verge locally on your computer, the default address is http://-
localhost/PrologConverge/WebClient
Prolog Converge Login Page
3. In the User Name field, type: John Simpson (or a user name provided by your Prolog
Converge administrator).
4. In the Password field type: fred (or a password provided by your Prolog Converge
administrator).
5. Click Log In.
A Portfolio area appears which lists the project to which you have security access.
6. Click the Enter button for the Project you wish to access.

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Portfolio Area
7. When you are finished with the project data, simply click Logout to return to the log in
screen.
Note
To maintain security, always log off Prolog Converge, rather than simply clos-
ing your browser.

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3 Prolog Converge Menus and Navigation

The Prolog Converge interface is dynamic. Its appearance changes, depending on the data
view currently displayed.
Prolog Converge Menus

The Prolog Converge menus and views provide shortcuts to common tasks needed in a web-
based environment:
l Area Menu — Move between areas such at your current project, Reports and Insight
l Portfolio Area — displays a list of projects to which you have access
l Projects Area — displays project data
l Insight Area — displays a dashboard of your project data across portfolios
l Reports Area — displays a list of reports to which you have access
l Logged on User Name — displays the name of the logged on user
l Logout — logs you out of Prolog Converge and returns you to the login screen
l View Name — displays the name of the view currently selected in the Left Navigation
Bar
l View Menu — Select a view or create various types of records
l Navigation Trail— Switch to a different record type or view
l Help — accesses the Prolog Converge online Help system
Menu and Navigation Bars

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Logout Link
Views
In Prolog Converge, Views represent a pre-defined query. By selecting a view on the Nav-
igation Bar and the Navigation Trail, the records that meet the criteria of that query are dis-
played.
Tip
The currently selected view name is highlighted on the Navigation Trail.
Tip
All Views in Prolog Converge support user defined settings that include sort
order, column order, and column size. For example, to group information in a
view, drag and drop the column heading above the view. These personalized
settings are maintained at the user level and can be reset to the default by
selecting the Reset Layout icon on the tool bar for the selected View.
Views can be assigned to all Prolog Converge users or to specific user groups. This allows
you to control who can see specific data. For example, an Architect might be given access to
view open RFIs that have been assigned to his/her company only. A Project Manager might
be given access to view all open RFIs regardless of which company the RFI has been assigned
to.
All Active Projects – Grouped by Type of Building

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Navigation Tree
The dynamic navigation tree on the left-hand side displays the main categories of data avail-
able. Click on a category and the subcategories of that data appear. Clicking a subcategory
can display further levels of data.
For example:
1. Click By Region under Close-Out Projects to view project data by region in the Close-
Out phase.
Note only four projects meet the criteria for this view.
2. Click By Region under All Active Projects to view project data by region in all phases.
Close–Out Projects By Region

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All Active Projects By Region

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4 Prolog Converge Web Areas

Prolog Converge is divided into four primary web areas: Portfolio, Projects, Insight and
Reports.
Based on the logged on user’s Prolog Converge security permissions, a user may see one or
more of these web areas.
Prolog Converge Web Areas
More Options Menu

When navigating within the Converge menu bar, the following options are available across at
the More Options menu.
l Refresh List – refreshes the user interface with any new data added since navigating
to the view initially
l Export – use to export the register view data to Excel or PDF formats
l Toggle Filter – use to search for data by entering a value in the column filter
l Expand All – displays all items in the grid when a grouped view is displayed
l Collapse All – collapses all items in the grid when a grouped view is displayed
l Show Tutorial – see tutorials on navigating Prolog Converge
Toggle the Filter Bar - Projects filtered by type of building

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More Options Menu
Video available at Show Tutorial option

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5 Portfolio
The Portfolio summary page is displayed upon selecting the Portfolio web area. This is the
central organizing page you navigate to define portfolio data views and to enter specific pro-
jects.
1. To enter a Prolog project, click the Enter button for the Downtown Medical Center
project.
Portfolio Area

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6 Project
Prolog Converge dashboards offer a single page that highlights key metrics of your project.
Each dashboard is role-specific, contains live data, and offers drill-down capability. Your dash-
board is configured to be the first thing you see when you log on.
Project Dashboard
The default Project Dashboard view displays a summary of records by data group. This is the
Dashboard – Project Manager Role.
Tip
The red/yellow/green stoplight images indicate the status of the different data
groups displayed. Red indicates poor status where green indicates positive.
Refer to Prolog Online Help to learn what defines the color indicators. Go to the
Dashboard – Project Manager Role for definitions.
Project Dashboard
1. Click the hyperlink PCO Log.

The user interface view changes to display the sub report PCO Log.
Tip
To see the specific PCO record details, click on the hyperlink to drilldown fur-
ther.

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Note
Dashboards can be configured per user role. To create a new dashboard or to
reformat the one provided, contact your Prolog Administrator.
PCO Log
Online Help – Dashboard Definitions
Project Summary
The Project summary page is the central organizing page from which you navigate to view
data specifically for the project you have entered.
The data entry forms and views that the logged on user has been granted access to will be dis-
played on the left navigation bar.
The Project Summary view displays a summary of records by data group and status.
1. Click the hyperlink number under Past Due RFIs.

The user interface view changes to display Document Control: RFIs: Past Due for the
Downtown Medical Center project.
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Tip
The total number of records in this project that meet the criteria for this view is
displayed in the lower right hand corner.
Past Due RFIs View
2. At the Navigation Trail, select the Closed view to display records in this project that
meet the criteria for Closed RFIs.
Closed RFIs Selection
Export
Users can export data displayed in a View.
1. Click the Export button on the view toolbar and select Excel.

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The data is displayed in a separate window. From here it can be saved locally or used
outside of Prolog.
2. Close the export window by clicking on the red x in the right hand corner and return to
the Prolog Converge browser.
Expand and Collapse

Use the Expand and Collapse buttons on views that have been grouped. For example views by
Project, Region, Status or Recipient. This can be helpful when analyzing a large number of
records in a view.
1. From the View Menu, navigate to Document Control|Drawings & Spec-

s|Drawings By Recipients.
2. Click Expand to view all records.
Note
The grouping headers by project name. Groupings are denoted with a plus
sign.
The project manager can view the percent complete for each drawing by designer.
Those that are behind schedule can then be contacted.
Drawings & Specs Grouped by Recipient
3. Click Collapse to hide the record details.
Project Files View

The Project Files View lists files you upload to Prolog Converge. Like Windows Explorer, Pro-
log Converge Explorer view displays a hierarchy of folders, subfolders and files.
To see an example of the Explorer View:

1. From the View Menu, navigate to Project Files.
2. Click on View Files.
3. In the Explorer View on the right hand side, click on the arrow next to the Progress
Photos folder.

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Project Files
4. Click on the Month 01 folder.

A list of photos displays.
The Project Files View has its own unique Toolbar:
Project Files Toolbar
The complete list of functions available from the Project Files toolbar is outlined in the next
section of this manual called “Project Files”.
Project Logo and Project Picture

The Project Logo and Picture can be changed as necessary for the Dashboard.
1. Navigate to Administration | Project Images to view the images currently

uploaded.
2. Click the Open button to upload alter the Project Logo or Project Picture on the dash-
board.
Upon saving, the new image is now displayed on your dashboard.

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Dashboard Images

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7 Insight
The Insight Portfolio Summary page is the central organizing page from which you navigate to
view project data. This may include projects across multiple Prolog portfolios.
Insight creates a 360-degree view of Prolog data with drill down capabilities. Analyze dash-
board data including project metrics and key performance indicators. Views can be con-
figured by project team role, such as executive, owner or project manager.
To access the Insight web area:
1. Click on the Insight web area.

