Add, modify, and delete journal entries

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Add, modify, and delete journal entries

Use the Journal dialog box to manage and record journal entries related to the project. You can add new journal entries, attach files or emails to journal entries, modify existing journal entries, or delete journal entries.

Add a journal entry

  1. In the Journal dialog box, click New.
  2. Define the properties of the journal entry:

    The items that are marked with an asterisk (*) in the following table are mandatory information.

    Option

    Description

    Entry # *

    The number of the journal entry.

    Tekla EPM automatically populates the Entry # field with the next available entry number.

    If necessary, type a different number in the Entry # field.

    Entry Date *

    The date of the recorded event.

    By default, Tekla EPM suggests the current date.

    If necessary, click the arrow on the right side of the Entry Date field, and select a date in the calendar.

    Entry Time *

    The time of the recorded event.

    By default, Tekla EPM suggests the current time.

    If necessary, type another time in the Entry Time fields.

    Author *

    The creator of the journal entry.

    Click the arrow on the right side of the Author list, and select a user in the list.

    Note that only Tekla EPM users in your company are available in the list.

    Contact

    The project party related to the recorded event. For example, the contact person with whom you had a telephone conversation and their company.

    Note that only the companies that have been added for the project in the Project Management dialog box and their contact persons are available in the Contact lists.

    Click the arrow on the right side of the leftmost Contact list, and select the related company in the list.

    Click the arrow on the right side of the rightmost Contact list, and select the contact person in the list.

    Subject *

    The subject of the journal entry.

    Type the subject in the Subject field.

    Body

    The details of the journal entry.

    Type any relevant information in the Body field.

  3. Click Add.
  4. To attach a file to the new journal entry, do the following:
    1. Select the new journal entry.
    2. Click Attached Files.
    3. In the Journal Entry Files dialog box, click New.
    4. In the Document Index - Add Document Reference dialog box, add a file, a Microsoft Outlook email, or Microsoft Outlook email attachments.

      For more information, see Add document references.

    5. Click the arrow on the right side of the leftmost Journal Entry list, and select the journal entry to which you want to attach the file.
    6. Type a description for the attached file.
    7. Click Add Document Reference.

      Repeat steps c to g for to add all necessary attachments.

    8. In the Journal Entry Files dialog box, click Save.
    9. To close the Journal Entry Files dialog box, click the Close button (X) in the upper-right corner.

Modify a journal entry

  1. In the Journal dialog box, select the journal entry that you want to modify.
  2. Modify the journal entry properties according to your needs:

    Option

    Description

    Entry #

    The number of the journal entry.

    Tekla EPM automatically populates the Entry # field with the next available entry number.

    If necessary, type a different number in the Entry # field.

    Entry Date

    The date of the recorded event.

    By default, Tekla EPM suggests the current date.

    If necessary, click the arrow on the right side of the Entry Date field, and select a date in the calendar.

    Entry Time

    The time of the recorded event.

    By default, Tekla EPM suggests the current time.

    If necessary, type another time in the Entry Time fields.

    Author

    The creator of the journal entry.

    Click the arrow on the right side of the Author list, and select a user in the list.

    Note that only Tekla EPM users in your company are available in the list.

    Contact

    The project party related to the recorded event. For example, the contact person with whom you had a telephone conversation and their company.

    Note that only the companies that have been added for the project in the Project Management dialog box and their contact persons are available in the Contact lists.

    Click the arrow on the right side of the leftmost Contact list, and select the related company in the list.

    Click the arrow on the right side of the rightmost Contact list, and select the contact person in the list.

    Subject

    The subject of the journal entry.

    Type the subject in the Subject field.

    Body

    The details of the journal entry.

    Type any relevant information in the Body field.

  3. Click Edit to save the changes.
  4. To modify the files that are attached to the journal entry, do the following:
    1. Select the journal entry whose attached files you want to modify.
    2. Click Attached Files.
    3. In the Journal Entry Files dialog box, select an attachment and modify its description according to your needs.
    4. Click Save.

      If necessary, you can also delete attached files by selecting them, clicking Delete, and clicking Yes to confirm.

    5. To close the Journal Entry Files dialog box, click the Close button (X) in the upper-right corner.

Delete journal entries

  1. In the Journal dialog box, select the journal entries that you want to delete.

    To select multiple items, hold down Ctrl.

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

  2. Click Delete.
  3. To permanently delete the journal entries, click Yes in the confirmation dialog box.
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