The purpose of the production scheduling feature in Tekla EPM is to provide improved visibility to the planned and actual production times as well as resource allocation in the short and long term. There are several aspects of this feature that can be used independently but that also work together for enhanced power and flexibility:
Using production codes to apply targeted labor averages from estimating to the production bill of materials for reporting on planned production hours.
Linking the project schedule to production statuses to show the planned hours of each task.
The "Failed to connect to the remote server" message indicates that the website cannot connect to your database.
Steps to correct this would be:
Check to see that the Tekla Remote Server service is running on the server.
Verify that the firewall on the server or the network firewall is not blocking the connection.
Ensure the port forwarding has not changed or is properly set up on the network router.
Ensure that the connection address has not changed.
More information on these items can be found at: https://teklaepm.support.tekla.com/2020i/en/go_install
The Document Index in Tekla EPM allows you to organize any type of document that you send or receive for a project. In addition, heat documents are maintained by supplier, PO #, and Heat # allowing you to have instant access to the documents for your inventory as well as the material used on a job.
The best way to think about the Document Index is like the index at the back of a book. In a book index the subjects are categorized (with sub-categories for complex subjects) and references are made to the relevant pages. In a similar way, the Tekla EPM Document Index has user-defined categories (
This feature allows you enter any number of alternate designations for a dimension. They will be used during import to redirect material to the desired Tekla EPM dimension.
Dimension Alternates – Setup
Select the menu option Maintenance -> Shapes/Grades/Sizes.
Select a shape (PL in this example).
Select the dimension “7/16 x “.
Select the menu option Shape / Grade / Size Maintenance -> Switch to Metric/Imperial Mode -> Switch Sizes to Metric Mode.
The dimensions are now shown in Metric mode:
The default metric equivalent of PL 7/16 is 11.1mm. If you were to receive an import file
This feature allows you to save a cut list in Tekla EPM. After a cut list is saved you can identify any changes that affect the cut list, quickly re-print a cut list, and track the completion.
Create a Cut List
In order to create a cut list the production control job must be combined and linked to material in inventory, either in stock or on a purchase order. A cut list cannot be generated from requisition material.
In a production control job there is a new menu group: Production Control -> Review. It contains the following options:
Cut Lists – Opens the screen described below.
This feature allows you to load the CNC files for the parts in a job into Tekla EPM. Information about the part is extracted from the CNC file and made available in the production control job. CNC files can be loaded into EPM during a production control import or manually from the job.
Loading CNC Files During Import
During the production control import process you will be prompted to select the directory that contains the CNC Files associated with the current import:
You must also enter the file extension of your CNC files if it is different than the existing value. Currently EPM can read
Once good pricing has been entered into a requisition or purchase order it can now be pushed back into pricing maintenance so it can be used again in the future.
On the main requisition or purchase order screen select the line items that have the pricing you want to send to pricing maintenance. Please note that line items with a price of base price of 0 will be ignored.
With the items selected, go to the requisition (or purchase order) the drop-down menu option Update Pricing Maintenance. or
The Pricing Update screen then appears showing the sizes that have been selected. Note that each
The job-specific pricing maintenance feature allows pricing to be updated and used by the estimate without affecting any other jobs in the system. The job-specific pricing area is used as an override for the estimate. When an item on the estimate is priced the job-specific pricing area will be checked first. If the shape/grade/size exists in the job-specific area then that price will be used, otherwise the estimate will fall back to the global pricing maintenance areas (based on the estimate settings) in order to price that item.
Job-Specific Pricing Maintenance
While working in
In FabSuite 16.1 and earlier a saved cut list was very prone to becoming invalidated if changes were made to the production parts or inventory records involved. Invalidated cutting details were often the result of:
Changing the shape, grade, or dimensions of a production part, breaking the link to the inventory item.
Changing the length of a production part. If the length is increased it will often break the link. If the length is decreased it will not break the link but it will invalidate the cutting detail.
Changing the combining details of the inventory item. This includes combining
Set up Object Representation in Tekla Structures to view Tekla EPM Production Status imported with the Tekla EPM Plugin.
