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  2. Tekla PowerFab
  3. Project Management
  4. Set up the Project Management module
  5. Manage default check list items for project management jobs

Manage default check list items for project management jobs

Tekla PowerFab
Modifierad: 8 sep 2023
2024i
Tekla PowerFab Tekla PowerFab GO

Manage default check list items for project management jobs

Check list items are steps that are commonly performed in project management jobs, such as receiving a signed contract from the client. You can create, modify, and delete check list items available for all jobs in the Check List Item Maintenance dialog box.

The check list items that you create in Maintenance > Check List Item Maintenance are automatically available for all future project management jobs. However, you need to add them manually to existing project management jobs.

The check list items created in the Check List Item Maintenance dialog box serve as reminders in each project management job. Tekla PowerFab also records the date when each of these tasks are completed and the user who performs the tasks.

Create a check list item

  1. Go to Maintenance > Project Management > Check List Item Maintenance.
  2. Click New.
  3. In the Description field, type a description for the item.

    For example, Get signed contract from the client.

  4. Click Add.

    The check list item is now available for all project management jobs, and you can be assigned it to particular users' task lists within the projects.

  5. To add the new check list item to an existing project management job, you need to do the following:
    1. Open the project management job.
    2. In the Organize section, click Check List.

    3. In the Check List dialog box, click the Check List.

      The Check List dialog box opens.

    4. Click Add.

      The Add check list items to project dialog box opens.

    5. Click the arrow buttons to move the items that you want to add to the Included list.
    6. Click OK.
    7. Click Save.

Modify a check list item

  1. In the list, select the check list item that you want to modify.
  2. Modify the item description according to your needs.
  3. Click Save.

Move a check list item to task list

  1. In the list, select the check list item that you want to move to the list of tasks.
  2. Click Move To Task List.

    The Enter Value dialog box opens.

  3. Select a user from the drop-down list.
  4. Click OK.

Delete a check list item

Note that deleting a check list item is permanent and cannot be undone.

  1. In the list, select the check list item that you want to delete.
  2. Click Delete.
  3. To permanently delete the check list item, click Yes in the confirmation dialog box.
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