Create a project management job

Tekla EPM
2021
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Create a project management job

To create a project management job, do the following:

  1. At the top of the Tekla EPM window, click the Project Management button.
  2. In the Select Project Management Job dialog box, click Add.

  3. At the top of the Project Edit: [New] dialog box, define the properties of the new job.

    The properties marked with an asterisk (*) are mandatory.

    Option

    Description

    Job Number *

    The job name.

    Type a suitable name in the Job Number field.

    Job Date

    The job date. Tekla EPM automatically uses the current date.

    For example, you can select the date when your company received the job, or the shipping date.

    The job date is used as the initial start date of the project in the project schedule.

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

    Job Description

    Any description of the job.

    Type a description in the Job Description field.

    Location

    The city or town of the project management job.

    Type the appropriate location in the Location field.

    Customer PO #

    The purchase order number of the customer company, or the contract number.

    Type the number in the Customer PO # field.

    Job Status

    The job status shows whether the job is still in progress (Open) or already closed (Closed).

    In the Select Project Management Job dialog box, you can choose to show only open jobs by clearing the Show Closed Jobs check box.

    ERP Job #

    The accounting system job number.

    Typing the accounting system job number in the ERP Job # field allows you to link material items properly when you export information to an accounting system, such as Trimble Viewpoint.

    Job Group

    The job groups to which the current project management job belongs.

    Click the arrows on the right side of the Job Group fields and select existing job groups in the list, or type new job groups directly in the fields.

  4. If necessary, modify the drawing settings of the new job:
    1. Click the Drawing Setups button.
    2. In the Drawing Setup dialog box, modify the drawing settings according to your needs.

      For more information on the properties, see Define company standard settings for Project Management.

      Note:

      The Drawing Number Input Type needs to be the same in the project management job and the related production control jobs.

    3. Click OK.
  5. In the Project Contacts section, add all companies related to the new job and their contact persons:
    1. Click Add Contact.
    2. In the Contact Properties dialog box, select the company type in the Type list.
    3. Do any of the following:

      To

      Do this

      Add a company that has been saved in the Address Book

      • In the Name list, select the company.

      Add a new company

      1. In the Name field, type the name of the new company.

      2. Press Enter on the keyboard.

      3. To add the new company in the Address Book, click Yes.

      Note that you need to add the contacts for the new company manually. To do so, click Edit on the right side of the Name field. For detailed instructions, see Manage companies in the project.

    4. If necessary, type the title of your contact person in the Title field.

      For example, there might be a billing contact, a project manager, a project engineer, and a site supervisor within the same company.

    5. In the Ship To Address and Bill To Address lists, select the right shipping and billing addresses.
    6. In the Contact list, select the contact that you want to add.

      Note that the contact needs to be saved in the Address Book.

    7. Click OK.

    Repeat steps a to g for all companies that you want to add to the project.

  6. Click Save to create the job.

You can now open the new project management job and start modifying it.

Note that you can link a project management job to a matching production control job. For more information, see Link a production control job to an estimating job and a project management job.

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