You can view the project summary report of project management jobs that are linked to one or more of the following modules: Production Control, Advance Bill, Estimating, and Purchasing.

1. In the Project Management module, double-click a job to open it.
2. In the upper-right corner of the Project Management dialog, click Project Summary.

   

   The Report Selection dialog opens.
3. Select the report that you want to view, print, or export.

   The Full Project Summary report provides a snapshot of the current status of the project and the module components that are currently linked to each other.

   • Shape Summary: Compares estimated vs. actual material
     • Estimating, Advance Bill, Production Control columns: Show the quantity of pieces together with the total material weight for each shape used in the job. This information helps you to track materials by shape.
     • On Order: The materials are on a purchase order.
     • In Stock: The materials have been received.
     • Charge: The materials have been taken from stock, that is, they have been cut and are in the fabrication process.
   • Purchase Order Summary: Lists all the purchase orders associated with the project management job and their statuses
   • Inventory Transfer Summary: Shows materials transferred from a different job into the current project management job including general stock
   • TFS Details: Summarizes consumed material and material returned to stock
   • Production/Shipping Status: The fabrication progress and shipping status of each sequence. Shows the quantity of pieces that have been processed. The items are sorted by the route assigned in Production Control. The production and shipping status information is automatically updated when changes are made.

   The project summary reports also have reports for all the breakdown areas, but these reports are not displayed by default. To customize the displayed reports, click Edit Report Types in the Report Selection dialog. See also Create user-defined reports for customizing.

4. Do one of the following:

   To	Do this
   View the report	Click View. The report opens in Tekla PowerFab Report Viewer. You can use the Email Excel and Email PDF buttons at the top of the Tekla PowerFab Report Viewer window to email the report via Microsoft Outlook.
   Print the report	Change the number of the printed copies by clicking the plus (+) and minus (-) buttons. Click Print. The Select Printer dialog opens. Click a printer to select it. Click OK.
   Export the report	Click Export The Export Options dialog opens. In the Export Format list, select an export format. To select the location where you want to save the exported file, click Browse. Browse to the location where you want to save the exported file, and click Save. You can modify the file name as needed. To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email checkbox. To open the file after exporting it, select the Open Exported Document checkbox. To export the file, click Export.