Assignments 4, 5, 6 will all be done in Prolog and will be based on the BYU Health Center Project. The scope of the project, the budget and the subs have been reduced to help simplify the learning process. You can check out a specification book for this project from SNLB 230,
secretary’s office. The book must stay in the building.
Prolog 6 is currently only available in the computer lab in SNLB 219. If you are interested in purchasing a student version (full scale version that times out in 6 months with another 6 month renewal) contact the instructor. The cost has typically been about $35.00.
To access Prolog 6 you must be in the CM 415 course and obtain a password from the instructor.
Objectives:
Task 1: Setting up a new project
Task 2: Setting up companies in the database Task 3: Setting up the SOV for the project
Task 4: Create a transmittal cover sheet for your assignment Task #1: Setting up a new project
Use Prolog to setup a new project called: YourName .pmd (this mean your personal name)
*You do not need to print a report for this first task, however, without following these steps to complete this task, the rest of your reports will be incomplete when they come out!
The Company address and information are:
230 SNLB Provo, UT 84602 Phone: 801-378-8758 Fax: 801-378-7519
Email: Your email address.
Project Manager: Brigham Young
Superintendent: You (type in your name) Job Starting Date: 1/23/02
Job Finish Date: 1/23/03 Instruction for this task:
1. Go to Start, CAEDM Programs, Sot Programs, Prolog Manager 6.
2. Click on File, Open Database.
3. Select the appropriate Server under the Connection Name (The professor or the TA should have signed you your server number). Then click on the “ ” refresh button to get all the user name into the pull down list on the left, then use the pull down menu to find your name under User Name, then type in your Pass Word (it is the last 4 digits of your social security number), then hit OK.
4. When a Project List Window comes up, click on the “Create Project” button, and this will take you to a Portfolio Manager window, click OK to use the default project
template, then the Portfolio Manager window will be active for you to create a new project.
5. Click on General tab on the top, type in “W.O.#R-####” (the “####” should be the last 4 digits of your SSN) as the Project Number, the Project Name should be
“YourName.pmd” (for example, my name is Tom Swift, so I would type in
“TomSwift.pmd” as the project name, there should be NO space between the last name and the first name, type first name first.)
6. Then use the information provided above to fill in the Job Telephone #, Job Fax #, Start Date, Finish Date, Project Address (remember to hit “Enter” key to separate street address and city, state, zip. It’s just like how you would write on an envelope). Choose
“Construction” as Project Status, the Approximate Contract Value is $1,936,735 (when type in this amount, do not type in a dollar sign or the thousand separation coma), for Description, type in “This is the project for the new BYU Health Center”.
7. Click on Miscellaneous tab on top, Choose Lump Sum as the Type of Contract, Steel and Concrete Frame as Type of Construction, Medical as Type of Building, then fill in the Province/State, Territory, Region, Country, using Provo, UT as the location reference. (you should always use the pull down menu for each item to see if there is something that you can use already, if not, then create your own).
8. For Company ID, type in the initial of your first name, then your last name (for example, my name is Tom Swift, so I would type in “TSWIFT”. Remember there is NO space between). It should automatically pull up your Company Name that has been already set up in the database (The TA should have created you as a general contracting company in Company Setup). Then type in the name of Project Manager, Superintendent using the information given above.
9. Click on Project Details tab on top, under Company Name column, type in BYU as the Owner, your name as the Contractor, VCBOA as the Architect shown on the cover sheet of the specification book for BYU Health Center Project. Contract Date is 1/20/02.
10. Click on Contacts tab on top, click on Add Link… button to add a link. A Contact Pick List window should pop up. Pick your company, M.C. Green & Sons, RK Concrete, Max Masonry, Doors to Go, Captain Cabinet from the list, then click OK. (You have just been linked as the GC and five subs to your project. Usually, you have to go into the project to set up your subs under Company Setup first before you can do this, and then come back to finish up the Project Profile under Create Project. But this time, I have done this for you.)