The Portfolio Summary view is displayed, grouped by project.
Insight – Portfolio Summary
2. Expand the Downtown Medical Center project grouping.

3. Click the hyperlink number under Past Due RFIs.
The user interface view changes to display Document Control: RFIs: Past Due for all
projects to which the logged on user has access.
Important
The following data forms can be edited from Insight with the appropriate secur-
ity permissions.
l Document Control l Company Management
l Field Administration
Currently, the following data entry forms can be viewed only from Insight with
the appropriate security permissions.

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l Scheduled Tasks l Cost Control

l Purchase
Insight – Past Due RFI’s
Toggle Filter
Users can dynamically search for specific values using the Toggle Filter feature.
1. From the Past Due RFIs view, click the Toggle Filter icon on the toolbar.
2. Under the Subject column header, type: concrete
3. Hit the Enter key on your keyboard.
All Past Due RFIs that have the word electric in the subject are returned for all
projects.
4. Click Expand.
The project manager can now edit each RFI to enter a response.
Note
n Click on the Toggle Filter icon in the search field to view additional
search conditions which can be applied dynamically to the current view.
n Only the records and columns displayed in the register view will be
searched using the Toggle Filter feature. To search additional records
or columns not displayed in the view, select a different view.

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Insight – Past Due RFI’s filtered by Concrete

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8 Reports
The Reports web area allows you to view and export predefined Prolog reports.
The Reports summary page is the central organizing page from which you navigate to reports.
1. Click Reports web area.

The System reports folder is displayed on the left navigation bar.
Note
Prolog are organized within three different folders: the Public Folder,
Secure Folder and System Folder.
l The Public Folder is used to store common reports used by all members
of the project team. This typically includes customized reports.
l The Secure Folder is used to store reports used by the logged on user
only.
l The System Folder is used to store standard reports that come with the
Prolog installation.
2. Click the arrow next to the System folder.
Reports Web Area
3. Navigate to Field Admin|Punch List.

4. Click on the Punch List [Summary Log] report.
Four tabs are displayed on the right pane: General, Designer, Options and Previously
Run Reports.
General Tab
The General Tab is to select which portfolios and projects will be included in your report.
Select the plus sign next to the portfolio to view a list of projects. Place a check in the box
next to the projects which you want to include in your report results.

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Reports - General Tab
Designer Tab
The Designer Tab is for filtering reports. For example, if you wanted to view a Punch Log for
only a certain company with items overdue.
Tip
For additional information on the Designer Tab, review the Report Query
Designer chapter of the Prolog Converge Essentials training manual.
Reports – Punch List [Summary Log]: Designer tab
Options Tab
The Options tab provides settings for customizing report formatting including the below:
l Project Name
l Project Address
l System Footer
l User-defined report footer
l Description Filter Statement
l System Currency Symbol
l Margins
l Formats – Enhanced, General or Plain

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l Use Report Header Logo

l Use Page Header Logo
Reports – Punch List [Summary Log]: Options tab
These options are identical to those found on the Prolog Manager Report Manager.
Previously Run Reports tab

The Previously Run Reports tab is used to view reports that have been run in the past from
within Prolog Converge and to manage those archived reports. The following options are avail-
able from this tab.
l Mark All – select this option to place a check in the box next to each report listed
l Clear All –select this option to clear all checks in the boxes next to each report lis-
ted
l Refresh – select this option to refresh the list of previously run reports
l Delete – select this option to delete a previously run report from the list
To view a previously run report:

1. In the corresponding row of the report you want to display, click View.
Note
To Save a previously run report locally, outside of Prolog Converge, click the
Download link on the corresponding report row on the Previously Run Reports
tab.
To delete a previously run report:

1. In the corresponding row of the report you want to delete, check the box under the
Sel column.
2. Click the Delete button on the Previously Run Reports tab toolbar.
Tip
Managing Previously Run Reports by deleting them periodically is an important
maintenance function that should be addressed during product training.

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Reports – Punch List [Summary Log]: Previously Run Reports tab
Report Wizard
The Report Wizard is used to run, download and email reports. The following options are avail-
able.
l View - select this option to run the report.

l Email -select this option to email the report.
l Download -select this option to save the report output locally.
l Format - Select Excel, HTML, PDF, RTF or Word format from the drop down field.
This is the format in which the report will be displayed.
View Reports
To run the Punch List Summary Log report:
1. Click the Report Wizard

2. Click the View button on the Print Report window.
The report is displayed in a separate window.
3. Close the report by clicking on the red x in the report window’s upper right hand
corner and return to the Prolog Converge browser window.

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Reports – Punch List [Summary Log]: Report Wizard
Download Reports
To save the Punch List Summary Log report:

2. Click the Download button on the Print Report window.
3. Select the report format PDF
A prompt is displayed in a separate window with the option to Open or Save.
4. From the View Downloads window, select Save As to select the destination of your
downloaded file.
View Dowloads Window
5. Browse to a folder on the desktop.

6. The report can be retrieved at any time by navigating to that folder location. The
report results will represent data as of the point in time the report was saved.
Email Reports

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To email the Punch List Summary Log report:

2. Click the Email button on the Print Report window.
An email dialog box is displayed in a separate window.
Print Report Dialog Box
2. In the Subject field, type: Downtown Medical Center Punch List

3. In the Body field, type: Please review attached.
The Recipient Contact section of the email dialog box has the following options.
New – select to add a Prolog contact to the To or CC field of the email message.
Add Multiple Email To – select to add a Prolog contact via the Contact Search dialog
box
Add Multiple Email CC – select to add a Prolog contact via the Contact Search dialog
box
Delete – delete a contact from the email list
To add a recipient:
1. In the Recipient Contact section click New.
2. In the Contact field, type: Larry Petit
3. Hit the tab key on your keyboard to tab out of the Contact field.
Larry Petit’s company and email are auto-filled from the Prolog Address Book.
Note

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When emailing a report from the Reports area, an email copy of the report is
also sent to the sender's email address.
4. Click the Save button .

A confirmation window is displayed.
Confirmation window
5. Click OK.
Note
An email address can be entered in the Recipient Contacts dialog box that
does not exist in the Prolog database. Entering it in this field will not update
the email address in the Prolog Company Setup form.

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9 Prolog Converge Help

To assist you in your use of Prolog Converge, several options are available to you, including
online help.
Online Help
The Online help is a quick way to get information or instructions while you are using Prolog
Converge.
In this exercise, you will utilize Prolog Converge Contents and Index to learn how to search
the Online Help.
1. Click on the Help button in the upper-right corner of the Prolog Converge window and
select Search the help topics to open Prolog Converge Help.
2. In the Search window, type: Login
3. Review the details explaining the login process.
Technical Support
There are four ways to get in touch with Trimble Buildings experts:
1. Call (916) 294-2100, or (800) 565-9490 Monday-Friday, 5 am – 5 pm PST.

2. Visit SupportLink at http://support.meridiansystems.com
3. E-mail prologsupport@trimble.com
4. Send faxes to (916) 294-2001
Prolog Videos
Access Support Snippets and Training Videos at SupportLink.
Note
Please have your serial number and version ready when you access Sup-
portLink or contact Technical Support. To locate this information, click About
on the Prolog Help Menu or contact your Prolog Administrator.

