1. PGS Training – PGS File Management
July 2017

2. PGS Overview

3. 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.

4. PGS Login and Project Access

5. PGS File Management – Login
Enter your DXC/CSC and PGS password to login:

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

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

8. 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

9. PGS File Check Out Methods

10. 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

11. 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

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

13. 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

14. PGS File Backup

15. 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

16. 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.

17. PGS File Check In Methods

18. 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

19. 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”

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

21. 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.

22. Conclusion

23. 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.

24. Thank you.