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2010 Tekla Corporation and its licensors. All rights reserved. This Software Manual has been developed for use with the referenced Software. Use of the Software, and use of this Software Manual are governed by a License Agreement. Among other provisions, the License Agreement sets certain warranties for the Software and this Manual, disclaims other warranties, limits recoverable damages, defines permitted uses of the Software, and determines whether you are an authorized user of the Software. All information set forth in this manual is provided with the warranty set forth in the License Agreement. Please refer to the License Agreement for important obligations and applicable limitations and restrictions on your rights. Tekla does not guarantee that the text is free of technical inaccuracies or typographical errors. Tekla reserves the right to make changes and additions to this manual due to changes in the software or otherwise. In addition, this Software Manual is protected by copyright law and by international treaties. Unauthorized reproduction, display, modification, or distribution of this Manual, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the full extent permitted by law. Tekla, Tekla Structures, Xcity, Xengineer, Xpipe, Xroad, Xpower, Xsteel, and Xstreet are either registered trademarks or trademarks of Tekla Corporation in the European Union, the United States, and/or other countries. Other product and company names mentioned in this Manual are or may be trademarks of their respective owners. By referring to a third-party product or brand, Tekla does not intend to suggest an affiliation with or endorsement by such third party and disclaims any such affiliation or endorsement, except where otherwise expressly stated. Portions of this software: D-Cubed 2D DCM 2008 Siemens Product Lifecycle Management Software III (GB) Ltd. All rights reserved. EPM toolkit 1995-2004 EPM Technology a.s., Oslo, Norway. All rights reserved. XML parser 1999 The Apache Software Foundation. All rights reserved. Project Data Control Library 2006 - 2007 DlhSoft. All rights reserved. DWGdirect, DGNdirect and OpenDWG Toolkit/Viewkit libraries 1998-2005 Open Design Alliance. All rights reserved. FlexNet Copyright 2006 Flexera Software Limited. All Rights Reserved. This product contains proprietary and confidential technology provided by and owned by Flexera Software Limited Of Schaumburg, IL, USA. Any use, copying, publication, distribution, display, modification, or transmission of such technology in whole or in part in any form or by any means without the prior express written permission of Flexera Software Limited is strictly prohibited. Except where expressly provided by Flexera Software Limited in writing, possession of this technology shall not be construed to confer any license or rights under any of Flexera Softwares intellectual property rights, whether by estoppel, implication, or otherwise. The software is protected by U.S. Patent 7,302,368. Also elements of the software described in this Manual may be the subject of pending patent applications in the European Union and/or other countries including U.S. patent applications 2004031231, 2004267695, 2005285881, 2006000484 and 200613639.
Contents
Introduction LESSON 1 1 2
2.1
5 9
3
3.1
Saving a model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Saving a model with a different name................................................................................................... 12
4
4.1 4.2 4.3
5
5.1 5.2 5.3 5.4 5.5 5.6 5.7 5.8
Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
View properties ..................................................................................................................................... 13 Display .................................................................................................................................................. 15 Creating a basic view............................................................................................................................ 17 Creating a top view ............................................................................................................................... 17 Creating a grid view using two points ................................................................................................... 18 Creating a view using three points........................................................................................................ 19 Opening, closing, and deleting named views ....................................................................................... 20 Changing part representation in model views....................................................................................... 21
6 7 8
Work area. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Creating plane views along grid lines. . . . . . . . . . . . . . . . . . . . . 22 Common buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 27
LESSON 2 9
9.1 9.2 9.3
Snapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Snap switches....................................................................................................................................... 28 Orthogonal snapping ............................................................................................................................ 29 Numeric snapping................................................................................................................................. 29
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9.4 9.5
10 Mini Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
10.1 Customizing Mini Toolbar...................................................................................................................... 31
11 Selection switches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
11.1 Selection filters...................................................................................................................................... 34 Selection filter example .................................................................................................................... 35 11.2 Selection examples............................................................................................................................... 36
13 Clip planes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
13.1 Creating clip planes............................................................................................................................... 40 13.2 Moving clip planes................................................................................................................................. 40 13.3 Deleting clip planes............................................................................................................................... 41
LESSON 3
43
14 Entering project information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 15 Switching between single-user and multi-user modes . . . . . . . . 45 16 Model Organizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
16.1 Creating logical areas ........................................................................................................................... 46 16.2 Creating object type categories............................................................................................................. 47 16.3 Viewing logical areas and object type categories ................................................................................. 47
17 Phase Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
17.1 Dividing the model into phases ............................................................................................................. 49 17.2 Filtering phases..................................................................................................................................... 49 17.3 Switching phases .................................................................................................................................. 49 17.4 Bolts in phases...................................................................................................................................... 49
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20 Inquire. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
20.1 Inquire object ......................................................................................................................................... 55 20.2 Inquire assembly objects ....................................................................................................................... 56 20.3 Inquire welded parts .............................................................................................................................. 56 20.4 Inquire center of gravity ......................................................................................................................... 56
23 Lotting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
23.1 Creating a lot ......................................................................................................................................... 62 23.2 Adding parts to a lot............................................................................................................................... 62 23.3 Removing parts from a lot ..................................................................................................................... 63 23.4 Deleting a lot.......................................................................................................................................... 63
LESSON 4
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25 Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
25.1 Searching drawings ............................................................................................................................... 70 25.2 Filtering Drawing List contents .............................................................................................................. 70 25.3 Opening a drawing ................................................................................................................................ 71 25.4 Editing a drawing ................................................................................................................................... 72 25.5 Printing a drawing.................................................................................................................................. 72
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26 Screenshots. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
26.1 Creating a screenshot........................................................................................................................... 72 26.2 Screenshot settings............................................................................................................................... 73
27 WebViewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
27.1 Publishing a model as a web page ....................................................................................................... 74
LESSON 5
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Introduction
Tekla Structures is Building Information Modeling (BIM) software that enables the creation and management of accurately detailed and highly constructable 3D structural models regardless of material or structural complexity. Tekla models can be used to cover the entire building process from conceptual design to fabrication, erection, and construction management. The 3D structural model includes the geometry and design of the structure, and all the information about profiles and cross sections, connection types, materials, structural analysis, etc. Tekla Structures drawings and reports are integrated with the models. Consequently, dimensions and marks are always correct. Drawings and reports can be created at any stage of the project and updated according to the changes in the model. Tekla helps all new Tekla Structures users to get started and to maintain their development. Our well-defined training course is a jump start to Tekla Structures software and helps to maximize using Tekla Structures to its full potential. During the basic training course, you will be taught the basic principles of Tekla Structures. Each training day contains several exercises so you will learn to apply what you have learned in theory. The instructor will show the correct solution to each exercise. You can freely ask the the instructor questions to make sure you have understood each point correctly. This training manual is intended to be used during a basic Tekla Structures training course, but you can also use it on your own after the training course. In addition, Tekla provides online learning material so the users can learn how to benefit from version improvements and adapt to using the new features. The following learning and support material is available on the Tekla Extranet (https:// extranet.tekla.com) for all our customers with a valid maintenance agreement. When the material is available also in the Tekla Structures software via the help menu, it is separately indicated.
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Material Steel Detailing, Modeling Steel Detailing, Drawings Precast Concrete Detailing, Modeling Precast Concrete Detailing, Drawings Engineering, Modeling Engineering, Drawings Construction Management Cast-in-place Concrete Detailing, Modeling Cast-in-place Concrete Detailing, Drawings
Language English, French, German, Dutch, Italian, Spanish, Russian, Japanese, Chinese
Location Extranet:
Self-learning > Manuals & instructions
English
Product documentation
Help file Manuals in PDF format Release Notes Quick reference guide to Tekla Structures Keyboard shortcuts
Extranet:
Self-learning > Manuals & instructions Help > Release Notes
Extranet:
Self-learning > Manuals & instructions
Extranet:
Self-learning > Manuals & instructions
English, Finnish, Swedish, German, Dutch, French, Spanish, Italian, Russian, Japanese, Chinese English, German, Dutch, French, Spanish, Italian, Russian, Japanese, Chinese English
Help > Learning Center > First Steps with Tekla Structures
Extranet:
Self-learning > Interactive tutorials & videos
http://www.tekla.com/firststeps
Help > Learning Center > Top New Features
Extranet:
Self-learning > Interactive tutorials & videos
http://www.tekla.com/topnewfeatures Extranet:
Self-learning > Interactive tutorials & videos
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Material Start-up checklist Frequently Asked Questions Discussion Forum Product Information
Language English
Location Extranet:
Self-learning > Start-up checklist
Extranet:
Self-learning > Questions & answers
Extranet:
Discussion Forum
Extranet:
Product
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LESSON 1
In this lesson, you will learn the following things:
how to start Tekla Structures how to open and save a model how to move around in the model what views are and how they are created what the work area is how to create plane views along grid lines how to use the common buttons in the dialog boxes
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LESSON 1
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Opening a model
1. Click File > Open... or . The Open dialog box opens.
The information in the Designer and Description columns comes from the Project Properties dialog box.