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SupportLink

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10 Access & Navigation Review Questions
1. To access Prolog Converge, an Internet Explorer Browser is required.
True False
2. To enter a Prolog project, which area do you need to access?

a. Portfolio
b. Projects
c. Insight
d. Reports
3. To collaborate on RFIs, which menu do you need to access on the left navigation tree?
a. Collaboration
b. Document Control
c. Project Files
d. Field Administration
4. The Toggle Filter feature will return results regardless of whether the value you are
searching for is displayed in a column visible on the current view or not.
True False
5. The quickest way to learn about basic functionality on Prolog Converge is to:
a. Send a Fax to Meridian Systems
b. Search Online Help Files
c. Call Technical Support
d. Visit Support Link
6. Project Dashboards are role-specific.
True False

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Table of Contents
Related Topics:
Daily Construction Report, Notices to Comply, Safety Notices & Field Work Directives 43
1 Daily Construction Reports Overview 44
2 Creating Daily Work Journal 45
3 Adding an Event 48
4 Entering Daily Details – Weather and Visitors 50
5 Daily Construction Reports 52
6 Daily Field Report 54
7 Notices to Comply Overview 57
8 Creating a Notice to Comply 58
9 Reviewing a Notice to Comply Report 59
10 Safety Notices Overview 61
11 Creating a Safety Notice 62
12 Reviewing Safety Notices Reports 64
13 Field Work Directives Overview 66
14 Creating a Field Work Directive 67
15 Reviewing Field Work Directive Reports 69
16 Daily Work Journal Review Questions 71

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Daily Construction Report,

Notices to Comply, Safety
Notices & Field Work Directives

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1 Daily Construction Reports Overview

The Daily Construction Reports utilize information from three different data entry forms,
Daily Work Journal, Events, and Daily Details which enables you to create records to
track weather, visitors, general work, linked scheduled tasks, manpower, equipment and
events into one daily construction report for that contractor.
Business Value
n Increase efficiency by taking information stored in three records
and pulling the information into one daily construction report for easy
reporting.
n Increase visibility and ability to report on manpower and equipment
used on any given day.
n Be able to track special events cumulatively throughout the course
of the project.
n Reduce data entry by carrying information forward from one day to
the next.
Who uses Daily Construction Reports?

Daily Construction Reports are important to all project team members: superintendents,
assistant project managers, project managers, owners, trade contractors and vendors.
Training Objectives
Upon completion of this Field Admin – Daily Construction Reports module, you will be
able to:
n Create General Work Descriptions, Link Scheduled Tasks, enter Manpower and track
Equipment
n Create Events
n Track Weather and Visitors for the Day
n Review Daily Construction Reports
How Do I Access Daily Construction Reports?

The Daily Work Journal, Events and Daily Details forms are accessed from the Field
Admin button on the Navigation Tree. Daily Work Journals and Daily Details are also
available on the Daily Field Report form.

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2 Creating Daily Work Journal

The Daily Work Journal in Prolog Converge allows you to track daily information about work
performed on your project. This information contains, Work Description, Manpower/ Labor,
as well as equipment used. The Daily Work Description/Schedule tab also allows you to link
to tasks from your imported project schedule.
Keep in mind that the Daily Field Report can be used to enter Daily Work Journal and Daily
Details information. That form will be addressed in later sections.
In this exercise, you will practice using the Daily Work Journal form and record information
about the concrete poured today at the northeast foundation wall and link it to the Pour Found-
ation Wall scheduled task.
1. Login to Prolog Converge as the Lakewood Site Supervisor, Mike Sears

2. In the Downtown Medical Center project, navigate to Field Administration |
Daily Work Journal | Create
The Creating Daily Work form opens.
3. In the Date field, confirm today’s date is displayed.
4. In the Company field, type: IRC
5. IRC is the CompanyID for Irish Concrete who is the contractor performing the con-
crete pour for the foundation wall.
6. On the Daily Work Description/Schedule tab, in the Work Description field,
type: Continued pouring the northeast foundation wall.
7. In the Schedule Link section, click Add Link…
8. The Schedule Tasks list displays.
Schedule Tasks
9. Click the Name column header.

This sorts in ascending order by Task Name.
10. In the Schedule Task list, check the box for: Pour Foundation Wall
Note
Linking to the Scheduled Task will allow you to update your external schedule
with Actual Start Dates or Actual Finish Dates, as well as Percent Completes of
the scheduled activities.

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11. Click Save.
Daily Work Journal – Daily Work Description/Schedule
12. Click Save.
Manpower/Labor and Equipment Information

The Manpower/Labor tab on the Daily Work Journal form enables you to track manpower and
labor information used for the foundation pour today. The Equipment tab enables you to track
the various equipment used for the foundation pour.
In this exercise, Manpower and Equipment will be added to the Daily Work Journal record.
1. On the Manpower/Labor tab, click New.

2. In the Trade list, select: Laborer
3. In the Classification list, select: Foreman
4. In the Quantity field, ensure the number reads: 1.00
There was one concrete foreman overseeing the work of the concrete laborers.
5. Click New.
7. In the Classification list, select: Journeyman
8. In the Quantity field, type: 4.00
There were four Concrete Journeyman laborers pouring concrete the entire day.

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Daily Work Journal – Manpower/Labor tab
Tip
Detailed Manpower and Labor information can be tracked by creating employ-
ees and linking them to crews. When the Manpower/Labor tab is selected the
employees associated with that crew will be loaded into the grid. The detailed
information allows you to track hours, standard rates, time and ½ rates and double
time rates for each employee and track their time against cost codes.
9. On the Equipment tab, click New.

10. In the Equipment list, select: Concrete Pump 110’
11. In the Quantity field, type: 1
12. In the UOM field, type: Each
UOM is the Unit of Measure for the Concrete Pump.
Daily Work Journal – Equipment tab
13. Click Save.

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3 Adding an Event
We have indicated what work was performed by Irish Concrete and how many performed it,
but we have not indicated how much concrete was poured. The Events form allows you to
track that information which will also be displayed on the Daily Construction report.
In this exercise, you will create an event for pouring concrete for the northeastern foundation
wall.
1. On the left navigation tree, click Field Administration | Events.

2. Click Create.
The Creating Event form opens.
Events - Create
Events – Irish Concrete – Concrete Poured
3. In the Company field, type: IRC

4. In the Event Type list, select: Concrete Poured

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Note
When creating Event Types you can indicate whether the event will be
tracked cumulatively and/or if it will display on the Daily Construction
Report. Contact your Prolog Administrator to add new Event Types in the
Events data entry form.

6. Enter Units: c.y.
Concrete is being tracked in this project by or cubic yards.
7. In the Other Details section, in Time field, type: 900
09:00 AM displays in the Time field.
8. In the Location field, type: Northeast foundation wall
9. Click Save.
10. Click Close to close the Events form.

Training Manual
4 Entering Daily Details – Weather and Visitors

As part of your daily routine on the jobsite, you can track daily weather conditions and visitors
on the site. You can also record general journal entries in the Daily Details form.
In this task, you will access the Daily Details form. You will enter weather and visitor inform-
ation for the Daily Construction report.
1. On the Navigation Tree, click Field Administration | Daily Details.

2. Click Create.
The Creating Daily Details form opens
3. In the Reported By Company field, type: LC
LC is the CompanyID for Lakewood Company.
4. In the Reported By field, type: Mike Sears
5. On the General tab, in the Temperature section, in the Temp 1 Time list, select:
7:00 AM
6. In the Temp 1 Value list, select: 54
7. In the Temp 2 Time list, select: 12:00 PM
11. In the Weather Conditions click the Partly Cloudy button and the Windy button.
Partly Cloudy, Windy appears in the Weather Conditions field.
12. In the Wind field, type: 5-7 mph SE
13. In the General Notes field, type: Material delivery at 1:00pm. Subcontractor meet-
ing to discuss safety issues. Engineer on site to review moment connections.
14. In the Visitors field, type: Jim Roland of Pomeroy Engineering
15. Click Save.

