Modify transmittals

Tekla PowerFab
Modified: 8 Mar 2024
2024i
Tekla PowerFab Tekla PowerFab GO

Modify transmittals

You can modify the properties of existing transmittals in the Transmittal dialog box. For example, you can add a return date for returned drawings, so that they do not appear as overdue.

  1. To access the Transmittal dialog box, do either of the following in the Project dialog box:
    • On the Project Settings tab, click Transmittals.

    • On the Summary tab, click + in the upper-right corner of the Transmittals section, and select which transmittals you want to see.

    The Transmittal dialog box opens.

  2. Select the transmittal that you want to modify.
  3. Modify the properties for the transmittal.

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

    Option

    Description

    Date *

    The date of the transmittal.

    Select the date in the drop-down calendar.

    Recipient *

    The company and contact person that will receive the transmittal once it is ready.

    Note: The available companies and contact persons are set in the Project Company Standards dialog box. For more information, see Define company standard settings for Project Management.

    Select the recipient company and contact in the list.

    Title *

    The title that will appear at the top of the transmittal.

    Type a title for the transmittal.

    Sending *

    Allows you to define how the drawings are sent to the recipient.

    Select one of the following options:
    • Enclosed: The drawings are sent enclosed in the transmittal.
    • Under Separate Cover: The drawings are sent under a separate cover.
    Type *

    Allows you to define if the recipient needs to return the drawings.

    Select one of the following options:

    1. To Be Returned: The recipient needs to return the drawings by a specific date.
    2. For Issue Only: The recipient does not need to return the drawings.
    Items *

    The types of the items that are sent with the transmittal. You can select multiple options.

    The options are set in the Transmittal Item Maintenance dialog box. For more information, see Create, modify, and delete transmittal items.

    To add one item to the transmittal, select the item from the list. To add multiple items to the transmittal, do the following:

    1. Double-click the Items field.

      The Select the transmittal items to add dialog box opens.

    2. Click the arrow buttons to move the types of items to be included in the transmittal to the Included list.
    3. Click OK.
    Purpose *

    The purposes of sending the transmittal. For example, transmittals can be sent to be approved or for pricing. You can select multiple purposes.

    The options are set in the Transmittal Purpose Maintenance dialog box. For more information, see Manage transmittal purposes.

    To select one purpose, select the purpose from the list. To select multiple purposes, do the following:

    1. Double-click the Purpose field.

      The Select the transmittal purposes to add

      dialog box opens.
    2. Click the arrow buttons to move the purposes for sending the transmittal to the Included list.
    3. Click OK.
    # of Prints

    The number of prints included in the transmittal.

    Type a number in the field.

    Prints to Return

    If Type is set to To Be Returned, define the number of prints to be returned.

    Type a number in the field.

    # of Sepias

    The number of sepias to be included in the transmittal.

    Type a number in the field.

    Sepias to Return

    If Type is set to To Be Returned, define the number of sepias to be returned.

    Type a number in the field.

    Sent By

    The sender of the transmittal.

    Do either of the following:

    • Select a previously defined sender in the list.
    • Type a new sender name in the field.

      The name is saved and will be available for future transmittals.

    Copy To

    The people who receive a copy of the transmittal.

    Do either of the following:
    • Select a previously defined name in the list.
    • Type a new name in the field.

      The name is saved and will be available for future transmittals.

    Remarks

    Any remarks that you want to add to the transmittal.

    Type the remarks in the field.

    Standard Text

    The text items that you want to include in the transmittal. You can only select one option.

    The text items are set in the Transmittal Standard Text Maintenance dialog box. For more information, see Manage commonly used text items for transmittals.

    Select an option in the list.

    Return Date *

    If Type is set to To Be Returned, define the date by which the drawings should be returned.

    Remember to add a return date for returned drawings, so that they do not appear as overdue.

    Select a date in the drop-down calendar.

  4. To manage drawings in the transmittal, click Drawings.
    For further instructions, see Manage drawings in a transmittal.
  5. To attach files to the transmittal or to delete files from the transmittal, click Attached Files.

    To add new files, click New or to delete files, click Delete. For further instructions, see Attach files to a transmittal

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