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  • Planned Giving Manager is usually called PGM, or it may be referred to by its publisher's name, PG Calc.
  • The current version, shared on the APPS drive, is 7.12, as of 123/1905/20142015
  • Here is the publisher's marketing page.
  • Here is a link to the support page; the knowledgebase is available without having to login.
  • The same publisher produces a Windows application called GiftWrap, used by some of the same people but licensed separately.
  • The extra "CGA Manual" is covered under the PGM license for all users.

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  1. If not logged in as a member of the PGMUsers_gs group, login to the computer using the ITS account, which has rights as a local Windows Administrator-equivalent.
  2. Make sure you have drive W: mapped.  (The usual MapNetworkDrives.bat script will do this.)
  3. On Windows 7, choose the Start logo, then right-click All Programs and choose Open. (This will be user-specific.)
  4. A Windows Explorer window will open with the Start Menu folder selected.  Open the Programs folder in this Start Menu folder.
  5. If it does not already exist, make a new folder here titled "PG Calc", and open it.
  6. From within the PG Calc folder, create a new shortcut with these properties:
    1. Location: enter or browse to W:\Windows\PGM\pgmw32.exe
    2. For the name, enter PGM
  7. Test the shortcut by running it; the ITS account has used to have rights, as a member of the PGMUsers_gs AD group.
  8. From within the PG Calc folder, create a new shortcut with these properties:
    1. Location: enter or browse to "W:\Windows\PGM\CGA Manual\CGA Manual.pdf"
    2. For the name, enter CGA Manual.
  9. From within the PG Calc folder, create a new shortcut with these properties:
    1. Location: enter or browse to "W:\Windows\PGM\CGA Manual\Prototype Documents" (the folder, no one file within the directory)
    2. For the name, enter Prototype Documents

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The users are the only ones who know how to use this software; the current contact is Judy Tabert, whose liaison is Russ BauerNichole Wrolstad. Sande Nissen in ITS has performed the network-based installation and all the upgrades.

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If this user needs to run PGM, send create a WebHelpDesk ticket with their username to ???? to be added for Les LaCroix to add to the PGMUsers_gs AD group.

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