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Daily Details – Lakewood Company

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5 Daily Construction Reports

There are nine (9) reports that allow you to manage your Daily Construction records either
in a detailed or log report. These can be printed at anytime and are to be used in lieu of hand-
writing a daily report.
In this exercise, you will preview a Daily Construction report in Prolog Converge.
1. On the Navigation Tree, click Daily Work Journal.

2. Click All.
3. Open the Daily Work Journal created in the previous exercise.
4. Click Print located on the Toolbar.
The list of available reports displays.
Daily Work Journal Reports
5. Select Daily Construction Report [Detailed, Grouped by Date] report.

Note the weather; visitors, concrete pour, detailed description and manpower are
included on the report.

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Daily Construction Report [Detailed, Grouped by Date]
6. Click Close.

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6 Daily Field Report

Often times, it is necessary to create multiple Daily Work Journals for multiple companies. If
there is common information these Daily Work Journals share, like weather, general notes
and visitor information, you can use the Daily Field Report to help save time in creating
these multiple reports.
In this task, you will access the Daily Field Report form. You will enter weather and visitor
information once then add Daily Work for each of the companies who performed work on the
project on the same day.
1. On the Navigation Tree, click Daily Field Reports.

2. Click Create.
The New Daily Report date selection form opens.
Daily Field Report – Create
3. Enter today’s date, and click Create.
New Daily Report – Create
4. In the Reported By Company field, type: LC

LC is the CompanyID for Lakewood Company.
5. In the Reported By field, type: Mike Sears
6. On the Daily Details tab, in the Temperature section, in the Temp 1 Time list,
select: 7:00 AM
12. In the Weather Conditions click the Clear button.
Clear appears in the Weather Conditions field.
13. In the Wind field, type: 4-10 mph SW

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14. In the General Notes field, type: Safety meeting held on site.
15. In the Visitors field, type: Mark Murphy – Owner’s representative
Daily Details – Lakewood Company
16. Click Save.

17. On the Daily Work tab, click New, and in the Company field, type: IRC
18. In the Work Description field, type: Place concrete at northwest corner of building
Daily Work – Lakewood Company
19. On the Manpower/Labor tab, click New.

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21. In the Classification list, select: Foreman
22. In the Quantity field, ensure the number reads: 1.00
There was one concrete foreman overseeing the work of the concrete laborers. Note
Mandays in the UOM field.
23. On the Equipment tab, click New.
24. In the Equipment list, select: Concrete Pump 110’
25. In the UOM field, type: c.y.
UOM is the Unit of Measure for the Concrete Pump.
26. On the Daily Work tab, click the New button.
27. In the Company field, type: AME
28. In the Work Description field, type: Installed electrical work at control room.
29. On the Schedule tab, click the Add Link button.
30. Select the schedule item: Electrical Rough 1st Floor
31. On the Manpower/Labor tab, click the New button.
33. In the Classification list, select: Journeyman
36. In the UOM field, type: Each
37. Click Save.
The Daily Work for Irish Concrete and American Electric is now saved.

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7 Notices to Comply Overview

The Notices to Comply form enables you to send notices to contractors directing the con-
tractors to comply with your instructions. You can issue notices to comply for poor work-
manship, correction notices or any unfulfilled contractual obligations.
Business Value
n 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.
Who uses Notices to Comply?
Notices to Comply records are important to all project team members: superintendents,
Notices to Comply can be used by all team members to note non-compliance work.
Training Objectives
Upon completion of this Field Administration – Notices to Comply module, you will be
able to:
l Create Notices to Comply
l Review Notices to Comply Not Complete
l Review Notice to Comply Reports
How Do I Access Notices to Comply?
The Notices to Comply form is accessed from the Field Administration button on the Nav-
igation Tree.

Training Manual
8 Creating a Notice to Comply

Notices to Comply periodically need to be issued on the project. Irish Concrete’s formwork
needs additional support on the southeastern foundation wall for the concrete pour scheduled
in two days. They will need to correct this as soon as possible.
In this exercise, Mike Sears will issue a Notice to Comply for additional formwork support.
1. On the Navigation Tree, click Notices to Comply.
2. Click Create.
The Creating Notice form opens.
3. In the Subject field, type: Additional Formwork Support
4. In the Type list, select: Poor Workmanship
5. On the General tab, in the To Company field, type: IRC
6. In the Status list, select: Pending
7. In the Authored By field, type: Mike Sears
8. In the Location field, type: Southeastern Foundation Wall
9. In the Details and Action Required field, type: The Formwork needs additional sup-
port before the concrete pour on Wednesday. Correct this immediately in order not to
delay the scheduled pour.
10. Select the Follow Up checkbox.
This indicates that you want to follow up on this Notice to Comply to ensure it has been
completed and re-inspect before the concrete pour on Wednesday.
11. In the Due By field, type: today's date
Notices to Comply – Additional Formwork Support
12. Click Save.

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9 Reviewing a Notice to Comply Report

You have successfully created a Notice to Comply for Irish Concrete, now it needs to be prin-
ted and given to them.
There are seven (7) reports that allow you to manage your Notice to Comply records either in
a detailed or log report.
In this exercise, you will preview a Notice to Comply report in Prolog Converge.
1. On the Navigation Tree, click Notice to Comply.

2. Click All.
3. Open the Notice to Comply created in the previous exercise.
4. Click Print located on the Toolbar
Notices to Comply Reports
4. Select Notices to Comply [Detailed, Grouped by Each Number]

The report preview is displayed.
Preview of Notices to Comply [Detailed, Grouped by Each Number]

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5. Click Close.

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10 Safety Notices Overview

Throughout the course of construction you will need to issue Safety Notices to contractors for
employee safety violations. Safety Notices keep people safe on the project and ensure that
you have documentation for every Safety Notice on the project. The Safety Notices form
enables you to notify contractors of safety violations committed on the jobsite.
Business Value
n To have written or documented proof that you informed the con-

tractor that an employee committed a safety violation. This proof
may be admissible in court.
Who uses Safety Notices?
Safety Notices records are important to all project team members: superintendents, assist-
ant project managers, project managers, owners, trade contractors and vendors.
Training Objectives
Upon completion of this Field Admin – Safety Notices module, you will be able to:
l Create Safety Notices
l Review Safety Notices Not Complete
l Review Safety Notices Reports
How Do I Access Safety Notices?
The Safety Notices form is accessed from the Field Admin button on the Navigation
Tree.

Training Manual
11 Creating a Safety Notice

In this exercise, you will create a Safety Notice to Irish Concrete for Open Ditch/Trench
violation. The Lakewood Safety Plan clearly indicates that at the end of each day all Open
Ditch/Trenches will be marked and covered to ensure no one can fall into the Open Ditch or
Trench.
1. On the Navigation Tree, click Field Administration | Safety Notices

2. Click Create.
The Create Safety Notice form opens.
3. In the Subject field, type: Foundation Trench
4. In the Type list, select: Open Ditch/Trench
5. On the General tab, in the To Company field, type: IRC
7. In the Authored By field, type: Mike Sears
8. In the Time field, type: 400p
This indicates 4:00 PM.
9. In the Details and Action Required field, type: The foundation trench on the South-
eastern wall was left unmarked and uncovered. Before each close of day ensure all
trenches are covered for the safety of all project personnel.
10. Select the Follow Up checkbox.
11. In the Due By field, enter: Today’s date
Safety Notices
12. Click Save.

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Note
The Safety Notices Detailed Information tab can be used to track accidents on the
project site. This information can be useful in reporting to your insurance company or
other project personnel.

