View and manage drawings

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View and manage drawings

You can view and manage the drawings added to a job in Tekla EPM Go. You can also manage drawing logs, filter drawings, and modify drawing properties and revisions.

To start managing drawings:

  1. On the Tekla EPM Go homepage, scroll to the job whose drawings you want to view.
  2. Tap Open Project.

    The job information view opens.

  3. Do any of the following:
    • At the top of the page, tap Drawings.
    • In the Drawings section, tap View.

    The drawing list opens and displays all drawings in the current job.

    Note that:

    • Tapping the Switch button on the right side of the drawing list allows you to switch between the drawing list view and the old drawing view. However, these instructions have been written for the drawing list view.

    • Tapping the Notifications button in the lower-left corner of the drawing list view shows all changes made to drawings in any project by any user. A yellow dot is shown on the Notifications button whenever new changes have been made.

      You can clear the notifications one by one by tapping X next to each notification, or clear all notifications at once by tapping Clear all notifications.

Filter and search for drawings

Do any of the following:

To

Do this

Search for a drawing

  1. In the upper-right corner of the drawing list, type the search term in the search field.

    Note that the current search criterion is shown in the search field. The default search criterion is drawing number.

The drawing list is updated to only show drawings that match the search term.

To show all drawings again, tap X on the right side of the search field.

Change search criteria for drawing

  1. In the upper-right corner of the drawing list, tap the arrow on the right side of the search icon.

  2. Select a search criterion in the list.

Show only drawings with a particular drawing type in a particular drawing log

  1. In the upper-left corner of the drawing list, tap .

  2. In the menu, select the drawing type, or the drawing log whose drawings you want to show.

The drawing list view is updated to match your selection.

Set a filter for drawings

  1. In the upper-right corner of the drawing list, tap the Filter button.

  2. In the Select field list, select the field that you want to use for filtering.

  3. Type the desired value in the selected field.

    Repeat steps 2 to 3 to set all necessary filters.

  4. To apply the filter settings, tap Apply settings.

The drawing list view is updated to match your filters.

Customize the columns shown in the drawing list

  1. Tap Settings in the upper-right corner of the drawing list.
  2. Select Field settings.
  3. In the Field settings dialog box, select the check boxes that represent the columns that you want to see in the drawing list.
  4. To re-arrange the columns, scroll down in the Field settings dialog box, and drag and drop the columns to a new order.
  5. Tap Apply settings.

View and download an attached drawing file

  1. Find the drawing whose attached file you want to view.

    If a drawing file has been added for the drawing, you can see the file icon in the column.

    Note that the Tekla EPM Go site uses the settings defined on the Tekla EPM server to search for the drawings in the Drawing default folder. The path to the Drawing default folder is set in the Tekla EPM desktop application. If the default folder is not set properly, or if there are no drawing files, the column is not visible.

  2. In the column, tap the drawing file to open it.

The drawing file is downloaded onto your device.

In order to view the drawing file, you need to have an appropriate application for opening drawing files on your device. For example, a PDF reader is needed for opening attached PDF files.

Modify the properties and revisions of an individual drawing

  1. Find the drawing whose properties you want to modify.
  2. To open the drawing information view, tap the drawing number in the Dwg # column.

    You can see the drawing information, such as the drawing log where the drawing is stored, the approval status, and the transmittals to which the drawing has been attached.

  3. To modify the drawing properties and revisions, tap .
  4. Do any of the following:

    To

    Do this

    Modify the drawing properties

    1. On the left side of the drawing information view, type or select new values for any drawing properties.

    2. Tap Update.

    Add drawing revisions

    1. On the right side of the drawing information view, tap + Add new revision.

    2. Type a number for the revision.

    3. Type and select the remaining revision information using the available fields and lists.

    4. Tap Add revision.

    Modify drawing revisions

    1. On the right side of the drawing information view, select a revision.

    2. Type or select new values using the available fields and lists.

    3. To save the changes, tap Update.

    Delete drawing revisions

    1. On the right side of the drawing information view, select the revision that you want to delete.

    2. Below the revision information, tap Delete.

    3. To confirm deleting the revision, tap Yes, delete.

    A green message appears, informing you that the changes have been made successfully.

    To return to the drawing list view, tap Drawing list in the upper-left corner of the drawing information view.

Modify the properties of multiple drawings

  1. Tap the list in the lower-right corner of the drawing list.

  2. Select Multiple selection.
  3. Tap the drawings whose properties you want to modify.

    The list in the lower-right corner shows the number of selected drawings.

  4. Tap the list in the lower-right corner, and select Edit selected.
  5. In the Edit selected drawings dialog box, do any of the following:

    To

    Do this

    Modify the drawing properties

    1. On the Drawing details tab, type or select new values for the available properties.

    2. Tap Save.

    Add revisions for the selected drawings

    1. On the Add revisions tab, select one of the following:
      • Auto-assign assigns the next available revision numbers for the new revisions automatically.

      • Revision # allows you to enter the revision number manually.

        If you select this option, type the revision number in the Revision # field.

    2. Type and select other necessary revision information in the available fields and lists.

    3. Tap Save.

    Modify the revisions of the selected drawings

    1. On the Edit revisions tab, select one of the following:
      • Latest updates the changes to the latest revisions.

      • Revision # allows you to select which revisions you want to modify.

        If you select this option, type the revision number in the Revision # field.

    2. Select the check boxes next to the revision properties that you want to modify.

    3. Modify the revision properties according to your needs.

    4. Tap Save.

    Delete revisions from the selected drawings

    1. On the Delete revisions tab, select one of the following:
      • Latest deletes the latest revisions.

      • Revision # allows you to select which revisions you want to delete.

        If you select this option, type the revision number in the Revision # field.

    2. Tap Delete.

    3. To confirm deleting the revisions, tap Yes, delete.

A green message appears, informing you that the changes have been made successfully.

Delete multiple drawings

  1. Tap the list in the lower-right corner of the drawing list.

  2. To delete multiple drawings, select Multiple selection.
  3. Tap the drawings that you want to delete.

    The list in the lower-right corner shows the number of selected drawings.

  4. Tap the list in the lower-right corner, and select Delete selected.
  5. To confirm deleting the selected drawings, tap Yes, delete all.
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