| Tekla EPM User Assistance

Software version 2019

Tekla EPM 2019

PDF documentation

Configure Tekla EPM
Install Tekla EPM

License Tekla EPM

Manage Tekla EPM users and workstations

Adjust settings and company information

Update Tekla EPM

Use Tekla EPM with other products

Export labor information

Manage the Tekla EPM database

Repair program errors
Start using Tekla EPM
Sign in to Tekla EPM

Set the default printer

Set the standard categories for attached documents

Manage the address book

Manage taxes and currencies

Import files to Tekla EPM

Create, modify, and delete automated events

Customize Tekla EPM

Set up the material database

Set up pricing
Create advance bills of materials
Set up the Combining module

Open the Combining module

Create a combining job

Open a combining job

Copy a page of combining items

Modify combining items

Combine materials in the Combining module

Load combining items into purchasing

View all changes in a combining job

Export a combining job to Kiss

View and print combining reports
Create estimates
Set up the Estimating module

Open the Estimating module

Create an estimating job

Open an estimating job

Store document references for an estimating job

Modify an estimating job

Add materials to an estimating job

Copy and multiply estimating items

Modify estimating items

Delete an estimating item

Create, modify, and delete production codes

View estimating job details

Calculate the estimating job

Import and export files to and from the Estimatingmodule

Use Trimble Connect with an estimating job

Combine materials in the Estimating module

Load estimating materials to other modules

Create a proposal

Manage estimating items
Set up and manage the inventory
Define the default inventory settings

Open the Inventory module

Open Inventory History

Store document references for inventory

Manage inventory items

Add, modify, and delete stock quantities to be maintained

View inventory details

Import and export inventory information
Manage projects
Set up the Project Management module

Open the Project Management module

Create a project management job

Open a project management job

Store document references for a project management job

Manage and assign project tasks

Manage companies in the project

Manage drawings

Manage transmittals

Manage requests for information

Manage the project journal

Manage change orders

Manage the project task list

Manage the project check list

Define time tracking settings

Manage contract and invoicing information

View, print, or export the project summary

Import and export project management information

View, print, or export project management reports
Manage the fabrication process
Set up the Production Control module

Open the Production Control module

Open and view a production control job

Create a production control job

Store document references for a production control job

Modify a production control job

Manage production control items

Add piece tracking and load tracking information and loads to the current production control job

Create, modify, and delete loads

Add piece tracking information

Import, view, or delete CNC files

View production control job details

Use Trimble Connect with a production control job

Export production control information

Finalize the production control job
Set up the Purchasing module
Define the requisition settings

Define the purchase order settings

Create, modify, or delete cost codes
Create and manage requisitions
Create a requisition

Open a requisition

Modify a requisition

Store document references for a requisition

Add a requisition item

Copy a requisition item

Modify requisition items

Delete requisition items

View the pricing history of a requisition item

View all changes in a requisition

Load requisition items into a purchase order

Export a request for pricing

Import pricing information to a requisition

Update pricing information

Combine items in the Requisition # dialog box

View, print, or export requisition-specific reports

Delete requisitions
Create and manage purchase orders
Create a purchase order

Open a purchase order

Modify a purchase order

Store document references for a purchase order

Filter information in the PO # dialog box

Add a purchase order item

Copy a purchase order item

Copy material items to another purchase order

Modify purchase order items

Receive purchase order items

View heat documents attached to purchase order items

Send purchase order items to a requisition

View the pricing history of a material item

Finalize purchase order items

Delete purchase order items

View all changes in a purchase order

View the transaction history of a purchase order

View, print, or export purchase order reports

View, print, or export job-specific receiving reports

Approve a purchase order

Delete purchase orders

Export purchase orders to Timberline or Sage 300 CRE
Create and manage customer orders
Set up the Order Entry module

Open the Order Entry module

Filter the order entry information

Create a quote or an order

Modify a quote or an order

Convert a quote into an order

Convert an order back into a quote

Delete a quote

Add an invoice

Add a payment

Add a credit

Add a delivery

Add a return

Create order or quote reports

Manage quotes and orders
View and manage information remotely in Tekla EPM Go
Install Tekla EPM Go

Sign in to Tekla EPM Go

View and manage production control job information

View and manage inventory materials

Add time tracking records

View and modify general inspection test records

Sign out of Tekla EPM Go