Load materials into another estimate

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Load materials into another estimate

Use the Load Material Into Estimate and Load Selected Material Into Estimate commands to copy material from an estimating job to either another existing estimating job or to a new one. These commands are particularly useful when more than one person is working on a bid, or when you are making pricing breakouts on adds or deducts. You can load all items into another estimating job or select the items that you want to load manually.

Note:

To create pricing for the added material, you need to delete the copied items manually from the original location. Tekla EPM does not automatically remove items from any estimate.

Load all or filtered items into an estimate

  1. In the Estimating dialog box, click the Estimating ribbon tab.
  2. On the menu, select Load Material > Load Material Into Estimate.
  3. In the Select Estimating Job dialog box, do either of the following:

    To

    Do this

    Load the material into an existing estimating job

    • Double-click the estimating job to which you want to load the material.

    Load the material into a new estimating job
    1. Click Add.

    2. In the Estimate Job Edit dialog box, type a job number.

    3. Define any other necessary properties for the new estimating job.

      Note that you can also change the estimating job properties later.

    4. Click Save.

    5. Double-click the new estimating job in the Select Estimating Job dialog box.

  4. In the New Page # field, type the page where you want to copy the material.
  5. Click OK.
  6. To only load specific types of items, in the Estimating Import Filters dialog box, select a filter type in the Type list, and click Select.
  7. In the Filter dialog box, do one of the following depending on the filter type:
    • Click the arrow buttons to move the items that you want to load to the Included list.
    • Type the maximum and minimum values for items that you want to load.
  8. Click OK.

    To further limit the items to be loaded, repeat steps 6 to 9 for the necessary filter types.

  9. Click Import.

Tekla EPM loads all or filtered items into the selected estimating job. You can see the progress of the process in the Import Items dialog box. After loading the material has finished, click OK to close the Import Items dialog box.

Load selected items into an estimate

  1. In the Estimating dialog box, select the items that you want to load to another estimate.

    To select multiple items, hold down Ctrl.

    To select a range of subsequent items, hold down Shift.

  2. Click the Estimating ribbon tab.
  3. On the menu, select Load Material > Load Selected Material Into Estimate.
  4. In the Select Estimating Job dialog box, do either of the following:

    To

    Do this

    Load the material into an existing estimating job

    • Double-click the estimating job to which you want to load the material.

    Load the material into a new estimating job
    1. Click Add.

      The Estimate Job Edit dialog box opens.

    2. Type a job number.

    3. Enter any other necessary properties for the new estimating job.

      Note that you can also change the estimating job properties later.

    4. Click Save.

    5. Double-click the new estimating job in the Select Estimating Job dialog box.

  5. In the New Page # field, enter the page where you want to copy the material.
  6. Click OK.

Tekla EPM loads the selected items into the selected estimating job. You can see the progress of the process in the Import Items dialog box. After loading the material has finished, click OK to close the Import Items dialog box.

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