Tekla EPM

You can export your Tekla Structures model data to Tekla EPM as a compressed .zip package. The package contains an XML file with drawing revisions, bills of materials, and user-defined attributes, as well as directories with CNC files and drawing files.

Export model to Tekla EPM

In the File menu, select Export > Tekla EPM.
On the Export to Tekla EPM tab of the Tekla EPM dialog box, either select Auto-generate file name, or type a name for the export file in the Tekla EPM XML file name box.
In the Export settings section, select which information you want to include in the XML export file.
In the Drawing files section, select which drawing files are exported, and where different types of drawings are stored.
In the CNC files section, select if and how you want to export CNC files.
Click Export to Tekla EPM.

The export settings are saved for future use.

If any files are out of date or not found in the export, you get warning messages that notify you of these files.
Do any of the following in the message box:
- To continue despite the missing files, click Yes.
- To cancel the export, click No.

Any warnings and error messages are shown in the white text box at the bottom of the Tekla EPM dialog box. When the export is complete, the path to the exported file is shown in this text box.

Next, the XML file can be imported into Tekla EPM. For more information, see instructions in the Tekla EPM product guide.

For more information on the export settings, see the following table.

Export settings for Tekla EPM


Setting	Description
Tekla EPM XML file name	When the Auto-generate file name option is not selected, you can type a file name, and click ... to browse to and select the folder where the XML file is saved.
Auto-generate file name	When the Auto-generate file name option is selected, the export file is saved in the Tekla EPM folder under the model folder. The file name format is `<project number>_<number of the export>`. For example, if a model has the project number `PROJ-NUM`, the first export is saved to `TeklaStructuresModels\PowerFab-01\Tekla EPM\PROJ-NUM_1.zip.` The next export will have the same path except for the number, which will be 2.
Export drawings	Select which drawing information you want to include in the export: All exports information of all drawings in the model. Selected from Drawing list only exports information of the drawings that are currently selected in Document manager. Selected from model only exports information for drawings currently selected in the model.
Export assembly drawings	When this option is selected, assembly drawing information is included in the export. Drawing files are also included if you have not selected the Do not export drawing files option. If you do not select this option, assembly drawing information and CNC files is excluded from the export.
Include single-part drawings	When this option is selected, single-part drawing information is included in the export. Drawing files are also included if you have not selected the Do not export drawing files option.
Include general arrangement drawings	When this option is selected, general arrangement drawing information is included in the export. Drawing files are also included if you have not selected the Do not export drawing files option.
Include multidrawings	When this option is selected, multi-drawing information is included in the export. Drawing files are also included if you have not selected the Do not export drawing files option.
Include drawing UDAs	When this option is selected, user-defined attributes for drawings are included in the export. In the list on the right, select which information is included: From report includes information from your 450 TeklaEPM_Drawing_UserDefined_v1.rpt report. By default, the Drawn by, Checked by, and Checked date values are included. From drawing (slow) includes all user-defined attributes in drawings. Note that this might take some time. From both (slow) includes information from both the 450 TeklaEPM_Part_UserDefined_v1.rpt report and the drawing. Note that this might take some time. To customize the user-defined attributes in the export file, see the Customize user-defined export information instructions.
Include part UDAs	When this option is selected, user-defined attributes for parts are included in the export. In the list on the right, select which information is included: From report includes information from your 450 TeklaEPM_Part_UserDefined_v1.rpt report. By default, user-defined fields 1-4 and comment are included. From model generates part information directly from the model. From both includes information from both the 450 TeklaEPM_Part_UserDefined_v1.rpt report and the model. To customize the user-defined attributes in the export file, see the Customize user-defined export information instructions.
Include bolts-nuts-washers	When this option is selected, bolt, nut, and washer information is included in the export.
Include bolt-nut-washer UDAs	When this option is selected, user-defined attributes for bolts, nuts, and washers are included in the export. In the list on the right, select which information is included: From report includes information from your 450 TeklaEPM_BoltNutWasher_UserDefined_v1.rpt report. By default, the GUID, IsBoltNutWasher value, and comment are included. From model generates nut, bolt, and washer information directly from the model. From both includes information from both the 450 TeklaEPM_BoltNutWasher_UserDefined_v1.rpt report and the model. To customize the user-defined attributes in the export file, see the Customize user-defined export information instructions.
Include studs	When this option is selected, stud information is included in the export.
Include stud UDAs	When this option is selected, user-defined attributes for studs are included in the export. In the list on the right, select which information is included: From report includes information from your 450 TeklaEPM_Stud_UserDefined_v1.rpt report. By default, the stud GUID and comment are included. From model generates stud information directly from the model. From both includes stud information both from the 450 TeklaEPM_Stud_UserDefined_v1.rpt report and the model. To customize the user-defined attributes in the export file, see the Customize user-defined export information instructions.
Do not export drawing files	When this option is selected, no drawing files are included in the export.
Use drawing files from folder	When this option is selected, drawing files from the folder defined below are included in the export. To change the folder, click ... next to the text box. Then, browse to and select the folder. Note that the drawing file names must match the drawing number, excluding the file extension. For example, the right file name for drawing 200 would be `200`.
Assembly drawing sub-folder Single-part drawing sub-folder GA drawing sub-folder Multidrawing sub-folder	Saving drawing types in different folders is optional. We recommend that you do so if you have drawings of different types with the same name. Having different drawing types in different folders also makes it easy for Tekla EPM to place the drawings in the right drawing logs. To select the folders, click ... next to each text box. Then, browse to and select the folder where the current drawing type should be saved.
Do not export CNC files	When this option is selected, CNC files will not be included in the export.
Generate CNC files - settings	When this option is selected, Tekla Structures generates CNC files from the current model. In the list below, select the CNC export settings file that you want to use.
Use CNC files from folder	When this option is selected, CNC files from the folder set below are included in the export. To change the folder, click ... and browse to and select the folder. Note that the file names need to match the piece mark, excluding the file extension. For example, the right CNC file name for piece mark w104 would be w104.

Customize user-defined attributes for export

The user-defined attributes for the export comes from the following reports, which you can customize to adjust which information is included in the export:

450 TeklaEPM_Drawing_UserDefined_v1.rpt
450 TeklaEPM_Part_UserDefined_v1.rpt
450 TeklaEPM_Stud_UserDefined_v1.rpt
450 TeklaEPM_BoltNutWasher_UserDefined_v1.rpt

Note:

Do not customize any of the other reports related to the Tekla EPM Plug-in.
Always keep extra copies of the customized reports in a separate folder.

Open the environment folder where the reports are stored.

For example, C:\ProgramData\Trimble\Tekla Structures\2021.0 Daily\Environments\Steel\reports.
Create a copy of the desired report and move it to another folder.
Open the copy in a text editor, such as Microsoft Notepad.
Customize the copy according to your needs.
Note that:
- Each field must be separated by a tab character.
- The report needs to have a single-line header containing the name of each field. These field names are included in the export file, so that the user can decide to which Tekla EPM fields the information should be mapped.
- Each field name can be used only once.
- Each field in the report needs to consist of a single line.
- In the 450 TeklaEPM_Part_UserDefined_v1.rpt report, the first field needs to be the part GUID, and the name in the report header for the first field needs to be GUID.
- In the 450 TeklaEPM_Drawing_UserDefined_v1.rpt report, the first field needs to be the drawing ID, and the name in the report header for the first field needs to be ID.
Save the copy.
Move the copy to the right folder, and overwrite the existing report.