Support articles

Load Tracking - Location of Shipped Material

Material Locations    Opened by clicking the Current Locations button on the loads or material loaded screens. • Filter - Allows the list of items to be filtered based on any details of the parts. • Shows the current location of the material that has been shipped including the: • Pos - position of the destination in the shipping route.  Blank if the destination is no longer in the part's shipping route. • Location - The name of the firm that the material is currently located at.  Shop if the material has been returned to the shop.  Jobsite if the material has been shipped to the jobsite. •
by Tekla Support US
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  • Load Tracking
  • Location of Shipped materials

Load Tracking - Material Loaded

Material Loaded Shows a list of material that has been added to a load.  The screen can be opened by clicking the View Material button on the loads screen. Buttons Filter - Allows the list of loads to be filtered based on any details of the loads or the parts on them.  If any filters are set on properties of the parts then a Show Empty Loads checkbox will appear below the Filter button.  If checked then empty loads will also be shown. • New Load - Opens the load details screen in insert mode. • Load Properties - Opens the load details screen in edit mode for the selected load. • Delete Load
by Tekla Support US
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  • Load Tracking
  • Materials Loaded

Loading Trucks - Add Material

Add Material Add Material – Click the ‘Add Material’ button, opening the ‘Loads – Add Material’ window.   Opened by clicking the Add Material button on the loads, load details, or material loaded screens.   • Filter - Allows the list of items to be filtered based on any details of the parts. This screen has an included/not-included selection of parts to add to the selected load.  The order of the destinations that a part is shipped to is enforced, so the items available for selection are only those that: • Include the load's destination group in it's shipping route. • Have the firm that the
by Tekla Support US
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  • Load Tracking
  • add material

Load Details

Load Details Click the ‘New Load’ button to start a new load.  The ‘Load Details’ (New) window opens.   Click the drop down arrows to select a location the load is shipping from. • From – Click the drop down arrow to select the location the load is shipping from • Destination Group – Click the drop down arrow to select a load destination • Load # - The load number automatically populates the load number       • Trailer # -  Click the drop down arrow to select a Trailer # • Carrier - Click the drop down arrow to select a Carrier • Capacity – The Capacity automatically populates according to
by Tekla Support US
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  • Shipping
  • Load Details
  • Return
  • Additional on Load
  • Materials On Load
  • Loaded
  • Shipping Ticket Top Text

Loads

Loads Opened from the main production control screen with the Production Control > Load Tracking menu option.  Can also be opened by clicking the Loads: button on the bottom-right of that screen, which also sets a Main Mark filter to the value of the selected item. Menu Options • Find Load (Ctrl+F) - Enter the load # to find it quickly in the grid. • Shipping Ticket - Opens the shipping ticket report selection screen for the selected load.  Disabled if the selected load has not been shipped. Buttons • Filter - Allows the list of loads to be filtered based on any details of the loads or
by Tekla Support US
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  • Shipping Loads
  • Loads

Getting Started with Tekla EPM

Thank you for purchasing Tekla PowerFab! Start here to create your Trimble Identity and download Tekla EPM, Tekla EPM Go, Tekla Structures EPM Modeller and Trimble Connect. When you have downloaded and installed the products, you can begin to learn and explore the functionality in the products using our video tutorials, product guides and webinars.  1   Create a Trimble Identity Click the button below to start creating a new Trimble Identity. Create account If you have any problems creating your Trimble Identity, please follow the troubleshooting steps in the instructions related to
by Tekla User Assistance
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  • Tekla EPM
  • Create Trimble Identity
  • Getting Started
  • Download

Tekla EPM New Feature for Purchase Order Top Text

Tekla EPM New Features Purchase Order Top Text Tekla EPM adds the ability to add default “Top Text” to purchase orders, as seen highlighted in this example: To add PO Top Text options, from the Maintenance dropdown select Purchase Orders -> Top Text Maintenance. In the Purchase Order Top Text Maintenance window, click New. Enter a Descriptions and Top Text, and click Add. You can repeat these steps, and add multiple Top Text options: Top text can be added to Purchase Orders either individually, or as a standard across all POs. To add to an individual PO, from the “Select Requisition/
Requires Tekla Maintenance
by Tekla Support US
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  • Tekla EPM Purchase Order Top Text