2.
Select the model. By default, Tekla Structures searches for models in the ..\TeklaStructuresModels folder. If your model is in another folder, click Browse... to browse for the model folder, or use the Look in list with the recently used folders.
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3.
You can open the model by clicking OK. If you edit the model and want to save it, the following warning appears:
If you click Yes, the model is saved and it cannot be opened with the previous Tekla Structures version anymore. If you click No, the model is not saved. You can open and edit the model with the Tekla Structures version in which the model was initially created.
It is recommended that you complete any models you have started using your current Tekla Structures version. Custom components and drawings created in an older version may not work properly in the new Tekla Structures version.
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Saving a model
Tekla Structures prompts you to save the open model when you close Tekla Structures. You should also save your model regularly to avoid losing any work. Autosave also automatically saves your work at regular intervals. To save the model, click File > Save, or click . Tekla Structures saves the model and the message database stored appears on the status bar.
Autosave automatically saves your model and drawings at set intervals. To set the autosave interval, click Tools > Options > Options... > General.
4.1 Zooming
The zoom tools allow you to focus in on a particular area, or pull out for a wider view. Use the mouse wheel to zoom in and out in the model: scroll forward to zoom in, scroll backward to zoom out. You can also zoom by clicking View > Zoom and selecting an option.
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4.2 Panning
To pan, hold down the middle mouse button. When the pointer changes to a hand symbol, click and drag the model to move it anywhere in the view window. To activate or disable the middle button pan, click Tools > Options > Middle Button Pan, or Shift + M. There is a checkmark next to the menu option when the middle button pan is active.
4.3 Rotating
1. 2. 3. To set the center of rotation, use the keyboard shortcut V. Pick the center of rotation. Hold down the Ctrl key and drag with the middle mouse button to rotate the model.
Views
A view is a representation of a model from a specific location. Each view is displayed in its own window in the Tekla Structures. There are several types of views. For example, you can create views
of the entire model of selected parts and components of selected assemblies and cast units along grid lines.
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LESSON 1 Views
13
Option
Name
Description Name of the view. You should give a view a unique name if you need to open it in later sessions. When you exit the model, Tekla Structures only saves named views. Switch between the 3D and Plane angle. Switch between the Orthogonal and Perspective projection. The options are available only in the rendered view type. Rotation angle around the z axis. Rotation angle around the x axis. View type defines the appearance of the view. The view type options are Rendered and Wire frame. Color and transparency settings that are applied to object groups in all views. View depth upwards from the view plane. The objects within the displayed depth and the work area are visible in the model View depth downwards from the view plane. The objects within the displayed depth and the work area are visible in the model Define the visibility and representation of object types. Define the visibility of object groups.
Angle Projection Rotation around Z Rotation around X View type Color and transparency in all views View depth: Up
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5.2 Display
You can define visibility and representation settings of object types in the Display dialog box. To open the Display dialog box, click View > View Properties... and then click Display... in the View Properties dialog box. The Display dialog box contains the Settings and Advanced tabs.
Settings tab
You can define the visibility of object types in the Settings tab. You can also define the representation settings of model parts and components.
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LESSON 1 Views
15
The Fast option is the recommended representation mode for bolts. This option increases display speed significantly and consumes less system memory. The Fast option displays the axis and a cross to represent the bolt head. Exact shows bolts, washers, and nuts as solids.
Advanced tab
You can define the visibility of a part center line, part reference line, part labels and connection texts in the Advanced tab. You can also define the size of points in views. In model increases the point size on the screen when you zoom in. In view does not.
Sometimes the work area in the model can be huge because points are positioned far away from the origin of the model. To easily locate these points for deletion, change the Point size to 1000 or 1500.
LESSON 1 Views
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2. 3. 4.
Select the plane parallel to the view plane. Enter the level coordinate of the view plane. Click Create.
Tekla Structures creates the basic view. The active properties of the View Properties dialog box are used in the view.
6.
Moving a plane in a top view
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1. 2. 3.
Click the view. A red frame appears in the edge of the view. The view is now selected. Right-click and select Move Special > Linear.... The Move - Linear dialog box opens. Enter the moving distance in the dZ box and click Move. The Confirm View Move dialog box opens.
4.
If you want to change the name of the view, double-click the view and enter the name in the View Properties dialog box.
2. 3. 4.
5.
LESSON 1 Views
When the direction is correct, pick the second point on the grid line. A new view is created.
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LESSON 1 Views
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LESSON 1 Views
The Named views list contains the named views that are closed.
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Opening views
To open views, select them and click the arrow to move the views to the Visible views list.
The number of the named views is unlimited, but the maximum number of open views is nine.
To close a view, move the view to the Named views list. To delete a view, select the view and click Delete.
To select multiple views on lists, use the Shift and Ctrl keys when you select views. To deselect views, hold down the Ctrl key.
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Work area
The work area is the primary area where you can edit the model. Tekla Structures indicates the work area of a view using green dashed lines. You can define the work area to suit any particular situation. For instance, you can concentrate on just one area of the model or the complete model. Objects outside the work area are invisible but they still exist in the model.
Work area The arrow symbol indicates the work plane. The green cube in a model view represents the global coordinate system. It is located at the global point of origin.
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2. 3.
Define the settings you need. For instance, you can define the number of views and the view name prefixes. Click Create. The Views dialog box opens.
4.
Move views from the Named views list to the Visible views list. The direction of all views is -x, +y, and -z.
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Common buttons
Most of the Tekla Structures dialog boxes contain common buttons. These buttons mean the same thing in all dialog boxes. The common buttons are:
Button
Description Retains the properties in the dialog box without closing the dialog box. Tekla Structures uses these properties the next time you create an object of this type. Closes the dialog box without retaining the properties in the dialog box or modifying objects. Creates a new object using the properties in the dialog box. Fills the dialog box with the properties of the selected object. When you select several objects, Tekla Structures takes the properties from one of the selected objects. Displays the help topics for the dialog box.
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Button
Description Modifies the selected objects using the properties in the dialog box, but does not retain the properties in the dialog box. Retains the properties in the dialog box and closes the dialog box. Tekla Structures uses these properties the next time you create an object of this type. Toggles all the modify filter check boxes in the dialog box on and off.
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LESSON 2
In this lesson, you will learn the following things:
how to snap on points how to use and customize the Mini Toolbar how to control the selection of objects. how to modify the work area how to create, move, and delete clip planes
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LESSON 2
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Snapping
Many Tekla Structures tools prompt you to pick points to position objects in a model. To make it easier for you to pick points, as you move the mouse pointer it locks to the closest point and the pointer changes to a cross-hair symbol. This is called snapping.
Button
Description Snaps to points and grid line intersections. Snaps to end points of lines, polyline segments, and arcs. Snaps to centers of circles and arcs. Snaps to midpoints of lines, polyline segments, and arcs. Snaps to intersections of lines, polyline segments, arcs, and circles. Snaps to points on objects that form a perpendicular alignment with another object. Snaps to the nearest points on objects, e.g. any point on part edges or lines. Snaps to the line extensions of nearby objects. Snaps to any position.
LESSON 2
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Button
Description Snaps to grid lines, reference lines, and the edges of existing objects. You can pick the object reference points, i.e., the points that have handles. You can pick any points on objects.
To display the toolbar, initiate a command that requires you to pick positions, and then do one of the following:
Start entering the coordinates using the keyboard Click Tools > Enter a Numeric Location and select an option.
See Numeric location coordinates (p. 29) for information on location coordinates.
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LESSON 2
29
Example
Polar coordinates
A distance, an angle on the xy plane, and an angle from the xy plane separated by angle brackets. Angles increase in the counterclockwise direction.
Absolute coordinates
Relative coordinates
One value
Two coordinates
If you omit the last coordinate (z) or angle, Tekla Structures assumes that the value is 0.