1. In Tekla EPM, open your Station and Route Setup . . . Maintenance -> Production Control -> Station and Route Setup:
2. Note the names of your stations:
3. In Tekla Structures, under View select Representation to open the Object Representation window:
4. In the Object Representation window select the Color by Shop Status (Steel) option in the pull-down and click Load:
5. Map the Object Groups to the Stations in EPM. Then delete the Color by Shop Status (Steel) - In
This Bluebeam to Tekla EPM Integration is designed to reduce the effort of estimating when using Bluebeam and EPM together.
In order to accomplish this, we are providing a set of Bluebeam custom columns. Using these columns while performing the take off in Bluebeam will allow a CSV formatted summary to import directly into a Tekla EPM Estimating Job.
Tekla EPM Custom Columns.xmlAll Tekla EPM Custom Columns.xml
Import one of the XML files linked above:
In Bluebeam Revu open Markups at the bottom of the screen. Then from the Markups List
Tekla EPM includes an option to forcibly log another user out of EPM. This is useful in cases where you need another user to exit the program so an upgrade can be performed or to free up a network license for another user. To begin, select the menu option File > Administration, then on the Administration screen select the menu option Administration > Users Currently Logged In.
This screen has always been part of EPM, and it shows all of the users logged into this database. Here it shows that the users 'admin' and 'epm' are currently logged into the program. This new feature has
The idle session timeout setting will cause Tekla EPM sessions that have not received any user input for a certain period of time to automatically log out and close the program. With this option you can ensure that users that are not active in the program do not continue to utilize one of the available network licenses. To set the idle session timeout select the menu option File > Administration, then on the Administration screen select the menu option Administration > Settings.
On the Administration Settings screen you will find the 'Tekla EPM idle session timeout' setting. If it is
In order to upgrade the MySQL version you must be running Tekla EPM 2020SP2 or later. All steps must be performed from the server where MySQL is installed.
1. Make sure that all users have logged out of Tekla EPM.
2. Download mysql-upgrade-5.6.36.exe. Do not run this executable directly, it will be run by the upgrade utility program.
3. Open Windows Explorer and browse into the Tekla EPM program files directory, the default location is: C:\Program Files (x86)\Tekla\Tekla EPM
4. Double-click on MySQL_Upgrade.exe to launch the upgrade utility program: 5. Click the
You need a Trimble Identity to download and use Tekla EPM.
The licenses of each Tekla EPM user are tied to the user's Trimble Identity. For this reason, users always need to sign in to Tekla EPM with their Trimble Identity. In addition, each Tekla EPM user needs to be added to the company's organization by a user with administrator rights.
If you are the named contact at your organization, Trimble automatically creates an account for you or connects your existing Trimble Identity to your organization. The named contact has administrator status and must add other users into the organization to
Minimum Server Specifications
• Operating System: Windows Server 2012
• Memory: 8 GB
• Server Disk Space: 10 GB
Recommended Server Specifications:
• Operating System: Windows Server 2012 / 2016/ 2019
• Memory: 32GB RAM
• Server Disk Space: 100GB reserved for Tekla EPM (software and data), solid state drive (SSD)
• Standard drives are acceptable, but SSD’s truly make a difference in response times.
• No specific recommendation on processor. However, the preference is that the server NOT be Virtualized, or if Virtualized, the entire server be dedicated so the processor is not split.
Steps to moving the program to a new server (all user's must be out of the system)
Perform the server installation on the new server.
Tekla EPM Server: The Tekla EPM Server is usually the first and needs the following installed:
Tekla EPM - Run the installation file and then open and run the application to complete the database install. A Trimble ID is used for the sign in and initial user name is admin and the password is fab
Remote server service. Run the TeklaEPMRemoteServerSetup From the C:\Users\Public\Documents\Tekla\Tekla EPM\Backup
In the settings for the remoter monitor sign in
You might see this error when you try to log into your Trimble ID as you try to log into Tekla EPM.
Here is the Fix for this error:
Open Windows Explorer and on the top type in %LocalAppData% and press enter
This should take you to C:\Users\[username]\AppData\Local
Now search for: tokencache
It should be found under Local\IsolatedStorage\[then several more crazy-named subdirectories]
Select this file and delete it
Now close and re-open Tekla EPM and you should be able to successfully do the Trimble Identity sign-in.