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12 Reviewing Safety Notices Reports

You have successfully issued a Safety Notice to Irish Concrete for the Open Ditch/Trench. This
Safety Notice needs to be printed and given to Irish Concrete to correct the item immediately.
There are eight (8) reports that allow you to manage your safety notice records either in a
detailed or log report. One of these reports is an Accident Report that can be issued to your
Insurance carrier.
In this exercise, you will preview one Safety Notices report in the Report Manager in Prolog
Converge.
1. On the Navigation Tree, click Safety Notices.

2. Click All.
3. Open the Safety Notices created in the previous exercise.
Safety Notices Reports
5. Select the report Safety Notices [Detailed, Grouped by Each Number].

Note this safety notice is to Irish Concrete and the open ditch/trench needs to be
addressed immediately.

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Preview of Safety Notices [Detailed, Grouped by Each Number]
6. Click Close to close the report preview.

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13 Field Work Directives Overview

The Field Work Directives form enables you to instruct contractors to complete additional
work, correct unacceptable work, or perform emergency work. A field work directive
provides clarification about the work a contractor or subcontractor is supposed to perform.
Business Value
n Field Work Directives allow you to keep work moving in the field,
rather than wait on the paper work of a change order.
n Documents the directive from the field so project team members can
follow up with a change order for the additional work.
Who uses Field Work Directives?
Field Work Directives records are important to all project team members: super-
intendents, assistant project managers, project managers, owners, trade contractors and
vendors. This document approves additional work to keep the project on schedule.
Training Objectives
Upon completion of this Field Admin – Field Work Directives module, you will be able to:
l Create a Field Work Directive
l Review Field Work Directives Reports
How Do I Access Field Work Directives?

The Field Work Directives form is accessed from Field Admin on the Navigation Tree.

Training Manual
14 Creating a Field Work Directive

In order to keep work moving on the project, it often becomes necessary to issue Field Work
Directives. These can be very helpful in quickly showing agreed amounts for emergency work
or expedited work in the field. A field work directive can be used to create a Potential Change
Order and eventually a Contract Change Order.
1. On the Navigation Tree, click Field Admin.

2. Click Field Work Directives.
3. Click Create.
The Creating Field Work Directive form opens.
4. In the Number field, type: SC007-IRC
This indicates Scope Change 007 and this is going to be issued to Irish Concrete.
5. In the Subject field, type: Saturday Formwork
6. In the Type list, select: Not to Exceed
7. In the Reason list, select: Plan Coordination
The Owner has requested that the schedule be expedited.
8. In the To Company field, type: IRC
INI is the CompanyID for Irish Concrete.
9. In the Date field, type: Today’s Date
10. In the Status list, select: Approved
This indicates the Field Work Directive is approved for the Not to Exceed Cost.
11. In the By field, confirm the name indicated is: Mike Sears
12. In the Location field, type: Southwestern Foundation Wall
13. In the Not to Exceed Cost field, type: 5,638.00
14. In the Description field, type: Proceed with having your crew do the Formwork for
the southwestern foundation wall to expedite the project schedule. A Change Order
will be forthcoming.

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Field Work Directives – Saturday Formwork
15. Click Save.

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15 Reviewing Field Work Directive Reports

In order to have Irish Concrete proceed with the work you need to give them the completed
Field Work Directive.
There are eight (8) reports that allow you to manage your field work directive records either
in a detailed or log report.
In this exercise, you will preview one Field Work Directives report via the Print option in the
Prolog Converge toolbar.
1. On the Navigation Tree, click Field Work Directives.

2. Click All.
3. Open the Field Work Directives created in the previous exercise.
Field Work Directive Reports
5. Click the highlighted default report to preview it.

Note the Field Work Directive is issued to Irish Concrete. At the bottom of the report
note a place for Mike Sears to sign and date if required.

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Preview of Field Work Directives [Detailed, Grouped by Each Number]
6. Click Close.
This closes the Report Preview.
7. Click Close to close the Field Work Directive.
Important
When you use the Print option to quickly view your report, it automatically filters
the report for the record you have open. Be careful when printing summary logs
because this filter will still apply and the log will only display one record.

Training Manual
16 Daily Work Journal Review Questions
1. List all the data entry forms that can be accessed from the Daily Work Journal form?
2. The following records appear on the Daily Construction report?

a. Safety Notices
b. Request for Information
c. Notices to Comply
d. All of the Above
3. Field Work Directives become?

a. Change Orders
b. Safety Notices
d. All the Above
4. Accident Information can be stored on the Safety Notices form.
True False
5. You can track Not Complete items for?

a. Change Orders
b. Safety Notices
d. A and C
e. B and C

Training Manual
Table of Contents
Related Topics:
Inspections and Tests 73
1 Inspections and Tests Overview 74
2 Scheduling Inspections & Tests 75
3 Logging Inspection and Test Results 77
4 Creating a Quality Control Checklist 79
5 Inspections & Tests Reports 81
6 Inspections and Tests Review Questions 83

Training Manual
Inspections and Tests

Training Manual
1 Inspections and Tests Overview

The Inspections and Tests form enables you to create records to track information for both
scheduled and completed tests and for quality assurance (QA) checklist inspections.
Business Value
l Use the Quality Assurance or Quality Control Checklist to inform new
team members on what to look for when reviewing contracted work
or systems.
l Schedule Tests and Track Results to share with project or city
inspectors.
Who uses Inspections and Tests?
Inspections and Tests records are important to all project team members: super-
intendents, assistant project managers, project managers, owners, trade contractors and
vendors. Quality Control and Assurance teams also find the information stored in Inspections
and Tests useful.
Training Objectives
Upon completion of this Field Admin – Inspections and Tests module, you will be able to:
l Schedule Inspections and track inspection results
l Create a Quality Control Checklist
l Review Inspections and Tests Reports
How Do I Access Inspections and Tests?

The Inspections and Tests form is accessed from the Field Admin button on the Nav-
igation Tree.

Training Manual
2 Scheduling Inspections & Tests

Throughout the course of the project it will be necessary to track pending inspections and
tests. In the Inspections and Test form you can schedule an inspection on the General Inform-
ation tab.
In this exercise, you will create an entry for a foundation wall rebar inspection to be con-
ducted by the City of Los Angeles to take place today at 9:00 am at the Northeast Foundation
Wall.
1. Login to Prolog Converge as the Lakewood Site Supervisor, Mike Sears.

Inspections & Tests | Create
The Creating Inspections & Tests form opens.
3. In the Description field, type: Foundation Wall
4. On the General tab, in the Specification Section field, type: 02220
5. In the Specification Subsection field, type: C2.03
6. In the Category list, select: Agency Test Records
This Inspection has not been held yet, so the results are pending.
8. In the Scheduled Date field, type Today’s Date.
9. In the Sched Start Time field, type: 900
09:00 AM appears in the time field.
10. In the Sched Finish Time field, type: 930
The test is scheduled to be completed by 9:30 am.
11. In the Location field, type: Northeast foundation wall
This is the location of the inspection for the foundation wall.
Inspections & Tests – Foundation Wall – Scheduled Date

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12. Click Save.