Three coordinates
1. 2.
Initiate a command that requires you to pick positions. Hold down the Ctrl key and pick a position.
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A green cross indicates that this position is now a temporary reference point. 3. Use this temporary reference point with snap tools to define directions and distances.
10 Mini Toolbar
You can use the Mini Toolbar to inquire objects and check the properties of the objects. The Mini Toolbar appears next to the mouse pointer when you select an object and fades out when you move the mouse further away or change the selection. You can change the position of the toolbar by dragging it and locking it to a new position with the lock button in the top right corner.
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3. 4.
Select the elements you want to show or hide in the Mini Toolbar. The Preview area shows what the toolbar will look like. Add macros and user-defined attributes to the Mini Toolbar. a Select a macro or user-defined attribute from the list. b Click Add to Mini Toolbar to add the macro or user-defined attribute to the list of visible elements. When you have finished customizing the Mini Toolbar, click OK.
5.
11 Selection switches
You can control object selection by using the selection switches. The selection switches are located in the Selecting toolbar.
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Button
Description Turns all switches on. Select all object types, except for single bolts. Select component symbols. Select parts, such as columns, beams, and plates. Select surface treatments. Select points. Select entire grids by selecting one line in the grid. Select single grid lines. Select welds. Select line, part, and polygon cuts, and fittings. Select model views. Select entire bolt groups by selecting one bolt in the group. Select single bolts. Select reinforcing bars and bar groups. Select point, line, area, and uniform loads. Select planes. Select distances. When you click any object belonging to a component, Tekla Structures selects the component symbol and highlights (does not select) all component objects. Objects created automatically by a component can be selected.
LESSON 2 Selection switches
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33
Button
Description When you click any object in an assembly or a cast unit, Tekla Structures selects the assembly or cast unit and highlights all objects in the same assembly or cast unit. Select single objects in assemblies and cast units. Select tasks. Select selection filters. The list lists both standard and userdefined selection filters. Create your own selection filters.
Selection filters Click to open the Object Group - Selection Filter dialog box
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To define your own filters: 1. 2. 3. 4. Click the Selection Filter button, or click Edit > Selection Filter... to open the
Find a filter which has close to the same settings as you need. Modify the settings, then enter a new name in the Save as box. Click Save as, then OK to exit. You can now choose the new filter from the list.
Click the box in the Property column to show the list arrow. Open the list and select Class. Click the box in the Value column. Enter 2. In the box next to the Save as button, enter Class_2. Click Save as to save the selection filter.
Use the selection filter to select the parts whose class is two.
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A beam has an end plate detail (component 1002). Two zinc coated holes have been added to the end plate manually.
The Select assemblies switch must be active if you want to copy the whole assembly (the beam with the end plate and the holes).
To define the level on which to select objects in nested components or assemblies, hold down the Shift key and scroll with the mouse wheel. Level 0 is the highest assembly level.
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Level 0 Level 1 The level of the selected assembly is displayed in the status bar. Level 0:
Level 1:
When you generate reports, drawings, NC files or other types of output of the beam, you should use the Select objects in components information of the beam and the end plates. switch to select all objects. The report displays
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The Select components switch selects objects at the highest level. The end plates created by a component are highlighted but are not selected, and the information of them is not displayed in the report.
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Visible
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13 Clip planes
In Tekla Structures, you can create up to six clip planes in any rendered model view. Using clip planes enables you to focus in on the required detail in the model. For example, you can use clip planes to see what is inside the model.
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You can change the location of the clip plane symbol by holding down the Shift key and dragging the symbol.
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LESSON 3
In this lesson, you will learn the following things:
how to enter project information how to switch between single and multi-user modes how to use the Model Organizer how to use the phase manager how to represent objects in model views how to check the model how to make inquiries about objects how to check distances and angles how to use the project status visualization tool how to create and define lots
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LESSON 3
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LESSON 3
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The contents of the Tekla Structures Project (1) dialog box depend on the Tekla Structures environment. The default tabs and options of the dialog box are different in different Tekla Structures environments.
4. 5.
Click OK to save your changes and close the Tekla Structures Project (1) dialog box. Click OK to save your changes and close the Project Properties dialog box.
To open a multi-user model in single-user mode: 1. 2. Click File > Open... to open the Open dialog box. Select the multi-user model. The Model type column indicates whether the model is a single-user or a multi-user model. The button with three men indicates a multi-user model.
3.
Opening singleuser model in multi-user mode
Right-click and select Open as single-user model from the pop-up menu.
To open a single-user model in multi-user mode: 1. 2. 3. 4. Click File > Open... to open the Open dialog box. Select the single-user model. Right-click and select Open as multi-user model from the pop-up menu. Tekla Structures prompts for the name of the server. In the Open as multi-user model dialog box, enter the server name or select it from the list, and then click OK.
LESSON 3 Switching between single-user and multi-user modes
16 Model Organizer
Use the Model Organizer to manage and view different logical areas and object types in your model. You can classify information according to your needs. The Model Organizer can be used in construction planning and management. You can divide a large model into logical sections and floors to help create building schedules, lots, and erection sequences, and categorize object types, for example, based on purchasing contracts. You can categorize both native Tekla Structures objects and reference objects.
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3. 4. 5.
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In large projects, you can create sites for your project by right-clicking Logical Areas and selecting Show Site(s). You can hide the sites by selecting Hide Site(s).
5.
In the Model Organizer, right-click the object type category and select Add Selected to Category.
3.
17 Phase Manager
LESSON 3 Phase Manager
The Phase Manager dialog box can be used to create phases. Phases are useful for splitting the model into separate sections. Only parts can be split into phases. It is not possible for grids and points. You can open the Phase Manager dialog box from Tools > Phase Manager... or by using the shortcut Ctrl + H.
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Option The Number box The Name box The Filter button
Description You can enter the number of the phase in the Number box. You can enter the name of the phase in the Name box. You can use the Filter button to filter the listed phases by the number and/or criteria that has been entered in the Number and Name boxes. The Set Current button determines to which phase the object belongs. The current phase is indicated by @ character. The Add button can be used to create new phases. The Delete button can be used to delete phases. The Phases by objects button can be used to determine in which phase(s) the selected object(s) belong. If you select objects that belong to several phases, they are highlighted in the Phase Manager. The Objects by phases button can be used to determine which objects belong to the selected phase. The object will be highlighted in the model. The Modify phase button can be used to change the phase for one or more objects.
The Add button The Delete button The Phases by objects button
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4.
c 5.
To change the phase of one or more objects, select the objects, select a phase from the list, and then click Modify phase. Click OK to save your changes.
You can divide bolts into phases. By selecting all bolts belonging to a certain phase, a bolt list can easily be generated out of all bolts in that phase. While modeling, bolts are automatically divided into the current phase.
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2.
Load the setting you want to use. The objects are represented according to the settings. By default, several standard settings are included, but you can also create object representation settings yourself. Click Modify and OK.
3.
By default, several standard settings are included in the object representation, but you can also create object representation settings by yourself.
Changing the settings in the Object Representation dialog box affects all model views.
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This example shows how to create a new object group where all columns will be represented in blue with 70% transparency: 1. 2. Click View > Representation > Object Representation.... The Object Representation dialog box opens. Click the Add row button. A second object group is added. Initially, the new object group has the same properties as the first object group. Select All in the Object group column to activate the arrow button. Click the arrow button to open a drop down menu. The drop down menu contains all the default options for object groups. Select Create new group... from the list. The Object Group - Representation dialog box opens. Select Part in the Category column. Select Name in the Property column. The part name is used for selecting columns. Check that the Condition option is equals. Enter COLUMN in the Value box. Note that all the letters must be capitalized. Save the settings as column.
3. 4. 5. 6. 7. 8. 9. 10.
You will be able to reuse the new object condition in other models. 11. Click Close. The Object Group - Representation dialog blox closes. Note that the Object Representation dialog box is still open.
LESSON 3 Representing objects in model views
In the Object Representation dialog box, click Color by class in the Color column to activate the arrow button. Click the arrow button and select blue color from the drop down menu. Click Visible in the Transparency column to activate the arrow button. Click the arrow button and select 70% transparent from the drop down menu. Click Modify.
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Clash checking Flying through the model Checking using reports Checking the views
1. 2. 3.
