1. Prolog – Take the Next Step
Week One – Take one project a day for 30 minutes
Login
Open the Project Portfolio Manager
Open a Project, Go into Portfolio Manager
Work on the Portfolio Manager
General Tab
Using the drop down select the correct Project Status
Fill in project description, Core CT#, Construction Value, Project Address, Start Date, Finish Date and General Notes

2. Prolog – Take the Next Step

3. Prolog – Take the Next Step
Week One (continued) – Take one project a day for 30 minutes
Next continue work in the Portfolio Manager
Miscellaneous Tab
Check the drop down items for Delivery System, Type of Project, Type of Facility, City/Town project is located in.
Check that the correct Project Group is selected, and check the name of any Associate PM or APM who is helping on the project.
Fill in the Agency and Agency contacts.
Fill in the names of Key Project Team members.

4. Prolog – Take the Next Step

5. Prolog – Take the Next Step
Week One (continued) – Take one project a day for 30 minutes
Next continue work in the Portfolio Manager
Project Details Tab
Fill in the Legal Company Names and Addresses for those Firms which you have Contracts with.

6. Prolog – Take the Next Step

7. Prolog – Take the Next Step
Week Two – Take one project a day for 30 minutes
Send an to your Project Team on each of your Projects
Using your Outlook , send an to your project team on each project and instruct them to start sending a copy (CC:) of all s to the project’s address. See a sample on the next page!

8. Prolog – Take the Next Step
A Subject will assist in locating
Information later in Prolog,
by using the Find Feature in Prolog

9. Prolog – Take the Next Step
Week Two (Continued) – Take one project a day for 30 minutes
In Portfolio Manager for the project
Click on the Messaging tab to see the project address

10. Prolog – Take the Next Step

11. Prolog – Take the Next Step
Week Two (Continued) – Take one project a day for 30 minutes
In order to receive project
Step 1 - Click on the Tools button
Step 2 - Click on the Messaging button
Step 3 - Click on the Mailbox button
Step 4 - Click on the Get Project Mail button and a screen like the one boxed out in orange will open and any awaiting on the server will be downloaded into our Prolog files.

12. Prolog – Take the Next Step

13. Prolog – Take the Next Step
Write rules in Outlook to forward all project related s to the Prolog Project address to include the s that already exist in your inbox. See the next page on how to do so.
Note: This will prove very helpful in projects that have more than one Project Manager…the s will stay with the project account, not the present or past PM!

14. Prolog – Take the Next Step
In Microsoft Outlook, select Tools – Rules and Alerts
766

15. Prolog – Take the Next Step
Click on New Rule

16. Prolog – Take the Next Step
Click on Start from a Blank Rule

17. Prolog – Take the Next Step
Click on a condition

18. Type in the words
That you want the
Rule to check for

19. Step 2
Step 1
Step 3
Step 4
Step 5

20. Check boxes
Click on Finish

22. Prolog – Take the Next Step
Create Project Directory in Contacts for each Project.
Work with your Group Secretary to add companies and contacts to the Prolog Company and Contact Database.
If you give your group secretary a list of all of the people associated with the project, she can put those people into the database if they are not present and then link them to each of the projects.

23. Prolog – Take the Next Step
Once the project directory is built within your project contacts tab, that directory will automatically open up whenever the forms and letters are utilized within Prolog
Make sure that you include DPW members of the team…PM, ADPM,
APM, etc.