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3 Logging Inspection and Test Results

On the Detailed Information tab, you will continue to enter information for the completed
foundation wall rebar inspection, such as who performed the test, when the test took place,
and the test results.
In this exercise, the City of Los Angeles performed the Inspection and the Quality Control Com-
pany was Smith Emerson. The status field will be updated with the results of the inspection.
1. On the Detailed Information tab, in the Installing Company field, type: IRC
Irish Concrete is displayed in the Installing Company field.
2. In the Inspecting Company field, click the Company Pick List button.
The Company Search window displays.
3. In the Company Name field, type: city
4. Highlight the row for City of Los Angeles and click the Search button.
Company Search window – City of Los Angeles
5. Click Select.
In the Contact field note David Frankers
6. In the Quality Control Company field, type: Smith Emerson
Smith Emerson is the Quality Control Company hired by Lakewood Company.
7. In the Accepting Company Contact field, type: Mike Sears
Mike Sears is the Site Supervisor for Lakewood Company.
8. In the Inspection Date field, type Today’s Date
9. In the Actual Start Time field, type: 900
10. In the Actual Finish Time field, type: 920
11. In the Witnesses field, type: Mark Young and Bill Jones of Irish Concrete.
12. In the Conforming Notes field, type: Per Plans and Specs.

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Inspections and Tests – Foundation Wall – Detailed Information tab
13. On the General tab, in the Status list, select: Passed
Updated Status - Passed
14. Click Save.

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4 Creating a Quality Control Checklist

In this task, you will use the Inspections & Tests form to create a quality assurance (QA)
checklist for built-up bituminous roofing. The checklist can be printed out at any time to
ensure the required items are complete prior to roofing.
1. On the left navigation tree, click Create.

2. In the Description field, type: Built-up Bituminous Roofing
3. In the System field, type: Built-up Bituminous Roofing
4. On the General tab, in the Specification Section field, type: 07510
5. In the Specification Subsection field, type: D2.12
6. In the Category list, select: QA Checklist
8. In the Test Type field, type: In house quality assurance – Visual Inspection.
Inspections and Tests – Built-up Bituminous Roofing– General Information tab
9. Click Save.
10. On the Checklist tab, click New.
11. In the Description field, type: Roof drains and overflow drains set at correct height
above floor
12. In the Scheduled Date field, type: A date 2 weeks from today
13. Click New.
14. In the Description field, type: Plywood installed on roof parapet walls
15. In the Scheduled Date field, type: A date 2 weeks from today

Training Manual
Inspections and Tests – Quality Assurance Checklist for Visual Inspection
16. Click Save.
Note
Once the checklist items are visually inspected then the results can be
entered in the checklist with the Inspection Date, Installing Company and
whether the items passed or failed.

Training Manual
5 Inspections & Tests Reports

There are seven (7) reports that allow you to manage your Inspections & Tests records
either in a detailed or log report. There is one report that allows you to print and distribute a
test checklist for quality assurance.
In this exercise, you will preview a checklist report via the print button in Prolog Converge
and a Summary Log report grouped by status.
Print Menu
2. Select Test Checklist [Grouped by Number] report.

This report can be given to personnel to remind them what items to visually inspect
before roofing continues.
Test Checklist [Grouped by Number]
3. Click Close.
4. Click the Reports Web Area.

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Reports – Web Area
5. Click System | Field Admin | Inspections and Tests.

6. Select the report: Inspections and Tests [Summary Log, Grouped by Status]
7. Click View to preview the summary log report by status.
Note the Inspections and Tests are grouped by Status.
Preview the Inspections and Tests by Status
8. Click Close to close the preview window.

9. Click the Projects Web Area to return to the project.

Training Manual
6 Inspections and Tests Review Questions
1. Briefly describe the benefits for using Inspections and Tests records?
________________________________________________________________________
________________________________________________________________________
2. Inspections and Tests form allows you to?

a. Create Checklists for Quality Control
b. Schedule Inspections and Tests
c. Record Results of Inspections and Tests
d. All of the Above
3. On the Detailed Information tab which Company Information can be tracked?

a. Installing Company
b. Inspecting Company
c. Accepting Company
d. All of the Above
4. For Inspections and Tests record to appear on the Inspections and Tests Not Com-
pleted list, the record must have:
a. Schedule Date
b. No Inspection Date
c. A Checklist
d. A and B

Training Manual
Table of Contents
Related Topics:
Material Inventory 85
1 Material Inventory Overview 86
2 Create a Material Inventory Record and Link it to a Purchase Order 87
3 Tracking Delivery and Installation of Material Items 89
4 Material Inventory Reports 92

Training Manual
Material Inventory

Training Manual
1 Material Inventory Overview

The Material Inventory form allows you to track the quantity and cost of your material orders
as well as the delivery and installation of those materials as they arrive or are installed on the
jobsite. Large material shipments and long installations can be tracked with the Material
Inventory form and the reports can be beneficial to resolve billing and performance issues.
Business Value
n Know when items were delivered and whether they should be
invoiced rather than delivery tags scattered across your desk.
n Know when items were installed to assist in Contract billing res-
olution.
n Know how many items you should be receiving since project invent-
ory rarely comes all at once or in a complete shipment.
Who uses a Material Inventory?

Material Inventory records are important to all project team members: superintendents,
Training Objectives
Upon completion of this Field Admin – Material Inventory module, you will be able to:
l Create Material Inventory record and Link it to a Purchas Order Item
l Track Delivery and Installation of Material Inventory
l Review Material Inventory Reports
How Do I Access Material Inventory?

The Material Inventory form is accessed from the Field Admin folder on the Navigation
Pane.

Training Manual
2 Create a Material Inventory Record and Link

it to a Purchase Order
The Hollow Metal Door Frames are being received and installed on the project. A new Mater-
ial Inventory for Hollow Metal Door Frames needs to be created and Linked to the Purchase
Order Item to track how many items were purchased and to track delivery and installation as
they occur.

2. In the Downtown Medical Center project, navigate to Field Administration | Mater-
ial Inventory | Create
The Material Inventory form opens.
Creating Material Inventory – Hollow Metal Door Frames
3. In the Description field, type: Hollow Metal Door Frames

4. In the Type list, select: Contractor Furnished Contractor Installed
This indicates that the contractor is supplying and installing the Hollow Metal Doors for
this project.
5. In the CSI Code list, select: 08100
6. On the General tab, in the UOM field, type: Each
UOM stands for Unit of Measure.
7. On the PO Items tab, click Add Link…
The Purchase Order Item Search window displays.

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Purchase Order Item Search – 001 Hollow Metal Door Frames
8. In the Select Purchase Order Item list select: 001

9. Click Select.
Tip
Material Inventory records can be linked to Purchase Order items, on
the Purchase Orders form, on the Items tab, in the Purchase Order
Items grid (select Track, select the Material Code and click Save).
10. Click Save.

11. On the General tab, in the Avg Unit Price field, note: 489.00
12. In the Quantity section, in the Purchased field, note: 35.00
This is the amount of Hollow Metal Door Frames that were ordered.
13. In the Costs section, in the Amount Purchased field, note: 17,115.00
This is the sum of the total Purchased Items.
14. In the Price section, in the Amount Invoiced field, note: 250.00
This is the sum that has already been invoiced.
15. In the Balance For Payment field, note: 16,865.00
This is the Sum of the Purchase Order Item yet to be invoiced.
Material Inventory 008 – Hollow Metal Door Frames

Training Manual
3 Tracking Delivery and Installation of Material

Items
You have just received ten of the 35 Hollow Metal Door Frames for the Medical Offices. You
will log receipt for those items. Of these 10 Metal Door Frames 5 of them have been installed
and will be logged in the Installation tab.
1. On the Delivery tab, click New.

A new row is added to the Delivery Tickets grid.
2. In the Ticket Num field, type: GA-50634
This is the delivery tag number for the Hollow Metal Door Frames.
3. In the Shipping Company list, select: UPS
4. In the Rec_d Date field, type Today’s Date
5. In the Time field, type: 900
7. In the Location field, type: Storage Room B
8. In the Received By Company field, type: LC
Lakewood Company appears in the Received by Company field.
9. In the Received By field, click square button.
The Contact Search window displays.
10. Select Mike Sears.
Contact Search window – Select Mike Sears
11. Click Select.