IFC DWG DGN Click Tools > Clash Check Manager. In the model, select the objects you want to include in the clash check. Click to check the objects. You can continue working during the clash check. When the clash check is complete, the status bar message changes from Clash checking in progress to Ready. When you re-run clash check, new clashes are appended to the end of the list. To highlight a clash in the model, select a row in the list of clashes. The clash is highlighted in the model and the related model objects are selected. To zoom the active view so that the selected objects are shown in the center of the view, double-click a row. For more information on how to manage clashes, see Clash Check Manager in the Modeling Manual.
4. 5.
Flag
LESSON 3 Checking the model
Description The default state. The clash is not new, modified, resolved, or missing. All clashes are marked as new when they are found for the first time.
(none)
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Flag
State Modified
Description If the object has been modified (for example, if the profile has changed), the state changes to modified when you re-run clash check. Only certain object properties affect this flag. To see which properties have an effect, right-click one of the column headings. Both visible and hidden properties affect the flag.
Resolved Missing
If the objects no longer clash, the state changes to resolved when you re-run clash check. If one or both of the clashing objects have been removed from the model, the state changes to missing when you re-run clash check.
2. 3. 4.
Select Clash check on the list. Enter the clearance values. Click OK.
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The Fly command only works rendered views with Projection set to Perspective.
To fly through the model: 1. Click View > Fly or click The mouse pointer changes. .
2. 3.
Move the pointer to establish your flying direction. Tekla Structures displays an arrow symbol to indicate the flying direction. To stop flying, right-click and select Interrupt or press the Esc key.
Bolt, nut, washer, and material lists ID lists The main feature of the ID lists is that the lines that contain profiles can be selected. As a result, the accompanying profile will be highlighted in the model. This is useful if a profile is hard to locate. User-defined attributes list A user-defined attribute list can be used to check that the correct profiles are shortened.
Click Drawings & Reports > Numbering > Numbering All Objects (Full Numbering). Click Drawings & Reports > Create Report..., or click The Report dialog box opens. Select a report from the report templates Click Create from all or Create from selected button. .
3. 4.
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20 Inquire
The inquire tool displays the properties of a particular object, or a group of objects, within the model. The Inquire Object dialog box displays information relevant to the objects you select.
2.
The selected object and all parts of the object are highlighted.
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LESSON 3 Inquire
55
1. 2.
Select an object. Click Tools > Inquire > Center of Gravity or click .
LESSON 3 Inquire
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1. 2.
Horizontal distance Vertical distance Distance Angle Bolt spaces Click Tools > Measure or click one of the measurement buttons. Follow the instructions that vary according to the measurement option you selected. When you measure horizontal and vertical distances, use a plane view. To switch to a plane view, press Ctrl + P.
Display the erection schedule for groups of parts using colors. Identify the parts that are scheduled to be fabricated during a specific time period.
LESSON 3 Measuring distances, angles, and bolt spaces
You can define tasks for parts and assemblies with Task Manager. Project status visualization can then be based on the tasks.
We demonstrate with an example how the project status visualization tool works. In the example, we
add planned erection dates create object representation settings review the status of objects in the time scale with the project status visualization tool.
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2. 3. 4.
Select the assemblies for which you will add the planned erection dates. Hold down the Shift key and double-click one of the selected assemblies. The properties dialog box opens. Go to the Status tab. Select the date from the Planned Erection Date list
5. Click Modify and then OK Add planned erection dates for other assemblies. You can select the dates but allocate them at least for the time period of one month.
LESSON 3 Project status visualization
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1. 2. 3. 4.
Assemblies which have been erected over a week before review date will be displayed in gray. Assemblies erected in the previous week will be displayed in blue. Assemblies planned to be erected in the following week will be displayed in red. Assemblies planned to be erected in the future will be displayed in transparent yellow. All assemblies without a set erection date will be displayed in transparent white. Click View > Representation > Object Representation... to open the Object Representation dialog box. Click Add row. Select the first row and click Object group... to open the Object Group Representation dialog box. Define a rule for assemblies whose planned erection date is over a week earlier than the review date: Select Assembly in the Category column.
Select Planned Erection Date in the Property column. Select Earlier than or equal in the Condition column. Click Select date... in the Value list to open the Select Date dialog box. Enter 7 in the day(s) before the review date box and click OK.
5. 6. 7.
Save the rule as Planned erection over week before review date. Click Close. In the Object Representation dialog box, select gray in the Color column for the rule you just created. Add the rest of the rules for the other planned erection dates and define the color and transparency settings for the rules. Save the rules as Planned_erection_dates.
8.
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9.
4. 5.
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6. 7. 8.
Click Refresh. Click the step buttons to review the status changes in the model. Click Close when you have finished reviewing the status changes.
23 Lotting
With lots you can group assemblies for transporting to site. Lotting means that you evaluate specific model parts with respect to the number of units that can be carried by a transfer vehicle. For example, you can calculate how many concrete truck deliveries are needed to pour the footings or slabs for a specific portion of the model. With this information, it is easier to determine area requirements and create an erection schedule. When you define lots, you must take into account the load-carrying capacity of the vehicle, because a lot cannot exceed the maximum total load capacity. You can calculate truck load sizes based on material weights and model quantities. For most model parts, the weight is based on the size, length, and material of the part.
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LESSON 3 Lotting
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To view the properties of a part, right-click the part and then select Inquire > Part.
The basic lotting process is the same for steel and concrete parts. However, if you are using cast-in-place concrete, remember that the concrete is transported in a volumetric container (for example, in a ten-cubic-yard truck). In that case, you must calculate the weight-carrying capacity of the concrete vehicle before defining the number of lots.
3.
5.
LESSON 3 Lotting
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LESSON 3 Lotting
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LESSON 3 Lotting
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LESSON 4
In this lesson, you will learn the following things:
how to use reference models how to display the drawings in the model how to create screenshots how to publish models as web pages how to open models in Model Reviewer
>
LESSON 4
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24 Reference models
A reference model is a file which helps you to build a Tekla Structures model. Reference models keep the size of model files relatively small, because the reference files are considered as single objects. The following file types are supported:
AutoCAD (*.dxf) AutoCAD (*.dwg) MicroStation (*.dgn, *.prp) Cadmatic models (*.3dd) IFC files (*.IFC) WebViewer XML files (*.xml)
The reference model appears in the background of your Tekla Structuresmodel. You can snap to reference model points. Tekla Structures loads the reference model from file each time you open your model.
LESSON 4
2. 3. 4.
Click Browse... next to the File name box to locate the reference model file. Change the scale if it is different from the one in the Tekla Structures model. Click OK.
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5.
Pick the position for the reference model origin. Tekla Structures inserts the reference model.
1. 2. 3.
IFC (.ifc) Cadmatic (.3dd) WebViewer (.xml) DWG (.dwg) Select the reference model and double-click it to display the Reference Object
To detect changes:
Properties dialog box. name box.
Browse for the name of the old file by clicking the Browse... button next to the Old file
Select an option in the Show list in the Change detection section. For example, select Changed to see the changed objects in a reference model.
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LESSON 4
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4. 5.
Click Display. Tekla Structures highlights the changed reference model objects. Click Modify to stop detecting changes.
Example
The following example shows how the changes are displayed in the reference model: The old file:
LESSON 4
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The Show option has been set to Changed in the Reference Object Properties dialog box:
Large, highly-detailed reference models contain lots of snap points. To speed up snapping, activate only the snap switches you need. Split large reference models into smaller ones and display only the parts you need in the model.
25 Drawings
LESSON 4 Drawings
All drawings in a Tekla Structures model are displayed in the Drawing List dialog box. You can open and print drawings, and search and sort drawings on the list according to different criteria. You can also modify the drawings, but you cannot save your changes.
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You can open the Drawing List in the model by selecting Drawings & Reports > Drawing List (Ctrl + L) or, when a drawing is open, by clicking Drawing File > Open (Ctrl + O).
You need to have the templates used in the drawings, otherwise the drawings are not displayed correctly.
2.
by selecting an option from the Search in list by selecting the Search within the currently visible drawings check box.
In addition to using search, you can select which drawings you want to see in the list and in which order. To filter the Drawing List contents, do any of the following:
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Do this Select a set of drawings from the select drawing set list. Saved search results are also displayed in this list. Click Show all. Click Invert. This feature allows you to list the opposite of the current content. For example, if you had selected to display Locked drawings, clicking Invert shows all drawings except the locked ones.
