Create a project management job

Tekla PowerFab
Modified: 20 Aug 2024
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Create a project management job

To create a new job, you need to define a few properties.

  1. Open the module.

    The Select <Module> Job dialog opens.

  2. Click Add

    The Project: [New] dialog box opens.

  3. Define the properties of the new job.

    The properties marked with an asterisk (*) are mandatory.

    Option

    Description

    Job # *

    A unique number for the job.

    Note: The job number cannot be modified after the job has been created.

    Job Date

    The job date is used as the initial start date of the project in the project schedule.

    Tekla PowerFab automatically uses the date when you create the job, but you can select a different date in the associated calendar.

    For example, you can select the date when your company received the job, or the shipping date.

    Description The description of the job.
    Location The town or city where the job takes place.
    Customer PO #

    The purchase order number of the customer company, or the contract number.

    Job Status The job is either still in progress (Open) or it has been finished (Closed).

    Estimating has three additional default values, Bidding, Awarded, and Lost.

    You can filter the Select <Module> Job dialog by Job Status, so that only open jobs are shown.

    See also Job status maintenance.

    ERP Job #

    The accounting system job number.

    Typing the accounting system job number in the ERP Job # field allows you to link material items properly when you export information to an accounting system, such as Trimble Viewpoint.

    Job Group Job groups allow you to identify and classify jobs that are similar. This makes filtering and reporting easier when you have a long list of jobs.

    Either type a job group directly in the blank field, or select an existing job group.

  4. If necessary, modify the drawing settings of the new job:

    For information on job-specific settings, see Define drawing settings for a job and Manage drawing logs for a job.

    For information on default settings, see Define company standard settings for Project Management.

  5. In the Project Contacts section, add all companies related to the new job and their contact persons.

    For information on project contact settings, see Manage project contacts

  6. To create the job, click Save Project settings (F4).

You can now open the project and start modifying it.

Note: Assuming that the project was originally estimated in Tekla PowerFab, it is good practice to link the project management job and the estimate together, as this offers benefits when comparing the estimated values to the actual project values.

See Link an estimating job to a project management job.

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