12. Check the Track checkbox.

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Material Inventory - Delivery tab
14. Click Save.

15. On the Installation tab, click New.
16. In the Date field, type Today’s Date
17. In the Company field, type: MIC
MIC is the Company ID for Mighty Constructors Corp.
19. Check the Track checkbox.
20. Click Save.
21. The message displays: The following fields contain values which may be overwritten.
Continue?
Bal For Install Message
19. Click OK
Material Inventory - Installation tab

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20. Click Save.

21. On the General tab, in the Quantity section, in the Delivered field, note: 10.00
22. In the Bal For Delivery field, note: 25.00
23. In the Installed field, note: 5.00
24. In the Bal For Install field, note: 30.00
25. In the Costs section, in the Amount Delivered field, note: 4,890.00
26. In the Bal For Delivery field, note: 12,225.00
27. In the Amount Installed field, note: 2,445.00
28. In the Bal For Installation field, note: 14,670.00
Material Inventory – Hollow Metal Door Frames – General tab
Note
Material Inventory records can be utilized without linking them to PO
Items. Also, logging installation of items may not be required for every
item delivered to the site. Each company can have different requirements
for Material Inventory items.

Training Manual
4 Material Inventory Reports

There are seven (7) reports that allow you to manage your Material Inventory records
either in a detailed or log report. These can be distributed for project record or for review.
In this exercise, you will preview one Material Inventory report via the Print menu on the Tool-
bar in Prolog Converge.
1. Click Print on the Toolbar.
2. Select Material Inventory [Detailed, Grouped by Material Code with PO Items,

Delivery, and Installation] report.
Material Inventory Report [Detailed, Grouped by Material Code with PO Items, Delivery, and
Installation]
3. Click Run to preview the report.

Note each Delivery ticket and all Installation information is on this detailed report. It
may be necessary to share this information with accounting to resolve invoicing from
vendors or contractors.

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Preview the Material Inventory Report
4. Click Close.

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5 Material Tracking Review Questions
1. Briefly describe the benefits for using Material Tracking records?
2. Material Tracking records are only accessible via Prolog Converge.
True False
3. Material Tracking form allows you to track?

a. Material QA/QC process
b. Material costs
c. Material fabrication dates
d. Material suppliers
e. A, C, D
4. The material attributes and checklists available per material are a function of what?
a. Your administrative rights to the material

b. Whether or not the material is included in a package
c. The date the material was delivered
d. Material Type

Training Manual
Table of Contents
Related Topics:
Punch Lists 97
1 Punch List Overview 98
2 Creating a Punch List Record 99
3 Creating Multiple Punch List Records 101
4 Punch List Reports 104
5 Punch List Review Questions 106

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Punch Lists

Training Manual
1 Punch List Overview

A Punch List is a list of incomplete or damaged items that need to be repaired or completed
before a Certificate of Final Completion can be issued for the project. The list can be gen-
erated by many parties in the project. An Engineer, Architects or Contractor may each have
their own punch list items. Prolog Manager allows you to track these punch list records in one
place and report over outstanding items and by responsibility to produce a concise list for
each contractor on the project.
Business Value
n Prolog Punch List allows each item to be assigned a value, ensuring
prompt responses for completion.
n Manage larger punch lists to group by Area, allowing punch lists to be
printed and posted outside of individual areas for sign off.
n Keep history of each Punch List item when it was assigned, when the
work was completed and re-inspected for sign-off.
n Initial Punch Lists can be imported from Excel saving valuable data
entry time.
Who uses a Punch List?

Punch List records are important to all project team members: superintendents, assistant
project managers, project managers, owners, trade contractors.
Training Objectives
Upon completion of this Field Admin – Punch List module, you will be able to:
l Create Punch List records
l Update and Close Punch List Records using the Punch List Batch Update Wizard
l Review Punch List Reports
How Do I Access Punch List?

The Punch List form is accessed from the Field Admin folder on the Navigation Tree.

Training Manual
2 Creating a Punch List Record

You have received the punch list from Larry Petit, the Architect from The Design House. You
need to create the punch list records for the outstanding items in the building. You will create
a single item in Prolog Converge. In the next section of this guide, you will also learn how to
create multiple items at once.
1. Login to Prolog Converge as the Lakewood Document Manager, Tom Mancini.

Punch List | Create Single Item
Punch List record number 056 displays.
Punch List Record – 056 – Deep scratch in cabinet face.
6. In the Responsible Company field, enter: ShopZone Inc.

ShopZone, Inc. is doing the cabinet work for the medical offices.
7. In the Area 1 list, note: Bldg-A
8. In the Area 2 list, note: Flr 2
9. In the Area 3 list, note: North Wing
10. In the Area 4 list, select: Rm-2346
Note
Areas allow you to break down the list by Building, Floor, Wing, Rooms,
Walls, etc. You can have up to 5 different types of areas, area 1 is typically
the largest and each following area narrows the location for the punch list
item. One Area can be used or 5 or none.
11. In the Authored Company field, note: The Design House

12. In the Item Value field, type: 150.00
By applying an item value to each punch list item, it is easier to get contractors to per-
form the work.
Training Manual
13. In the Description field, type: Deep scratch in cabinet face, repair.
14. In the Inspected field, type: 7/7/2016
15. In the Rec’d On field, type: 7/11/2016
16. In the Issued On field, type: 7/21/2016
17. In the Sch’d Comp field, type: 8/4/2016
Punch List – 056 – Date Tracking Information
18. Click Save.

This saves the new Punch List record.

Training Manual
3 Creating Multiple Punch List Records

You have received the punch list from Larry Petit, the Architect from The Design House. You
need to create the punch list records for the outstanding items in the building. You will create
items quickly by utilizing the unique Create Multiple Items feature in Prolog Converge.
Tip
If the Architect provides you the Punch List in Excel format, via the Prolog
Manager Exchange menu, you are able to import all the items into Prolog
Manager at once. They will then be viewable in Prolog Converge because
both applications use the same database for retrieving data. See the Prolog
Manage help file for details on utilizing the Exchange / Import feature.
1. Login to Prolog Converge as the Lakewood Document Manager, Tom Mancini.

Punch List | Create Multiple Items
6. In the Area 1 list, enter: Bldg-A
7. In the Area 2 list, enter: Flr 2
8. In the Area 3 list, enter: North Wing
9. Click the New button.
Note
Areas allow you to break down the list by Building, Floor, Wing, Rooms,
Walls, etc. You can have up to 5 different types of areas, area 1 is typically
the largest and each following area narrows the location for the punch list
item. One Area can be used or 5 or none.
Note
On the navigation tree, click Administration | Punch List Maintenance to
manage and edit the options available in the Areas dropdown lists. Contact
your Prolog administrator if you do not have rights to this feature.

ShopZone Inc. is doing the special flooring work for the medical offices.
12. In the Construction Division field, select: 09700 – Special Flooring
13. In the Typical Condition field, select: No cover on drains
14. Click the Add button.
The typical condition is added to Description field where additional text can be added.
15. Click the Save button.
The item is added to the list at the bottom of the screen.
16. Click the New button to add another item in the same Area-1, Area-2 and Area-3.
19. In the Construction Division field, select: 09700 – Special Flooring
20. In the Typical Condition field, select: Special floor material delaminating

Training Manual
21. Click the Add button.

The typical condition is added to Description field where additional text can be added.
22. Click the Save button.
The item is added to the list at the bottom of the screen.
23. At the top left of the screen, click Save to save these records.
The items just entered are automatically numbered upon saving the record.
Punch List Record – 061 and 062 – Entering multiple items
24. On the Navigation Tree, click All to view all Punch List items.