List selected drawings only List up-to-date drawings only List drawings that need to be updated Lists only drawings associated with the objects you have selected in the model. Selecting parts that have drawings. Select parts that do not have drawings.
Select objects does not work in
Select the drawings and click Selected. Click Up to date. 1. 2. 1. 2. 1. 2. Click Up to date. Click Invert. Select objects in the model. Click By parts. In the Drawing List, press Ctrl + A to select all drawings. To highlight the parts that have drawings, click Select objects.
After completing the previous step you can highlight the parts that do not have drawings by holding down the Ctrl key and selecting the entire model (hold down the left mouse button and drag all the way from left to right). Click the column name.
To Open a drawing from the model or when a drawing is open Open the next or the previous drawing on the list
Do this While you have the Drawing List open, double-click the drawing on the list. Press Ctrl + Page Down (next) or Ctrl + Page Up (previous).
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LESSON 4 Drawings
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1. 2. 3.
Press B.
26 Screenshots
A screenshot is a picture of a dialog box, view, or the entire Tekla Structures window. You can use screenshots in posters, brochures, or other material to show projects carried out using Tekla Structures.
LESSON 4 Screenshots
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6. Set the properties as required and click OK. 7. Click Capture to create a screenshot. For more information on screenshot settings, see Screenshot settings (p. 73).
Description Shows the selected view name. Includes the view content and window borders in the screenshot. Includes only the view content in the screenshot. Use for high resolution screenshots from rendered views. The Options... button displays the Screenshot Options dialog box. Places the screenshot on the clipboard. Saves the screenshot to a file.
Option
Final width Final height DPI
Description The width of the screenshot. Uses the same unit as other dimensions in modeling. The height of the screenshot. Uses the same unit as other dimensions in modeling. The pixel density (DPI) of the screenshot. There are limitations to pixel density. You can change the DPI using a graphics editor.
Uses white background. Uses smooth lines to decrease jagged edges. Sets the line width.
27 WebViewer
You can publish your Tekla Structures models as web pages that can be viewed via the Internet using a web browser. The WebViewer files can also be used as reference models.
LESSON 4 WebViewer
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73
2. 3. 4.
If you want to publish a web page of selected parts, select Selected parts. Change the page title if required. In the File name box, enter the destination path and file name for the published model. By default, Tekla Structures creates a PublicWeb folder with sub-folders in the current model folder, and places the published model there. Click Publish. If you select the Open in browser check box, the model opens in your web browser.
5.
LESSON 4 WebViewer
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Easily pan, rotate, zoom, and fly through the model See important part information Fly through a set of saved locations in the model to present it to the project team Use clip planes to slice through walls and crowded areas of the model Email models easily to other parties Create and manage markups (redlines) of specific areas in the model Visually track project statuses with different colors in the model
You can use the Model Reviewer tool to improve project communication. In Tekla Structures, you can publish a model in .wrm, .xml or .zsol format. You can then send the published model to other project participants. After installing the tool, those involved in the project can open the model and add comments to it. You can download and install Model Reviewer from Teklas website. Go to http:// www.tekla.com/international/solutions/building-construction/Pages/web-models-modelreviewer.aspx and click the Free Download link. To learn more, watch the introductory video on the download page.
When you save the model and the markups in Model Reviewer, the file is saved in .wmr format.
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LESSON 5
In this lesson, you will learn the following things:
how to use Tekla Structures Help how to save your favorite Help topics
>
LESSON 5
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Click Help > Tekla Structures Help. Press F1. If you have a dialog box open, pressing F1 takes you straight to the related topic.
3.
Use the blue-and-white arrow buttons to move to the next or previous topic.
To open or close all books on the Contents tab, right-click one of the topics and select Open all or Close all from the pop-up menu.
Go to the Index tab. Enter a keyword, or scroll through the list of keywords. Double-click a title to display that topic, or click a topic title and then click Display. If a keyword is associated with more than one topic, a list of topics appears and you are prompted to select one of them.
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To Display the search results in alphabetical order Display the location of a topic in the hierarchical list of topics Find a specific word or phrase in the open topic Move forward and backward through previously viewed topics Show or hide the navigation pane Disable the highlighting of search terms in the search results Return to the Help cover page
Do this Click the Title column heading. Click Locate on the Help toolbar. Click the topic and press Ctrl + F. Click Forward or Back on the Help toolbar. Click Show or Hide on the Help toolbar. Click Options > Search Highlight Off. Click Home on the Help toolbar.
Search filter
Search previous results
Description Narrows down the search results. The next search will be performed within the topics that were found in the previous search.
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LESSON 5
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Search filter
Match similar words
Description Includes topics that contain words similar to your search term. For example, also the plural form of the word is included in the search. Searches for words only in topic titles. If the search term appears only in the body of a topic, it is not included in the search results.
To enable or disable a search filter, select or clear the corresponding check box on the Search tab.
LESSON 5
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Tekla Structures
Task Manager User Guide
2010 Tekla Corporation and its licensors. All rights reserved. This Software Manual has been developed for use with the referenced Software. Use of the Software, and use of this Software Manual are governed by a License Agreement. Among other provisions, the License Agreement sets certain warranties for the Software and this Manual, disclaims other warranties, limits recoverable damages, defines permitted uses of the Software, and determines whether you are an authorized user of the Software. All information set forth in this manual is provided with the warranty set forth in the License Agreement. Please refer to the License Agreement for important obligations and applicable limitations and restrictions on your rights. Tekla does not guarantee that the text is free of technical inaccuracies or typographical errors. Tekla reserves the right to make changes and additions to this manual due to changes in the software or otherwise. In addition, this Software Manual is protected by copyright law and by international treaties. Unauthorized reproduction, display, modification, or distribution of this Manual, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the full extent permitted by law. Tekla, Tekla Structures, Xcity, Xengineer, Xpipe, Xroad, Xpower, Xsteel, and Xstreet are either registered trademarks or trademarks of Tekla Corporation in the European Union, the United States, and/or other countries. Other product and company names mentioned in this Manual are or may be trademarks of their respective owners. By referring to a third-party product or brand, Tekla does not intend to suggest an affiliation with or endorsement by such third party and disclaims any such affiliation or endorsement, except where otherwise expressly stated. Portions of this software: D-Cubed 2D DCM 2008 Siemens Product Lifecycle Management Software III (GB) Ltd. All rights reserved. EPM toolkit 1995-2004 EPM Technology a.s., Oslo, Norway. All rights reserved. XML parser 1999 The Apache Software Foundation. All rights reserved. Project Data Control Library 2006 - 2007 DlhSoft. All rights reserved. DWGdirect, DGNdirect and OpenDWG Toolkit/Viewkit libraries 1998-2005 Open Design Alliance. All rights reserved. FlexNet Copyright 2006 Flexera Software Limited. All Rights Reserved. This product contains proprietary and confidential technology provided by and owned by Flexera Software Limited Of Schaumburg, IL, USA. Any use, copying, publication, distribution, display, modification, or transmission of such technology in whole or in part in any form or by any means without the prior express written permission of Flexera Software Limited is strictly prohibited. Except where expressly provided by Flexera Software Limited in writing, possession of this technology shall not be construed to confer any license or rights under any of Flexera Softwares intellectual property rights, whether by estoppel, implication, or otherwise. The software is protected by U.S. Patent 7,302,368. Also elements of the software described in this Manual may be the subject of pending patent applications in the European Union and/or other countries including U.S. patent applications 2004031231, 2004267695, 2005285881, 2006000484 and 200613639.
Font
Bold
Usage Any text that you see in the user interface appears in bold. This font is used, for example, for window and dialog box titles, box and button names, and list items. New terms are in italic bold when they appear in the current context for the first time. Extracts of program code, HTML, or other material that you would normally edit in a text editor, appear in monospaced font. This font is also used for file names and folder paths, and for any text that you should type yourself.
Noteboxes
A note draws attention to details that you might easily overlook. It can also point you to other information in this guide that you might find useful.
You should always read very important notes and warnings, like this one. They will help you avoid making serious mistakes, or wasting your time.
This symbol indicates advanced or highly technical information that is usually of interest only to advanced or technically-oriented readers.
