Define company standard settings for Project Management

Tekla PowerFab
Modifierad: 13 mar 2023
2024i
Tekla PowerFab Tekla PowerFab GO

Define company standard settings for Project Management

For each module, you can define company-level settings that are the default for all new jobs.

  1. Click the Maintenance ribbon tab.
  2. On the menu, select Project Management > Company Standards.

    The Company Standards dialog opens.

  3. Modify the settings as needed.
    Option Description
    Job # Increment

    Allows you to select the default option for automatic job numbering. The options are:

    • Increment from Last Job #: When you create a new job, Tekla PowerFab uses the next available job number after the latest job number created.
    • Increment from Largest Job #: Tekla PowerFab uses the next available job number after the largest job number created.
    • Don't Increment: Automatic job numbering is not used.

    You can modify the job number when you create a new job.

    Drawing Number Input Type

    Allows you to select the input format for drawing numbers.

    Drawing File Prefix

    By default, Tekla PowerFab expects that the names of drawing files match the drawing numbers. The Drawing File Prefix option allows you to determine the prefix that appears in the names of all drawing files that are imported.

    Determining a drawing file prefix is optional. However, the drawing file prefix can help you to ensure that the correct files are imported from the selected folder.

    For example, drawing files might consist of the job number followed by a dash and the drawing number. In this case, drawing 100 could be named C12345-100.pdf. In consequence, the drawing file prefix would be C12345-.

    If the drawing file prefix varies, you can use an asterisk (*) as a wildcard character. For example, if the prefix of some drawing files that you want to import was not C12345, you could set the drawing file prefix to *-.

    Type the acceptable prefix in the Drawing File Prefix field.

    Drawing File Suffix

    By default, Tekla PowerFab expects that the names of drawing files match the drawing numbers. The Drawing File Suffix option allows you to determine the suffix that appears in the names of all drawing files that are imported.

    Determining a drawing file suffix is optional. However, the drawing file suffix can help you to ensure that the correct files are imported from the selected folder.

    For example, drawing files might include a revision number after the drawing number. In this case, the file name of the first revision of drawing 100 could be C12345-100-r1.pdf. In consequence, the drawing file suffix would be -r1.

    If the drawing file suffix varies, you can use an asterisk (*) as a wildcard character. For example, if some drawing files had different revision numbers, you could set the drawing file suffix to -r*.

    Type the acceptable suffix in the Drawing File Suffix field.

    Transmittal Recipients Available

    Allows you to select the companies that can be selected as transmittal recipients.

    Click the arrow on the right side of the Transmittal Recipients Available list and select an option.

    Transmittal Recipient Selection

    Allows you to select which information is displayed for the companies in the Recipient list.

    Click the arrow on the right side of the Transmittal Recipient Selection list and select either the firm code or the firm name.

    Keep Job Selection Screen Open

    When selected, the Select <Module> Job dialog stays open after a job has been opened.

    Otherwise, the dialog closes when you open a job.

    Update Production Control Approval Status

    When selected, the approval statuses of shop drawings that are used in Production Control are automatically updated.

    Resources - Use Period Ending Date

    When selected, the date that is shown in production schedules for resources is the last date of a period. This option only applies when the scale of the schedule is set to week or month. For example, February 2019 would be shown as 2/28/2019 in the mm/dd/yyyy format.

    When cleared, the date that is shown is the first date of a period. In this case, February 2019 would be shown as 2/1/2019 in the mm/dd/yyyy format.

    For more information, see Modify resource capacity.

    Automatically Create Document Index Directories When selected, the Document Index directories defined in Maintenance > Document Index > Standard Categories are created automatically under the base document index directory when a job is created. See Set the standard categories for attached documents.
    Job # Regular Expression

    Allows the use of regular expressions to enforce a desired format for the job numbers.

    For more details on regular expressions, click Regular Expression Help.

    ERP Job # Regular Expression

    Allows the use of regular expressions to enforce a desired format for the job numbers.

    Allows the use of regular expressions to create the requisition number.

    For more details on regular expressions, click Regular Expression Help.

  4. Click Save.

    Saving the settings closes the Company Standards dialog.

When you click Save, the changes you made are saved.

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