Manage companies in the project

Tekla EPM
2021
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Manage companies in the project

To share project information with the other parties of the project, you need to add the parties to the project management job. Use the Add Contact command to add the necessary companies and contacts to the project. You can also modify the existing companies and contact persons, or remove any unnecessary companies from the project.

Add a company contact

  1. In the Project Contacts section of the Project dialog box, click Add Contact.
  2. In the Contact Properties dialog box, select the company type in the Type list.
  3. Do any of the following:

    To

    Do this

    Add a company that has been saved in the Address Book

    • In the Name list, select the company.

    Add a new company

    1. In the Name field, type the name of the new company.

    2. Press Enter on the keyboard.

    3. To add the new company in the Address Book, click Yes.

    Note that you need to add the contacts for the new company manually. To do so, click Edit on the right side of the Name field. For detailed instructions, see Add contacts to the address book.

  4. If necessary, type the title of your contact person in the Title field.
  5. In the Ship To Address and Bill To Address lists, select the right shipping and billing addresses.
  6. In the Contact list, select the contact that you want to add.

    Note that the contact needs to be saved in the Address Book.

  7. Click OK.

Modify a contact

  1. In the Project Contacts section of the Project dialog box, select the contact.
  2. Click Properties.
  3. If necessary, change the company by selecting another company in the Name list.
  4. If necessary, change the title of your contact person in the Title field.
  5. In the Ship To Address and Bill To Address lists, select the right shipping and billing addresses.
  6. In the Contact list, select the contact person that you want to use.

    Note that the contact needs to be saved in the Address Book.

    If you want to change the contact details of a contact person, you need to do so in the Address Book.

  7. Click OK.

Remove a company from the project

Removing a company from the project is permanent and cannot be undone. If you remove a company, you will no longer be able to send project documents to the company.

  1. In the Project Contacts section of the Project dialog box, select the contact.
  2. Click Remove Contact.
  3. To permanently delete the contact from this project, click Yes.
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