Define categories and sub-categories for Production Control

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Define categories and sub-categories for Production Control

Categories are user-defined keywords that you can use for sorting, tracking, and reporting. Creating categories also helps you to quickly identify the items in your production control jobs. For example, you can categorize jobs by fabrication type. In addition to manually creating categories, you can choose to use existing categories used in Steel Erection Bid Wizard. To further filter items, you can also add sub-categories.

Add categories

Note that in addition to creating pre-defined categories in the Company Categories dialog box, you can also add categories to Tekla EPM by typing a new category name in the Category field when adding or modifying an item in a production control job.

Categories are considered a main breakdown item for project summaries and project schedules.

  1. In the Company Standards dialog box, click the Categories button..
  2. In the Company Categories dialog box, click New.
  3. In the Category field, type a name for the category.
  4. Click Add.

    The new category is added to the Category list.

    Note:
    If you need to modify or delete a category, click a category to select it in the Category list and either:
    • Click Edit, change the category name, and click Edit again.

    • Click Delete and then, click Yes to confirm deleting the category.

  5. In the Company Standards dialog box, click Save to update the sub-categories.

The Company Standards dialog box closes. The categories are saved for the Production Control module.

Add sub-categories

Note that in addition to creating pre-defined sub-categories in the Company Categories dialog box, you can also add sub-categories to Tekla EPM by typing a new sub-category name in the Sub-Category field when adding or modifying an item in a production control job.

Sub-categories are considered a main breakdown item for project summaries and project schedules.

  1. In the Company Standards dialog box, click the Sub-Categories button.
  2. In the Company Sub-Categories dialog box, click New.
  3. In the Sub-Category field, type a name for the sub-category.
  4. Click Add.

    The new sub-category is added to the Sub-Category list.

    Repeat steps 1 to 4 for all new sub-categories.

    Note:
    If you need to modify or delete a sub-category, click a sub-category to select it in the Sub-Category list and either:
    • Click Edit, change the sub-category name, and click Edit again.

    • Click Delete and click Yes to confirm deleting the sub-category.

      You can also add multipliers for sub-categories in the Estimating module.
  5. In the Company Standards dialog box, click Save to update the sub-categories.

The Company Standards dialog box closes. The sub-categories are saved for the Production Control module.

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