Create and modify module-wide filters

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Create and modify module-wide filters

You can create module-wide filters that are available for all jobs in a particular Tekla EPM module. Module-wide filters are available for the Combining, Estimating, Production Control, Project Management, and Purchasing modules. In the Purchasing module, you can create module-wide filters separately for requisitions and purchase orders.

To start managing module-wide filters:

  1. Click the Maintenance ribbon tab.
  2. On the menu, go to the desired module or job type, and select Global Filter Types.

    For example, to create filters for requisitions, select Requisitions > Global Filter Types.

The Filter Types dialog box opens.

Create module-wide filters

  1. In the Filter Types dialog box, click New.
  2. In the Filter Type Description field, type a description for the filter.
  3. Select a filter type in the Type list, and click Select.
  4. Click the arrow buttons to move the items that you want to include in the filter to the Included list.
  5. Click OK.

    Repeat steps 3 to 5 to define all values that you want to include in the filter.

  6. When you have added all necessary values, click Add.

The new filter is saved for the related Tekla EPM module.

To use the filter:
  1. In an open job, click the contextual ribbon tab.

    For example, in an estimating job, click the Estimating ribbon tab.

  2. On the menu, select Filter.

  3. In the Filter Types list, select the new filter.

Modify module-wide filters

  1. In the Filter Type list, select the filter that you want to modify.
  2. If necessary, change the description in the Filter Type Description field.
  3. Select a filter type in the Type list, and click Select.
  4. Click the arrow buttons to move the items that you want to include in the filter to the Included list.
  5. Click OK.

    Repeat steps 3 to 5 to define all values that you want to include in the filter.

  6. When you have made the necessary changes, click Save.

Delete module-wide filters

  1. In the Filter Type list, select the filter that you want to delete.
  2. Click Delete.
  3. To permanently delete the filter, click Yes.
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