View, print, or export the project summary

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View, print, or export the project summary

Use the Project Summary command to view the project summary report of project management jobs that are linked to one or more of the following modules: Production Control, Combining, Estimating, and Purchasing.

By creating the project summary, you can:
  • Compare the materials used in Production Control with the estimated materials and the pre-purchased materials in Combining.

  • View the total values for purchased materials, materials moved from other jobs, and materials moved to scrap.

  • View the current production status: see which materials are listed on a purchase order and have not yet been received, which materials are in stock but have not been processed, and which have been charged to the job and taken from stock.

Create a project summary report

  1. In the lower-right corner of the Project Management dialog box, click Project Summary.
  2. In the Report Selection dialog box, select the desired project summary report.

    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. It contains:

    • A shape summary, which allows you to compare materials by shape. The job progress is displayed by weight and cost. All items entered into the bill of materials in Production Control appear in the Production Control column.

    • A purchase order summary, which shows all the purchase orders associated with the project management jobs.

    • An inventory transfer summary, which shows materials transferred from a different job into the current project management job.

    • The production and shipping status summary report, which 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 box.

View the project summary report

In the Report Selection dialog box, click View.

The report opens in Tekla EPM Report Viewer.

You can use the Email Excel and Email PDF buttons at the top of the Tekla EPM Report Viewer window to email the report via Microsoft Outlook.

Print the project summary report

  1. In the Report Selection dialog box, change the number of the printed copies by clicking the + and - buttons.
  2. Click Print.
  3. To confirm printing the report, click Yes in the confirmation dialog box.
  4. In the Select Printer dialog box, click a printer to select it.
  5. Click OK.

Export the project summary report

  1. In the Report Selection dialog box, click Export.
  2. In the Export Format list, select an export format.
  3. Click Browse.
  4. Browse to the location where you want to save the exported file, and click Save.
  5. To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email check box.
  6. To open the file after exporting it, select the Open Exported Document check box.
  7. In the Report Selection dialog box, click Export.
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