PGS Training – PGS File Management July 2017

PGS Overview

PGS Overview The Project Generation Suite (PGS) is a secure, easy-to-use proposal development system designed to support collaborative proposal development. The following presentation will give you step-by-step instructions on how to log into the PGS site, and how to “check out” and “check in” files to write, review, modify, and word proof.

PGS Login and Project Access

PGS File Management – Login Enter your DXC/CSC email and PGS password to login: https://ssp15.svcs.hpe.com/ssp15vm/

PGS File Management – Active Projects After successful login, click on “PGS” Click on the project that you are assigned to under “Active Projects”

PGS File Management – Proposal Files Click on “Proposal Files” under “PGS Home”

PGS File Management – Folder Filter Click on the down arrow and scroll through the filter until you see your name Click on your name *NOTE: You can only check out/in files that are in your folder

PGS File Check Out Methods

PGS File Management – Check Out Method 1 Locate the file you want to check out Click on the arrow (which faces down) under the “Action” column Under the “In/Out” column, the file will show “Out” in blue

PGS File Management – Check Out Method 2 Right click on the file name that you want to check out Click on the down arrow / “Checkout file” option Under the “In/Out” column, the file will show “Out” in blue

PGS File Management – Check Out Method 3 Choose the file you need by selecting the corresponding checkbox Click on the “Check In/Out” button

PGS File Management – File Save As Look for the “Save” bar that will appear at the bottom of the screen (see figure 1 for example) Click on the down arrow next to “Save” and then click on “Save As” Another box will open and appear in the middle of the screen (see figure 2 for example) Save document to a location on your computer *Note: Be sure to save the file as the exact same name as it is on PGS; in this example the file is named and saved as 170_002_01_org2.docx Figure 1 Figure 2

PGS File Backup

PGS File Management – Backup Backing up a file uploads the latest version without checking the file back in Choose the file you need by selecting the corresponding checkbox Click on the “Backup Files” button

PGS File Management – Backup Click on “Browse” next to *File and upload your file from your computer Skip down to the bottom and click on the “Backup” button *NOTE: Backing up the file allows other users to access your latest changes without you having to check it back in.

PGS File Check In Methods

PGS File Management – Check In Method 1 Work on the file from your computer and save the document when you are done Once the file is complete, go back to PGS and check the file back “In” Click on the arrow (which should be facing up) under the “Action” column

PGS File Management – Check In Method 2 Right click on the file name that you want to check in Click on the up arrow / “Checkin file”

PGS File Management – Check In Method 3 Choose the file you need by selecting the corresponding checkbox Click on the “Check In/Out” button

PGS File Management – Check In Click on “Browse” next to *File and upload your file from your computer Click on the down arrow of “*Select a Process” next to *Process and choose “Ready for Edit” Skip down to the bottom and click on the “Check In” button *NOTE: Once the file is checked in and marked for “Ready for Edit”, the Lead Editor is automatically notified.

Conclusion

Conclusion This concludes DXC’s step-by-step instructions on how to log in and upload a file onto the proposal PGS site. If you have any additional questions or issues, please contact your Proposal Manager for assistance.

Thank you.