Tutorials

Viewpoint Spectrum PO Intergration Prep and Upload

Purchase Order Prep and Export for Viewpoint

Viewpoint Vista PO Integration Prep and Upload 

The drawing log portion of Project Management has now been expanded to allow you to host all types of drawings in a more flexible way. You can now add logs for parts, general arrangement, or any type of drawings you wish.

You can now set a default paint system to be used on new estimates. For cleaning systems, you can now use the drop down of existing types or add new cleaning types. For helping to speed up data input, you can also create a clean system, which combines different cleaning types into a single system.

To help you manage your Tekla EPM job listings, we’ve added the ability to open and close jobs for Estimating, Project Management, and Production Control. In the job edit settings, you can choose to view open jobs only instead of the full list. In Production Control, this functionality carries through to Tekla EPM Go. This way, your Tekla EPM Go users only see the jobs set to Open. This helps your shop floor workers to easily find the jobs that are currently being worked on.

An improved Drawings tab has been added to Tekla EPM Go. You can now filter by the different drawing log types, show and hide column headers, and search in a totally new and intuitive way. This drawing area now enables new functionalities such as drawing information editing in the Tekla EPM Go. This gives your project managers more control and flexibility. You can also set permissions for Tekla EPM Go users and user groups for viewing and editing drawings.

The redesigned Project Management screen gives you greater visibility on the project. It offers a more transparent, dashboard-like view into transmittals, RFIs, contracts, check lists, and more.

Using cost codes, you can now break down your material costs on your estimate into your main cost headers such as main sections, fittings, purlins, bolts, etc. and apply specific markups to each group in the estimate summary.

A demonstration of how to export Purchase Orders from Tekla EPM to QuickBooks

How to run Estimating reports and creating a proposal.

How labor is setup and calculated in EPM.

How to import and hand enter an Estimate

Introduction to Estimating Module and setting up Company Standards.

Setting up currency.

Integrations within Tekla EPM

How to setup tax rates and tax groups.

How to edit display and input fields.

In the inaugural PowerFab Tuesday Tips and Tricks, we'll focus on two tools in your PowerFab toolbox: Tekla EPM and Trimble Connect.

How to modify jobs via Maintenance after they have been created.