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Contents
Conventions used in this guide .... ....................................................................................................................... 3
1 2
Introduction to Task Manager .................................................................. 7 Installing and running Task Manager ...................................................... 9
2.1 2.2 2.3 Installation............................................................................................................................................... 9 Starting Task Manager ........................................................................................................................... 9 Exiting Task Manager ............................................................................................................................. 9
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Modifying the list of task types ......................................................................................................... Modifying the list of contractors........................................................................................................ Defining additional information for a task ......................................................................................... Managing dates of individual objects ............................................................................................... Defining the order of objects in tasks ............................................................................................... Defining production rate for tasks .................................................................................................... 5.5 5.6 5.7 5.8
23 24 24 24 25 25
Saving tasks ......................................................................................................................................... 26 Removing tasks .................................................................................................................................... 26 Selecting multiple tasks ........................................................................................................................ 26 Arranging tasks..................................................................................................................................... 27
Viewing tasks........................................................................................... 33
7.1 7.2 7.3 7.4 7.5 Highlighting a task ................................................................................................................................ 33 Viewing related tasks............................................................................................................................ 34 Viewing related model objects .............................................................................................................. 34 Filtering visible tasks............................................................................................................................. 34 Creating a view or selection filter for tasks ........................................................................................... 35
43
10.1 Non-working time.................................................................................................................................. 43 10.2 Adding non-working time to the calendar ............................................................................................. 43 10.3 Removing non-working time from the calendar .................................................................................... 44
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11.1 Example: Creating object groups.......................................................................................................... 47 11.2 Example: Creating object representation settings................................................................................. 48 11.3 Example: Visualizing the task schedule................................................................................................ 49
51
12.1 Imported task information...................................................................................................................... 51 12.2 Importing tasks...................................................................................................................................... 51 12.3 Exporting tasks...................................................................................................................................... 52 12.4 Importing task types.............................................................................................................................. 52 12.5 Exporting task types.............................................................................................................................. 53
55
13.1 Task information reports ....................................................................................................................... 55 13.2 Previewing a schedule before printing .................................................................................................. 55 13.3 Printing a schedule................................................................................................................................ 56
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Task Manager is a tool for contractors, sub-contractors, and project managers. Task Manager allows you to incorporate time-sensitive data into 3D Tekla Structures models and to control the schedule at various stages and levels of detail throughout the project. With Task Manager, you can create, store and manage scheduled tasks, and link the tasks to their corresponding model objects. On the basis of the tasks, you can create customizable model views and comprehensive 4D simulations of the progression of the project. You can create tasks interactively or by importing tasks from external project management tools such as Microsoft Office Project or Primavera P6. The import functionality allows you to preserve any schedules that you have created outside the model environment, and thereby maintain schedule intelligence and organization. You can supplement imported schedules with more detail in Task Manager. The above workflow matches what can be found in a normal project delivery an increasing awareness of activities that support higher level project objectives and milestones. Task Manager gives you a logical storage space for this information, and helps you extend schedule control into powerful 3D representations.
Task Manager is included in the Full and Construction Management configurations only.
Contents
Installation (p. 9) Starting Task Manager (p. 9) Exiting Task Manager (p. 9)
2.1 Installation
Task Manager is delivered with your Tekla Structures product package as a part of the Full and Construction Management configurations. No special installation is required.
Click
You do not need to save the tasks separately when exiting Task Manager. When you save the model in Tekla Structures, the related tasks are automatically saved with the model.
10
This section introduces the Task Manager user interface and explains how to run commands in Task Manager.
Contents
Task list (p. 11) Gantt chart (p. 11) How to run commands (p. 13)
Modifying task properties (p. 21) Modifying tasks (p. 20) Showing and hiding task list items (p. 15)
11
See also
Gantt chart symbols (p. 12) Modifying Gantt chart appearance (p. 16)
Symbol
Description Task that is not linked to any model object. Planned start and end dates.
Summary task. Summary tasks can contain other summary tasks as subtasks. Dependency between tasks.
Creating milestones (p. 20) The task is marked as locked in the task list.
12
See also
In the task list, select the task you want to modify; then right-click and select a command from the pop-up menu.
13
14
This section explains how to change some general view settings in Task Manager.
Contents
Enlarging icons (p. 15) Showing and hiding task list items (p. 15) Keeping Task Manager window on top (p. 16) Modifying Gantt chart appearance (p. 16) Modifying Gantt chart timescale (p. 16) Modifying Gantt chart colors (p. 17) Modifying the appearance of dates and months (p. 17)
A check mark
See also
15
Click any of the options to switch them on or off. A check mark option indicates that it is visible.
in front of the
To Show or hide the name of the contractor assigned to the task Show or hide non-working days Show or hide the actual start and end dates
Do this Click Contractors. Click Non-Working Days. Click Actual Dates. You must define the actual start and end dates in the task list to be able to show them in the Gantt chart. Click Planned Dates.
Click Change the timescale of the Gantt chart and select the timescale setting. You have the following options: Days/Hours
16
To make the timescale wider, for example from weeks to months, drag the mouse to the right. To make the timescale narrower, for example from weeks to days, drag the mouse to the left.
To zoom to a task in the Gantt chart, select a task and press Ctrl + 1. To zoom back to the whole scenario, press Ctrl + 2. To place the Gantt chart symbol of the selected task in the middle of the chart, press Ctrl + 3.
See also
Click View > Set Colors.... Click the color you want to change. Select a color in the Color dialog box. Click OK to close the dialog box.
Click Start > Control Panel. Go to Regional and Language options and select the format you wish to use. Click OK.
Task list (p. 11) Gantt chart (p. 11) Modifying Gantt chart appearance (p. 16)
17
18
Creating tasks (p. 19) Creating subtasks (p. 20) Creating milestones (p. 20) Modifying tasks (p. 20) Saving tasks (p. 26) Removing tasks (p. 26) Selecting multiple tasks (p. 26) Arranging tasks (p. 27)
If the task list already contains tasks, Task Manager uses the properties of the selected task as a basis when creating new tasks.
19
If the newly created task is not shown in Task Manager, click anywhere in the task list to update the view.
You can use the Model Organizer when creating tasks. Select logical areas and object types in the Model Organizer. In Task Manager, select a task, right-click and select Add selected objects.
Model Organizer is included in the Full and Construction Management
configurations only.
See also
Modifying tasks (p. 20) Adding objects to tasks (p. 29) Importing and exporting tasks (p. 51) Selecting objects
20
3. 4. 5.
Modify the properties. For more information on the options, see Modifying task properties (p. 21). Click Modify to apply the changes. Click OK to close the dialog box. Alternatively, you can modify tasks directly in the task list. To modify a task property, click the field to activate it and then enter a new value. With some task properties you need to select the value from a list. To modify a date field, click the field. Click the down arrow select a date from the pop-up calendar that appears. and
The gray fields in the task list cannot be modified. Task Manager selects or clears these check boxes automatically depending on the task properties.
See also
To Name a task Select a task type Modify a task type Select a contractor Define a contractor Mark a task as a milestone
Do this Click the Name field in the task list, and then enter a name. Click the Task Type list in the task list and select a task type. Click the Task Types... button to open the Task Types dialog box. Click the Contractor list in the task list and select a contractor. Click the Contractors... button to open the Contractors dialog box. Select the Mark task as milestone check box. Task Manager selects this check box automatically if you set the task duration to zero.
Set the planned start date Set the planned end date Set the actual start date Mark today as actual start date
Click the down arrow in the Planned Start Date list and select a date in the pop-up calendar. Click the down arrow in the Planned End Date list and select a date in the pop-up calendar. Click the down arrow in the Actual Start Date list and select a date in the pop-up calendar. Select a task in the task list. Right-click and select Mark as Started.
21
Do this Click the down arrow in the Actual End Date list and select a date in the pop-up calendar. You can define the value only if you have already defined the actual start date.
Mark today as the actual end date Show the workload in relation to duration
Select a task in the task list. Right-click and select Mark as Completed. Select the Relation to duration check box. The workload is calculated based on the planned duration and the available working hours (by default 7.5 hours per day). Click the Workload field, and then enter the value in hours either by typing them or using the arrows in the field. Note that changing the workload value changes the planned end date of the task.
Click the Completed field, and then enter the value in hours either by typing them or using the arrows in the field. These hours are user estimations, not actual working hours. When you mark the task as complete, this value automatically changes to 100.00%.
Mark task as unlocked
Select the Lock/unlock task check box. To show the lock symbol for the task, click some other task. Press Ctrl + L.
See also
Clear the Lock/unlock task check box. To make the the lock symbol disappear, click some other task. Press Ctrl + U.