11. Now you have finished the basic information for setting up a new project, click on Save at the bottom of the window to exit out of there. (This may take awhile)
Task #2: Setting up companies in the data base Go into the project you just set up, to set up company.
1. Click on File, Open File, (if you have logged off after Task #1, then log in again as what you have done for task#1). Now you should be in your project and ready to go. You will notice that there is a vertical navigation bar on the left hand side of the screen. Take a look at it so that when you read the instruction, you will find the right bar/button easily.
2. On the Navigation Bar, Click on Admin, Company Setup, the Company Setup window should be opened up by now. Click on the “ ” Look Up button at the bottom of this window; it will take you to another window where you can select the company to edit.
Do not edit any company information other than your own! Notice when you click on any of the column heading once, the computer will sort your company information according to that column heading you just clicked on in a ascending order, if you click on the same column heading again, then it will sort in a descending order. Knowing this now, let’s click on Company ID once to sort it; this will make it so much easier to find your name in an alphabetical order. Find your Company ID (I have created a general contracting company for every student which is named from your first name’s initial plus your last name. For example, my name is Tom Swift, so my Company ID will be
“TSWIFT”). Highlight your company’s row and click on Edit button at the top of this window to return to the main Company Setup window.
3. Now you are ready to edit your company’s profile. As you can see, I have filled in the top of the window for you, such as your Company Code, Name, Short Name, and Type of Company (for subcontractor’s company, select Subcontractor as the Company Type, and that is how you can set up a sub). Now it is your responsibility to follow through the rest of the steps and fill out all the other information that’s missing for your company.
4. Under General tab, type in Main Office as the Current Main Location, select General from the pull down menu for your company’s Main Construction Division, type in General Contracting for your company’s Trade. You may leave Specification Section blank considering you are a general contracting company. However, if you are setting up this for a subcontractor, then you do have to type in the sub’s 5 digit CSI code in there.
Type in Your Name as the one who supplied this information, your title is Superintendent, and type in today’s date (the short cut for this is CTRL+D).
5. Then click on Address tab; Follow along the Main Office row, under Display Address column, type in the project address that has been given at the beginning of this
assignment. Make sure the way you input the address is how you would like to display on a mailing envelope. Then under Address 1, type in the street address only, then Apartment#/Suite#/PO.Box# for Address 2 and Address 3 (if there are any, if not, just leave them blank). Fill in City, State, Zip, Country, Tel#, Fax#, E-mail (use the same information as Task#1). Choose General from the pull down menu for the Address Type (General means that it is the address for all purposes, such as mailing, billing,
contacting). Make sure the Main box is checked (it means that this address serves as the main address for your company if you have more than one address set up in there. The computer should automatically check one of the address locations as the main address).
6. Click on Contacts tab, fill in your name as the Emergency Contact, and type in 801-555-5555 as the Telephone# on the right of your name. Then Add Row to start setting up you as a contact for your company. Under Contact ID, I have already typed it in for you for class purpose. Notice that I have used your first name’s initial plus your last
name as the Contact ID. (For example, my name is Tom Swift, then I would type in
“TSWIFT” as my Contact ID) The key is to develop a standardized input system that everyone in your company will follow. It will make your life ten times easier as you go along with other tasks in Prolog. For our class, this is the standardized system I have set up for everyone to use: your first name’s initial plus your last name as the Contact ID.
7. Now you need to finish filling out the rest of your information as a Contact person for your company: Initials, Prefix (use pull down menu), First Name, Middle Name, Last Name, Title (superintendent), Location (use pull down menu to select Main Office), Tel#, Fax#, E-mail, check the Notify box. Click on the little button under Linked Column to take you to a Select Project window. Click on the project you have created, then click on the right arrow button to move the project to the right side of the window, then click OK to return to the main window. Make sure the Main box and the Active box are both checked.
8. Now click on the General tab again, notice that the company’s tel# and fax# have been automatically fill out already. This is because at the beginning, you have typed in Main Office as your Current Location, then after you have filled out all the information for that location under Address tab, the computer just took the information you filled in there to fill in the tel# and fax# on this page. Click Save and say Yes to commit changes and save the changes you have made. Do not close it yet!