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All Punch List items

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4 Punch List Reports

There are thirteen (13) different reports for various Punch Lists in Prolog Converge. There is
a Detailed report by Responsible Company and Area that lists all the punch list items for each
contractor on each page of the report and a Detailed Report by Each Area that lists all the
items for that specific room or area on each page.
In this exercise, you will preview a two punch list reports to manage outstanding items on the
project.
1. Click the Reports Web Area.
Reports – Web Area
2. Click System | Field Admin | Punch List

3. Select the report: Punch List [Detailed, Grouped by Each Responsible Company
and Area]
4. Click the Print button.
5. Click View to preview the status.
Preview Punch List [Detailed, Grouped by Each Responsible Company and Area]

Training Manual

6. Select the report: Punch List [Detailed, Grouped by Each Area]
7. Click the Print button.
8. Click View to preview the status.
Note each page of this report is by area; this report can be posted outside each room
or area and initialed when the work has been completed and is ready for re-inspection
Preview Punch List [Detailed, Grouped by Each Area]

9. Click the Projects Web Area to return to the project.

Training Manual
5 Punch List Review Questions
1. Briefly describe a Punch List?
2. The Batch Update Punch List Wizard allows you to?

a. Update Punch List item Areas
b. Attach pictures to the Punch List records
c. Update all fields except Areas
d. All of the Above
e. None of the Above
3. The required field in the Punch List is?

a. Number
b. Description
c. Area 1
d. Area 2
e. None of the Above
4. You cannot update records after they’ve been updated using the Punch List Batch Update
Wizard.
True False

Training Manual
Table of Contents
Related Topics:
Material Tracking 109
1 Material Tracking Overview 110
2 Material Tracking Dashboard 111
3 Material Tracking Record 112
4 Material Packages 114
5 Material Types 115

Training Manual
Material Tracking

Training Manual
1 Material Tracking Overview
Building Construction can be summarized as bringing thousands of materials together into a

complete product. How efficiently and accurately those materials are installed
determines your project’s overall schedule, cost, and success.
The Material Tracking form allows you to impact project efficiencies by tracking the supply
chain status of any material including design, fabrication, transport, receipt installation,
QA/QC status and operation status. Materials can be tracked easily in the field using the Pro-
log Mobile device with all data viewable to the office staff via Prolog Converge.
Business Value
n Increase efficiency and accuracy of materials installations to
increase your project's success.
n Improved visibility into materials location and status.
n Increase operational efficiency with full details about each item for
work orders and other maintenance activities
n One source of truth for all materials information accessible from
both the office and the field - Prolog Materials Tracking Form
Who uses a Material Tracking?

Material Tracking records are important to superintendents, assistant project managers,
project managers, trade contractors and vendors.
Training Objectives
Upon completion of this Field Admin – Material Tracking module, you will be able to:
l Use the Material Tracking dashboard to view materials' supply chain status
l View Material Tracking records
l View Material Package records
l Update Material Types
How Do I Access Material Tracking?

The Material Tracking form is accessed from the Field Admin folder on the Navigation
Tree.

Training Manual
2 Material Tracking Dashboard

At any point on a project, it is necessary to know the status of materials, whether they have
been fabricated, delivered or installed. The Material Tracking Dashboard allows project team
members one location to view material supply chain status.

2. In the Downtown Medical Center project, navigate to Field Management |
Material Tracking | Dashboard
The Material Tracking Dashboards opens.
Material Tracking Dashboard
3. Note the top portion of the Dashboard displays Materials by Type.

4. Note the middle portion of the Dashboard displays Materials by Supply Chain Progress.
5. Note the top portion of the Dashboard displays Materials Packages by Type.

Training Manual
3 Material Tracking Record

At anytime, you can view details on a material tracking record, whether the details were
entered via the Prolog Converge interface or via the Prolog Mobile application.
In this exercise, you will log in to review the status of a material.

Material Tracking | Materials | View All
3. Expand the Chillers group.
4. Open record ACC-A3-009.
The Material Tracking form opens.
Material Tracking Record
5. Click the Detailed Information tab.

6. Note the Material Attributes entered for the material.

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Note
The attributes available are a function of the Material Type selected for this
material. When setting up Material Types, the selection of Material Attributes
and Checklists is defined.

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4 Material Packages
Often times, materials are fabricated and delivered in bundles. Rebar can be fabricated by the
100s, and plumbing fixtures can be delivered in an assembly. With these cases, it is con-
venient to package the Prolog materials together to more easily note shipment, delivery and
installation dates.
In this exercise, you will log in to review the material that comprise a material package.

Material Tracking | Material Packages| View All
5. Expand the Chillers group.
6. Open package ID, CH-A4.
The Material Package form opens.
Material Package
Note
Fields such Supply Chain Status and Date are updated attributes available are a
function of the Material Type selected for this material. When setting up Material
Types, the selection of Material Attributes and Checklists is defined.
Tip
To create another item in this package, highlight the item to copy, and on
the toolbar, click the copy button.

Training Manual
5 Material Types
Material Types are a key component of the Material Tracking module. They are used to
define which material attributes and checklists are made available for which materials. When
a material tracking record is created, the material type selection is made.
In this exercise, you will log in to review the material types defined for this project.

Material Tracking | Material Types| All
5. On the Chillers material type.
The Material Type form opens.
Chillers Material Type Record
6. Note there are five attributes associates with this material type.
7. Click on the Linked Checklist Templates tab.
Linked Checklist Templates
7. Note there are two checklist template associated with this material type.
Tip
The Material Tracking Records tab displays all the material records
Training Manual
using this material type.

Training Manual
6 Material Tracking Review Questions
1. Briefly describe the benefits for using Material Tracking records?
2. Material Tracking records are only accessible via Prolog Converge.
True False
3. Material Tracking form allows you to track?

a. Material QA/QC process
b. Material costs
c. Material fabrication dates
d. Material suppliers
e. A, C, D
4. The material attributes and checklists available per material are a function of what?
a. Your administrative rights to the material

b. Whether or not the material is included in a package
c. The date the material was delivered
d. Material Type

Prolog Converge

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Field Administration

Business Objects' Crystal Reports is a trademark of Business Objects SA.*

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1 About Prolog Converge 5

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2 Creating a Punch List Record 99

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1 About Prolog Converge

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2 About This Course

This training manual is best used with Prolog 9 or higher.

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The following is a brief description of functionalities available in Field Admin:

In addition, you will learn:

What are your goals for this course?

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User Name: Tom Mancini Password: fred

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2 Accessing Prolog Converge 13

3 Prolog Converge Menus and Navigation 15

4 Prolog Converge Web Areas 19

9 Prolog Converge Help 38

10 Access & Navigation Review Questions 40

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Access and Navigation

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n Log on and log off

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2 Accessing Prolog Converge

1. Open an Internet Explorer browser.

Prolog Converge Login Page

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3 Prolog Converge Menus and Navigation

Prolog Converge Menus

Menu and Navigation Bars

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All Active Projects – Grouped by Type of Building

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Close–Out Projects By Region

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All Active Projects By Region

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4 Prolog Converge Web Areas

Prolog Converge Web Areas

More Options Menu

Toggle the Filter Bar - Projects filtered by type of building

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More Options Menu

Video available at Show Tutorial option

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1. Click the hyperlink PCO Log.

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Online Help – Dashboard Definitions

1. Click the hyperlink number under Past Due RFIs.

Past Due RFIs View

Closed RFIs Selection

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Expand and Collapse

1. From the View Menu, navigate to Document Control|Drawings & Spec-

Drawings & Specs Grouped by Recipient

3. Click Collapse to hide the record details.