Modifying the list of task types (p. 23) Modifying the list of contractors (p. 24) Creating milestones (p. 20)
Select a task in the task list. Right-click and select Task Information.... Then modify the duration of the task.
22
Select a task in the task list. Right-click and select Task Information.... Then modify the start date. Enter a new date in the date field in the task list. To change the planned start date of a summary task, click the date field and select a new date in the dialog box that opens. Task Manager changes the start date of the summary task and the related subtasks. To change the actual start date of a summary task, select the task. Right-click and select
Task Information.... Then modify the start date.
To modify the start date of the whole project, right-click on the Gantt chart and select Change Project Start Date. Select a new date in the dialog box that opens. All the start dates in the current scenario are changed.
To Add new task types Change the name of task types Remove task types Link task types to user-defined attributes Define production rates for task types Import task types
Do this Click Add. Select a task type, click Rename, and enter a new name. Select a task type and click Remove. Select a task type and then select a user-defined attribute from the list. Select a task type. Then select a unit, and enter the quantity and time. Click Import.... Select whether to replace existing task types or to add the imported types at the end of the list of the existing task types. Click Export.... Enter a file name and click Save.
23
Do this Click Add and enter a name. Select a contractor, click Rename, and then enter a new name. Select a contractor and click Remove.
4. 5. 6.
See also
4.
24
If you link an object to a user-defined attribute, you are recommended to keep the object within one scenario. If the dates in a task change, the user-defined attribute dates change as well. The changed dates are then used in all the scenarios the object belongs to. 5. 6.
See also
Click Modify to apply the changes. Click OK to close the dialog box.
You can show the order information in the model. In the Manage Dates of Individual Objects dialog box, select one or more objects and press Ctrl + D. The order information is shown on the selected objects in the model. For example, 2-1 means the object belongs to the second task in the task list and that it is the first object in the task. To clear the numbers from the model, right-click and select Update Window.
When you define the cast-in-place work order or work groups within a task, the Custom Inquiry tool is useful for planning the appropriate quantities for each group or lot.
25
5.
Enter the quantity and time. By default, quantity and time is units per one hour. However, you can set the time to be, for example, the length of the working shift.
6. Click OK to close the Task Types and the Task Information dialog boxes. 7. In the task list, select the task type for the task. 8. Click the task list to show the rate in the Planned Production Rate column. When you assign the task type for a task, the production rate is shown in the Planned Production Rate column in the task list. It is also useful show the overall quantity for a task, for example the number of objects or the size of an area linked to the task. To do this, click
View > Task List Items > Quantity.
To show the actual production rate in the task list, click Task List Items > Actual Production Rate.
View >
If you change the duration of the task, the production rate is changed. Also, if you change the production rate, the duration of the task is changed.
See also
Select a task in the task list. Right-click and select Delete. Click Yes to confirm.
26
Click a single row, and then hold down the Ctrl key while you click other rows that you want to select. Click the first row of the selection and then hold down the Shift key while you click the last row of the selection.
desired location. Place tasks in hierarchical order To make a summary task or change a subtask to a task, select a task and click
indent. Decrease
Expand task hierarchies Select a task and click Expand task hierarchies. This expands the hierarchies that are on the same level. To expand the hierarchies of all tasks, hold down the Ctrl key and click hierarchies. Collapse task hierarchies
Expand task
Select a summary task and click Collapse task hierarchies. This collapses the hierarchies that are on the same level. To collapse the hierarchies of all tasks, hold down the Ctrl key and click hierarchies.
Collapse task
Click the column heading you want to sort by. To reverse the sort order, click the column heading again. When Task Manager is opened, the existing tasks are always sorted in alphabetical order.
Save the sort order of tasks Click Order of Tasks and select Save Current Order. Revert to the saved sort order of tasks Click
Order of Tasks and select Return to Saved Order.
27
28
This section explains how to link a task to one or more model objects. It also explains how to remove existing objects from the task.
Contents
Adding objects to tasks (p. 29) Removing objects from tasks (p. 30) Copying objects to another task (p. 30) Linking tasks to user-defined attributes (p. 30)
4.
In Task Manager, right-click the selected task and click Add Selected Objects.
Click the view in Tekla Structures and then click the task again in Task Manager to verify that the objects were successfully added. As a result, Task Manager changes the color of the task bar in the Gantt chart and selects the Task linked to model check box.
See also
Removing objects from tasks (p. 30) Copying objects to another task (p. 30)
29
4.
See also
In Task Manager, right-click the task and select Task Information... > Manage Dates of Individual Objects. Select the objects you want to remove and click Remove from task.
Click the view in Tekla Structures and then click the task again in Task Manager to verify that the objects were successfully removed.
Adding objects to tasks (p. 29) Copying objects to another task (p. 30)
Select a task in the task list. Click Objects in Task > Keep Selection. All objects linked to the task stay selected. Select the task you want to copy the objects to. Click
Objects in Task > Add Selected Objects.
Adding objects to tasks (p. 29) Removing objects from tasks (p. 30)
30
1. 2. 3. 4. 5.
See also
Select a task in the task list. Right-click and select Task Information... > Task Types.... In the Task Types dialog box, select the user-defined attribute from the list for each task type. Click Modify to apply the changes. Click OK to close the dialog box.
Modifying the list of task types (p. 23) Managing dates of individual objects (p. 24) Adding properties
31
32
Viewing tasks
This section explains the different methods you can use to view, highlight, and filter tasks.
Contents
Highlighting a task (p. 33) Viewing related tasks (p. 34) Viewing related model objects (p. 34) Creating a view or selection filter for tasks (p. 35) Filtering visible tasks (p. 34)
33
1. 2.
See also
In Tekla Structures, click to activate the Select Tasks switch. Place the mouse pointer over a model object. If the object belongs to a task, Tekla Structures highlights the task.
Viewing related tasks (p. 34) Viewing related model objects (p. 34) Creating a view or selection filter for tasks (p. 35)
See also
Highlighting a task (p. 33) Viewing related model objects (p. 34) Creating a view or selection filter for tasks (p. 35)
See also
Highlighting a task (p. 33) Viewing related tasks (p. 34) Creating a view or selection filter for tasks (p. 35)
34
1. 2. 3. 4.
Click Filter visible tasks. Select the filters you want to use. Click Filter. Click Show all to show all tasks.
Only the tasks in the current selected scenario in Task Manager are used for filtering.
To create a selection filter for tasks that have a start date and a task type: 1. 2. 3. 4. 5.
See also
In Tekla Structures, click Edit > Selection Filter.... Click Add row. Enter the planned start date, for example 15.01.2009. Enter the task type, for example Fabrication. Enter the filter name next to the Save as button, then click Save as.
35
36
Task dependencies (p. 37) Creating a dependency between tasks (p. 38) Modifying a dependency between tasks (p. 38) Removing a dependency between tasks (p. 39)
Finish-to-Start (FS): The preceding task must finish before the dependent task can start. Start-to-Start (SS): The preceding task must start before the dependent task can start. Finish-to-Finish (FF): The preceding task must finish before the dependent task can finish. Start-to-Finish (SF): The preceding task must start before the dependent task can finish.
The dependencies are represented by arrows in the Gantt chart. The arrow points to the start or the end of the other task, depending on their relationship.
A predecessor is a task that must be completed before the dependent task. It is not possible to create circular dependencies in Task Manager. When you move the preceding task, the dependent tasks are also automatically moved. If you try to move a task that is dependent on another task, Task Manager asks you either to remove the dependency or not to move the task.
See also
Creating a dependency between tasks (p. 38) Modifying a dependency between tasks (p. 38)
37
4.
5. 6.
See also
38
Click OK to close the dialog box. Modify a dependency in the Gantt chart. In the Gantt chart, right-click a dependency. In the pop-up menu that appears, select the dependency type. Optional: Change the lag value (days) and press the Enter key. The changed dependency is immediately visible in the Gantt chart.
See also
See also
39
40
Managing scenarios
Contents
This section explains how to create and remove scenarios in Task Manager.
To move between the different scenarios, click Scenario, select the scenario you want to view or modify, and click Open.
If you link an object to a user-defined attribute, you are recommended to keep the object within one scenario. If the dates in a task change, the user-defined attribute dates change as well. The changed dates are then used in all the scenarios the object belongs to.
See also
Removing scenarios (p. 42) Managing dates of individual objects (p. 24)
41
Click Scenario. Select the scenario you want to remove. Right-click and select Delete. In the dialog box that opens, click Yes to confirm.