9. While this company profile is still open, click on the “ ” quick print button at the top of the Prolog window, the Report Manager should pop up and the default Companies and Contacts’ report format should already been highlighted. It is called “Company Contact List [Detailed, Listing of Company Contacts Grouped by Company]”. Leave it there and click Run to see a print preview of the report. When everything looks good and all the necessary information are all on the report, click on the little “ ” button at the top of the preview window to print this report out. To exit out of the print preview window, click on the red “X” symbol on the top left corner of this preview window, then click Close to get out of the Report Manager window. Now you can go ahead and close out of the Company Setup window.
Task #3: Setting up the SOV for the project
In this task you will set up 32 Account codes with the SOV’s (Schedule of Values) into the budget.
Use the information below:
# CSI Division CSI Section Budget Amount $
1 1 01010 80000
10 6 06100 56455
(Remember, even if the amount is zero, such as item #28, you still need to set it up as a budget account for zero dollar amount budget. This way, others will know that you have taken this account into consideration).
1. Go to Cost Control bar, Budget to open up Budget window. Opening up your
specification book to the Index portion, follow the description for each CSI specification to enter the budget Description in Prolog. (for example, for section 01010, you would type in “Summary of Work” as the Description.)
2. Under General tab, use pull down menu to fill out Phase of the Project (choose Construction), Division (depends on the account’s CSI division from the Table above), CSI Code (depends on the CSI Section from the SOV Table above), Scope (choose Original Scope), Extension (type in 00), Category (choose Sub Contract). Then enter the Original Amount according to the Table above. Make sure you don’t put in “$” sign or separation coma. Notice when you hit enter there, the same amount will be filled in as Uncommitted Cost. The computer automatically assumes that you have not subbed out or allocated any of the money yet until you sign value to your subcontracts when you do that later on into the assignments.
3. Take a look at what is under the rest of the tabs but leave them as they are. Then click
“Save”. Do the same for all 32 accounts. So at the end, when you click on the “ ” button, there should be 32 budget codes under the list for budget. *When you make a mistake in this window, you cannot erase any budget until you go to Cost Control, Budget Control to delete the budget control file which is related to this budget, then you
can come back to this window to delete your mistake. The reason why is because the computer automatically creates a budget control when you save a new budget.
4. To print a SOV summary report, click on Reports bar, Cost Control, Budget to opening up the Report Manager window. Under Reports Tree tab, computer should already highlighted the “Budget” report section. Under there, there should be many different types of report format you can choose from. For this homework assignment, highlight the 2nd budget report down called “Budget [Actual Costs Summary, Grouped by Group 1 and Group 2]”, then click Run at the bottom to see the print preview of the report. When everything looks good, click on the little “ ” button to print the report. There are many other things you can do to a report under the Report Manager window’s different tabs. However, for this assignment, you are not required to do any of that. Exit the print preview mode the same way you did it in task#2.
Task #4: Create a transmittal cover sheet for your assignment
Now as you have completed task #1-3, you are ready to create this cover sheet for your work in Prolog.
1. Go to Doc Control bar, Transmittals and Correspondence Log. When the window is open, enter today’s date under Date. This Log is logged by you (so type in your name).
Check the Closed box.
2. Under General tab, Select the appropriate answer for Transmitted By, Company, To Attention, Company, Notice that if you have filled out your company setup correctly, your company’s address information should appear on this page. Under Delivered Via, select Hand which stands for it’s hand delivered. On the right hand side of the window, under Package Transmitted For, check the boxes in front of Information, Review.
3. Go to Detailed Items tab, Add Row. Enter the following information into there. *One item per row:
Qty Item Description Status Transmitted
(for)
1 Report Company Report Completed Review
1 Report SOV Budget Report Completed Review
You only have to fill out the above information; the rest of the columns can be left blank.
4. Now Save it and while it is still open, click on quick print to open the Report Manager. Leave the report format at the default, and then Run it to preview. Print it!
(This is your cover sheet for assignment 4.)