Link Tekla EPM to Trimble Connect

To use Trimble Connect for viewing IFC models for estimating and production control jobs, you need to link Tekla EPM and Trimble Connect to each other. To enable updating the statuses of Tekla EPM items to Trimble Connect, you also need to set up status sharing.

Linked jobs in the Estimating, Production Control, and Project Management modules can all be linked to a Trimble Connect project.

Note that if an estimating or production control job is linked to a project management job, the Trimble Connect project is managed through the project management job. In this case, you need to link the project management job to Trimble Connect. The link is then applied to any linked estimating and production control jobs. The Trimble Connect project cannot be modified when you access it through the estimating or production control job.

Link Tekla EPM to Trimble Connect

Click the Maintenance ribbon tab.
On the menu, select Integration Settings > Trimble Connect.
If you have not yet migrated to Tekla licensing, in Trimble Connect Settings dialog box, select the Use Trimble Connect Desktop To View Models check box.
To invite users to participate in your Trimble Connect projects, type their emails on separate lines in the Default Users for Trimble Connect Project section.

The users whose email addresses you type here can later be added to existing Trimble Connect projects. For more information, see Add users to Trimble Connect projects.
If necessary, click the arrow on the right side of the Default Server Location list, and change the server location.
Click Save.

Note that you need to restart Tekla EPM to be able to use Trimble Connect for viewing IFC models.

Set up status sharing with Trimble Connect

You can enable sharing the statuses of production control jobs to Trimble Connect.

The available status types are:

Purchasing: None, Started (on a purchase order but not yet received), Completed
Production: None (production not started), Started, Completed
Station: can include all or any individual stations set up in Tekla EPM. For more information, see Create, modify, and delete stations.
Shipping: None, Started (at an intermediate shipping destination), or Completed
Destination: can include all or any individual destinations set up in Tekla EPM. For more information, see Create, modify, and delete global shipping routes.
In Tekla EPM Production: items highlighted with green are in the production control job.
In Tekla EPM Estimating: items highlighted with green are in the estimating job.

Click the Maintenance ribbon tab.
On the menu, select Integration Settings > Trimble Connect Status Share.
In the Trimble Connect Status Share Mappings dialog box, create the status types that can be shared to Trimble Connect:
1. Click New.
2. Click the arrow on the right side of Tekla EPM Status list, and select a status.
3. Depending on the selected status, click the arrow on the right side of the Station or Destination list, and select an option in the list.
4. In the Trimble Connect Status Action Name field, type the name used for the status in Trimble Connect.
5. Click Add.
Repeat steps a to e for each status that you want to add.
To close the dialog box, click the Close button (X) in the upper-right corner.