Project summary reports

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Project summary reports

You can 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 do the following:
  • Compare the materials used in Production Control with the estimated materials and the prepurchased 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
  1. In the Project Management module, double-click a job to open it.
  2. In the upper-right corner of the Project Management dialog box, click Project Summary.

    The Report Selection dialog box 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. 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. 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
    1. Change the number of the printed copies by clicking the plus (+) and minus (-) buttons.
    2. Click Print.

      The Select Printer dialog box opens.

    3. Click a printer to select it.
    4. Click OK.
    Export the report
    1. Click Export

      The Export Options dialog box opens.

    2. In the Export Format list, select an export format.
    3. To select the location where you want to save the exported file, click Browse.
    4. Browse to the location where you want to save the exported file, and click Save.

      You can modify the file name as needed.

    5. To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email checkbox.
    6. To open the file after exporting it, select the Open Exported Document checkbox.
    7. To export the file, click Export.
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