Tekla EPM 2019 New Features

Tekla EPM 2019 New Features Track by Time In previous versions, operations were tracked by date only: In EPM items marked for Piece Tracking can now be tracked by time: This can be set up in one of two ways, either by job, or as a Company Standard affecting all jobs. To enable per job, from the “Select Production Control Job” window, select the job and click Edit. In the “Production Control Job Edit” window select the Input Settings tab and check the Piece Tracking by Time: checkbox: To enable for all jobs, from the Maintenance dropdown, select Production Control, then Company Standards.
Requires Tekla Maintenance
by Tekla Support US
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  • Production Control Track by Time

Tekla EPM Go New Features

Tekla EPM Go New Features Inspections Inspections are now accessible directly from the main project page: Trimble Connect The Trimble Connect model interface is accessible from several places in EPM Go. From the main project page, tapping the Trimble Connect icon . . . . . . opens the default view of the model in Connect: Notes: If the model isn’t displayed, select the  , changing it to  . To close Connect and return to Go, click the X in the top right corner. Tapping the Connect icon next to an item in Assemblies . . . . . . will zoom to that item in the model: Select the Bill of
Requires Tekla Maintenance
by Tekla Support US
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  • Tekla EPM GO
  • Trimble Connect
  • Field Use

Link Approved Change Orders to Contact & Invoicing

Instructions for Linking an Approved Change Order with Contract & Invoicing The Tekla EPM Project Management module allows you to track change orders, contracts, and invoicing amongst other features. You can link an approved change order to your schedule of values as part of a contract item so the data will automatically feed into your contract and invoice. The following instructions will guide you through the process of linking your approved change order. First, you need to have a contract item for change orders in your contract. When you are in your project management job, click the ‘
by Tekla Support US
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  • Project Management Change Orders
  • Change Orders
  • Contract & Invoicing

Setting up Port Forwarding

Setting up Port Forwarding EPM GO requires that a TCP port be forwarded to the Tekla EPM server on your network.  Typically, this is done by an IT person on your network firewall/router. Please Note: PowerFab personnel will not manually configure your firewall for you due to the importance of your network security. Details Tekla EPM GO is a peer-to-peer application using a RESTful-like protocol over TCP sockets. Tekla EPM GO is used by steel fabricators to provide a secured, web-facing interface to production data held with in Tekla EPM. Port Number • Any non-standard TCP port (1024 - 65535)
by Tekla Support US
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  • Port Forwarding Setup

Tekla EPM Remote Server and Tekla EPM Remote Monitor Overview

Tekla EPM Remote Server and Tekla EPM Remote Monitor Overview Tekla EPM Remote Server A Windows service that installed on the server for Tekla EPM. It listens for and responds to traffic from EPM GO.  In addition this service is required in order to execute automated events and should be installed during the initial program installation. Tekla EPM Remote Monitor A graphical interface to the Tekla EPM Remote Server service. Using Tekla EPM Remote Monitor TEKLA EPM Remote Monitor is accessed by double-clicking the icon on the desktop found on the Tekla EPM Server: Tekla EPM Remote Monitor
by Tekla Support US
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  • Tekla EPM GO

Project Management - Contract & Invoicing - Making a New Invoice

‘Continuing in Project Management with Contract & Invoicing’ was intended to help users to make a contract item list, formulating then the schedule of values and billing items.  This installment includes the next step of making a new project invoice.   We will review the following: • Adding a new invoice • Review reporting • Invoice review and editing • Linking the billing items to scheduled tasks Start by opening the job in Project Management. Click the bottom right ‘Contract & Invoicing’ tab to open. Notice that the contract and invoice amount are shown.  Change Order information
Requires Tekla Maintenance
by Tekla Support US
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  • Invoicing
  • Invoice Reports
  • AIA style Invoice

