Create, modify, and delete transmittals

Tekla PowerFab
2021
Tekla PowerFab Tekla PowerFab GO

Create, modify, and delete transmittals

Use the Transmittal dialog box to manage transmittals. You can create new transmittals, attach drawings to transmittals, modify the properties of existing transmittals, or delete unnecessary transmittals.

Create a transmittal

  1. At the bottom of the Transmittal dialog box, click New.

    The next available transmittal number is populated in the Transmittal # field.

  2. If necessary, modify the transmittal number.
  3. Define 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.

    Click the arrow on the right side of the Date field, and select the date in the calendar.

    Recipient *

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

    Note that 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.

    Click the arrow on the right side of the leftmost Recipient list, and select the recipient company in the list.

    Title *

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

    In the Title field, type a title for the transmittal.

    Sending *

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

    Click the arrow on the right side of the Sending list, and 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.

    Click the arrow on the right side of the Type list, and 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. If necessary, 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 items to the transmittal, do the following:
    1. Click the Items field.

    2. In the Select Items dialog box, 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. If necessary, you can select multiple purposes.

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

    The Select Purposes dialog box opens automatically when you click OK in the Select Items dialog box. In the dialog box, do the following:

    1. Click the arrow buttons to move the purposes for sending the transmittal to the Included list.

    2. Click OK.

    # of Prints

    The number of prints included in the transmittal.

    Type a number in the # of Prints 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 Prints to Return field.

    # of Sepias

    The number oincluded in the transmittal.

    Type a number in the # of Sepias 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 Sepias to Return field.

    Sent By

    The sender of the transmittal.

    Do one of the following:
    • Click the arrow on the right side of the Sent By list, and select a previously defined sender in the list.
    • Type a new sender name in the Sent By field.

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

    Copy To

    The people who receive a copy of the transmittal.

    Do one of the following:
    • Click the arrow on the right side of the Copy To list, and select a previously defined name in the list.
    • Type a new name in the Sent By 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 Remarks 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 Create, modify, and delete commonly used text items for transmittals.

    Click the arrow on the right side of the Standard Text list, and 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.

    Click the arrow on the right side of the Return Date field, and select a date in the list.

  4. To attach drawings to the new transmittal, do the following:
    1. At the bottom of the dialog box, click Drawings.
    2. At the bottom of the Transmittal Drawings dialog box, click Add Drawings.
    3. In the Add Transmittal Drawings dialog box, click the arrow buttons to move the drawings that you want to attach to the Included list.

      To select multiple items, hold down Ctrl.

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

    4. Click Add.
    5. To close the dialog box, click the Close button (X) in the upper-right corner.

    You can see the attached drawings in the lower-right corner of the Transmittal dialog box.

  5. Click Add.

Modify a transmittal

Modify a transmittal to change its properties. For example, you should add a return date for returned drawings, so that they do not appear as overdue.

  1. In the Transmittal dialog box, select the transmittal that you want to modify.
  2. 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.

    Click the arrow on the right side of the Date field, and select the date in the calendar.

    Recipient *

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

    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 Recipient lists.

    Click the arrow on the right side of the leftmost Recipient list, and select the recipient company in the list.

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

    Title *

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

    In the Title field, type a title for the transmittal.

    Sending *

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

    Click the arrow on the right side of the Sending list, and 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.

    Click the arrow on the right side of the Type list, and 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 items to the transmittal, do the following:
    1. Click the Items field.

    2. In the Select Items dialog box, 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. If necessary, you can select multiple purposes.

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

    The Select Purposes dialog box opens automatically when you click OK in the Select Items dialog box. In the dialog box, do the following:

    1. Click the arrow buttons to move the purposes for sending the transmittal to the Included list.

    2. Click OK.

    # of Prints

    The number of prints included in the transmittal.

    Type a number in the # of Prints 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 Prints to Return field.

    # of Sepias

    The number of prints included in the transmittal.

    Type a number in the # of Sepias 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 Sepias to Return field.

    Sent By

    The sender of the transmittal.

    Do one of the following:
    • Click the arrow on the right side of the Sent By list, and select a previously defined sender in the list.
    • Type a new sender name in the Sent By field.

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

    Copy To

    The people who receive a copy of the transmittal.

    Do one of the following:
    • Click the arrow on the right side of the Copy To list, and select a previously defined name in the list.
    • Type a new name in the Sent By 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 Remarks 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 Create, modify, and delete commonly used text items for transmittals.

    Click the arrow on the right side of the Standard Text list, and 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.

    Click the arrow on the right side of the Return Date field, and select a date in the calendar.

  3. To attach drawings to the new transmittal, do the following:
    1. At the bottom of the dialog box, click Drawings.
    2. In the Transmittal Drawings dialog box, do any of the following:
      • To add new drawings, click Add drawings, select the drawings, and click Add.

      • To set shop issue date, select the drawings and click Set Shop ISsue Date. Then, select the date in the calender and click OK.

      • To return drawings, select the drawings and click Return. Then, select the approval status and return date, and click Update.

        Note that if this is not the first time that these drawings have been returned, you should select the Re-Submit check box.

      • To cancel returning drawings, select the drawings and click Un-Return. Then, select the approval status and click OK.

      • To remove drawings from the transmittal, select the drawings and click Remove Selected drawings.

    3. To close the dialog box, click the Close button (X) in the upper-right corner.

    You can see the attached drawings in the lower-right corner of the Transmittal dialog box.

  4. Click Save.

Delete transmittals

  1. In the Transmittal dialog box, select the transmittals 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 transmittals, click Yes in the confirmation dialog box.
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