Customize menu options

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Customize menu options

You can customize the drop-down menu options available in the Combining, Estimating, Inventory, Production Control, and Purchasing modules. For example, you can add or modify the options visible in the menu, and define shortcuts to access the different menu commands.

For the Purchasing module, you can customize the menu items separately for purchase orders and requisitions.

Note:

Be careful when customizing the menu options. Significant changes to the menu options can prevent you from following the instructions given in the user guide or by the Tekla EPM support.

  1. Click the Maintenance ribbon tab.
  2. On the menu, go to the desired module and select Menu Setup.

    The Menu Setup Types dialog box opens.

    The dialog box contains two types of items:

    • Text items that serve as headings that group different commands.

    • Action items (marked with *), which are commands in the menu.

    Note that the current menu items of the module match the options in the Included list.

  3. Click Edit Types.
  4. To create personalized menu setup settings, click New.

    Creating personalized settings is useful because you can use a menu setup that meets your personal needs, while the default settings remain untouched.

  5. In the Description field, type a name for the personalized settings.
  6. To start customizing the menu, click Save.
  7. In the left-hand list, select the settings that you want to customize.
  8. According to your needs, do any of the following:
    To Do this

    Add a text item to the menu

    Text items serve as headings under which you can place action items, or items that are marked with an asterisk (*).

    1. In the Included list, select the item under which you want to add a text item.

    2. Click Add Text Item.

    3. Type text for the item.

      This text will be visible in the drop-down menu.

    4. Click the new text item in the Included list to select it.

    5. To add action items under the text item, click an action item in the Not Included list to select it.
    6. Click > to add the item under the new text item.

      The action item is moved under the text item.

    Add a line to separate menu items

    1. In the Included list, select the text item under which you want to add the line.

    2. Click Add Line.

    Change the order of the menu items

    1. In the Included list, select the item that you want to move in the menu.

    2. Click the Up and Down buttons to change the position of the menu item.

    Add a shortcut

    1. In the Included list, select the item to which you want to add a shortcut.

    2. In the Shortcut list, select a shortcut that you want to use to access the menu item.

    3. Click Update.

    Change the name of a menu item

    1. In the Included list, select the menu item that you want to rename.

    2. Click the Edit Text button.

    3. Type a new name for the menu item.

    4. Click OK.

  9. Click Save to save the changes and then, click the Close button (X) in the upper-right corner to close the dialog box.
  10. In the Type list, select the settings that you want to use when working in the associated module.
  11. Click Save.

The menu items are updated to match the changes that you made.

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