Retrieving MTR Documents for Jobs

Retrieving MTR Documents for Jobs 1. Open the job 2. Go to the Production control drop down menu, review and TFS Detials. 3. Set the desired filters for the material and select details. 4. Select the save documents button and select all or selected items 5. Select an empty folder to gather the documents and the index report and click the OK button. 6. This will load the documents in the folder and give you an index report for the file names and heat numbers.
by Tekla Support US
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  • Mill Cert report
  • Heat Number report

Purchase Orders - Ordering and Receiving Materials

Purchase Orders – Ordering and Receiving Materials For this installment we will send requisition material to a Purchase Order, then attach heat documents to the received material.  The steps for this are as follows: • Open the Requisition • Load Materials to a Purchase Order • Receive material • Attach Heat Documents To begin, click the ‘Purchasing’ tab. Click the ‘Requisitions’ tab at the top left of the ‘Selection Requisition/Purchase Order window, click on the requisition, and then click ‘Open’. Review the ‘Requisition’ window: Click to select ‘Load Material Into Purchase Order’ in the
Requires Tekla Maintenance
by Tekla Support US
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  • Purchase Order
  • Requisition to Purchase Order
  • Order Materials
  • Receive Materials

Combine Material In Production Control

Production Control – get those materials combined and priced! In this installment we are combining the Production Control bill of materials and sending that combined list to a requisition.  The program automatically tracks all materials.  Your Production Control cut lists will be based upon the combining result.  When combining options are changed in Requisitions, the cut list is updated accordingly.  You may combine all materials, send all to a single requisition, and then filter that list to send certain items to different purchase orders.  All of this automation simplifies purchasing and
Requires Tekla Maintenance
by Tekla Support US
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  • Combine Production Control Materials

Combine materials into specific lengths

Combine materials to specific lengths - Sometimes vendors may not have the stock material in the specific lengths requested.  Materials will then need to be uncombined and re-combined to those warehouse available lengths.  • Un-Combine material • Re-Combine to specific lengths manually • Re-Combine to specific lengths ‘automatically’ First, uncombined the items, as we need to be working with ‘loose pieces’ to be able to either ‘manually’ or ‘automatically’ re-combine materials to specific lengths.  Click to highlight the item or groups of items, and then click ‘Uncombine’ at the bottom. Click
Requires Tekla Maintenance
by Tekla Support US
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  • Combine to Specific Lengths
  • recombine material

Run Specific Pricing Maintenance

Using Run-Specific Pricing Maintenance Sometimes it is necessary to change material you just combined to a specific length of material based on mill availability. The Run-Specific Pricing feature, found both in Estimating and Production Control, was designed for this scenario. Step-by-step guide Combine material. In the Combining Run window click the Combining Run pull-down > Run-Specific Pricing Maintenance. A Pricing Maintenance window opens specific to this Combining Run; it will not affect the Pricing Maintenance database. Click Shape, Grade, and then Delete the Length you want
by Tekla Support US
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  • Combine to Specific Lengths
  • recombine

Why Material will not combine

Why Material won't Combine There are a few reasons why material would not combine: The grade is different than the PDC job or it is not listed in Pricing Maintenance; or The length for the material is longer than what is listed in Pricing Maintenance; or The dimension is not listed under the Shape in Pricing Maintenance; or On rare occasions, the Shape, Dimension or Grade is not in Shapes/Grades/Sizes.
by Tekla Support US
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  • Combine material
  • Material will not combine

Recommended Directories Structure

Recommended Directories Structure Below is the recommended Directories structure for the server, workstations, and default directories: Program Files: Server: C:\Program Files\Tekla EPM - This is the default program files from the install. C:\Users\Public\Documents\Tekla EPM- This is the default document folder from the install.  All Tekla EPM users should have Full Access to this folder and all sub-folders unless an optional location is to be shared for this purpose. C:\mysql – This is the default location for the MySQL database. (Optional) D:\mysql - This is where the database can be
by Tekla Support US
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  • Default directories
  • file path
  • file save locations

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