| Tekla EPM User Assistance

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Tekla EPM 2020i

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Tekla EPM 2020i
Tekla EPM 2020i release notes

Tekla EPM Go 2020i release notes
Update Tekla EPM
Update Tekla EPM automatically

Update Tekla EPM manually
Configure Tekla EPM
Install Tekla EPM

License Tekla EPM

Manage users and workstations

Adjust settings and company information

Set up and work with integrated software

Manage the Tekla EPM database

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

Adjust the initial settings

Manage the address book

Manage taxes and currencies

Import files to Tekla EPM

Create, modify, and delete automated events

Customize Tekla EPM
Create advance bills of materials
Set up the Combining module

Open the Combining module

Manage combining items

Combine materials in the Combining module

Load combining items into purchasing

Export a combining job to KISS

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

Open the Estimating module

Manage estimating items

Import files to and export files from the Estimating module

Use Trimble Connect with an estimating job

Combine materials in the Estimating module

Create a proposal
Set up and manage the inventory
Define the default inventory settings

Open the Inventory module

Store document references for the 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

Add and modify project information

Define time tracking settings

Manage contract and invoicing information

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

Manage production control items

Create, modify, and delete loads

Track production by piece mark

Use Trimble Connect with a production control job

Export production control information

Finalize a production control job
Manage requisitions and purchase orders
Set up the Purchasing module

Create and manage requisitions

Create and manage purchase orders
Create and manage customer orders
Set up the Order Entry module

Open the Order Entry module

Filter the order entry information

Manage quotes and orders

Add an invoice

Add a payment

Add a credit

Add a delivery

Add a return

Create order or quote reports
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

Add time tracking records

View and manage inventory materials

View and modify general inspection test records