42
10
This section explains how to customize the Task Manager calendar by adding non-working time such as vacations and public holidays.
Contents
Non-working time (p. 43) Adding non-working time to the calendar (p. 43) Removing non-working time from the calendar (p. 44) Importing a holiday file (p. 44) Importing calendar information (p. 44)
When you add or modify a non-working day, the task duration (Planned End Date or Actual End Date) is not automatically changed. This means that the workload of a task may change because of the non-working days.
See also
Adding non-working time to the calendar (p. 43) Removing non-working time from the calendar (p. 44) Importing a holiday file (p. 44)
43
Right-click on the Gantt chart and select Non-working Periods.... Click Add... In the Name field, enter a descriptive name for the non-working time. Enter the start date and the end date. Set the recurrence frequency. You have the following options: Non-recurring, Weekly, and Yearly. If the non-working time is recurring, set the recurrence range. Click OK.
Removing non-working time from the calendar (p. 44) Importing a holiday file (p. 44)
Right-click on the Gantt chart and select Non-working Periods.... Select an item from the list. Click Remove.
Right-click on the Gantt chart and select Non-working Periods.... Click Import Holidays.... Browse for the holiday file. Select your country from the list. Click OK.
Non-working time (p. 43) Removing non-working time from the calendar (p. 44)
44
4. 5.
See also
Select the Import calendar check box. The imported calendar information will overwrite the existing calendar information. Click OK.
45
46
11
This section explains how to visualize task schedules using the project status visualization tool available in Tekla Structures. In the following example, you will first create object groups to define which tasks are shown in the model. After that you will create object representation settings to define how the tasks are shown in the model. Finally, you will visualize the task schedule using the project status visualization tool.
Contents
Example: Creating object groups (p. 47) Example: Creating object representation settings (p. 48) Example: Visualizing the task schedule (p. 49)
4. 5.
Enter a name for the group, for example Completed. Enter the name in the field next to the Save as button, and then click Save as. Repeat steps 3 - 4 to create an object group called Started. Use the following settings:
47
6.
Repeat steps 3 - 4 to create an object group called NotStarted. Use the following settings:
7.
Repeat steps 3 - 4 to create an object group called All. Use the following settings:
8.
See also
When you have created all the required object groups, click Close.
Example: Creating object representation settings (p. 48) Example: Visualizing the task schedule (p. 49) Object groups
7.
See also
Enter a name for the object representation settings, for example Tasks, and then click
Save as.
Example: Creating object groups (p. 47) Example: Visualizing the task schedule (p. 49) Object representation settings
48
In Tekla Structures, click Tools > Project Status Visualization.... Select Tasks from the Object representation list. Click the step buttons to change the Review date and to view the changes in the model.
Example: Creating object groups (p. 47) Example: Creating object representation settings (p. 48) Visualizing project status
49
50
12
This section explains how to import and export information between Task Manager and external project management software.
Contents
Imported task information (p. 51) Importing tasks (p. 51) Exporting tasks (p. 52) Importing task types (p. 52) Exporting task types (p. 53)
By default, scheduled dates are imported to Task Manager as planned dates. To import baseline dates to planned dates, you need to select this option in the Import Tasks dialog box.
See also
51
2. 3. 4.
Click Browse... to locate the file to import. In the Open dialog box, browse for the import file (.xml), and then click Open. Define the import options: a Append imported tasks to scenario adds the imported tasks at the end of the task list. b Override existing tasks replaces the existing tasks with the imported tasks. c Override only selected below task properties imports certain task properties. When you select this option, a list appears where you can select the properties.
5. Click OK. Imported tasks are marked as imported and locked in Task Manager to make it easier to see what has changed.
Dependencies between tasks are imported and exported. The links between Task Manager and the model are imported and exported.
See also
6.
See also
52
Select a task in the task list. Right-click and select Task Information... > Task Types.... Click Export.... In the Save As dialog box, browse for the export file and select it, or enter a file name in the File name field. Click Save.
53
54
13
This section explains how to create reports from task information and how to print task schedules that include both the task list and the Gantt chart.
Contents
Task information reports (p. 55) Previewing a schedule before printing (p. 55) Printing a schedule (p. 56)
55
If the task list is very long, it is spread out on several pages. Zoom the page in or out Print the current page Return to Task Manager
See also
Click File > Print.... Optional: In the Page Setup dialog box, modify the printer settings. Click OK to print the schedule.
56
Index
a
adding days to calendar.................................................... 43 objects................................................................... 29 additional information ................................................... 24 adjusting summary tasks.............................................. 20 alternative scenarios .................................................... 41 arranging tasks............................................................. 27
e
end dates......................................................................21 enlarging icons .............................................................15 exiting Task Manager .....................................................9 expand..........................................................................27 exporting task types ..............................................................53 exporting tasks ...................................................... 51, 52
c
calendar..................................................................43, 44 customizing ........................................................... 43 importing ............................................................... 44 Task Manager ....................................................... 43 changing colors Gantt chart ............................................................ 17 changing view settings ................................................. 15 collapse ........................................................................ 27 commands.................................................................... 13 Task Manager ....................................................... 11 contractors..............................................................21, 24 copying objects task........................................................................ 30 creating tasks...................................................................... 19 creating reports ............................................................ 55 task information..................................................... 55 customizing calendar.................................................... 43
f
filtering tasks ......................................................................33 filtering tasks.......................................................... 34, 35
g
Gantt chart....................................................................11 changing................................................................17 colors.....................................................................17 showing and hiding items ......................................16 symbols .................................................................12 timescale ...............................................................16
h
hiding Gantt chart items ...................................................16 task list items.........................................................15 hierarchy of tasks .........................................................27 highlighting tasks ..........................................................33 holiday files...................................................................44
d
date fields ..................................................................... 20 defining order ............................................................... 25 dependencies ............................................................... 39 dependencies between tasks .................................37, 38
TEKLA STRUCTURES 16
57
i
importing calendar.................................................................44 holiday files............................................................44 non-working time ...................................................51 schedules ..............................................................51 task types ..............................................................52 tasks ................................................................. 7, 51 importing tasks..............................................................51 indentation ....................................................................27 installing Task Manager..........................................................9 installing Task Manager..................................................9
n
non-working days..........................................................44 non-working time....................................... 16, 43, 44, 51
o
object groups tasks ......................................................................47 object representation settings tasks ......................................................................48 order of objects task ........................................................................25 organizing tasks ............................................................27
l
lag time .........................................................................38 language settings..........................................................17 linking model objects to task.............................................29 tasks ......................................................................30 user-defined attributes...........................................30
p
percent completed ........................................................21 predecessors ................................................................37 printing schedules .................................................. 55, 56 printing task schedules .................................................55 printing tasks.................................................................55 production rate ..............................................................23 task ........................................................................25 project status visualization ............................................49
m
managing dates actual dates ...........................................................24 planned dates ........................................................24 managing individual objects..........................................24 mark complete ..............................................................21 mark started..................................................................21 milestones.............................................................. 20, 21 model objects adding....................................................................29 linking to task.........................................................29 task ........................................................................29 modifying appearance of dates and months ..........................17 date fields ..............................................................20 dependencies ........................................................38 task duration ..........................................................22 task properties .......................................................20 tasks ......................................................................19 modifying timescale ......................................................16
r
reference points ............................................................20 regional settings............................................................17 removing dependencies ........................................................39 non-working days...................................................44 objects ...................................................................30 scenarios ...............................................................42 tasks ......................................................................26 unrelated objects ...................................................34 reports creating ..................................................................55 tasks ......................................................................55
s
saving tasks ..................................................................26 scenarios................................................................ 41, 42 tasks ......................................................................41
58
TEKLA STRUCTURES 16
schedules ....................................................................... 7 exporting ............................................................... 52 importing ............................................................... 51 previewing ............................................................. 55 printing ............................................................55, 56 visualizing.............................................................. 49 selecting commands............................................................. 13 tasks...................................................................... 26 selection switch ......................................................33, 34 sort order ...................................................................... 27 start dates...............................................................21, 23 starting Task Manager.................................................... 9 subtasks ....................................................................... 20 symbols ........................................................................ 12
t
task copying objects ..................................................... 30 duration ................................................................. 25 production rate ...................................................... 25 removing objects ................................................... 30 task dependencies ....................................................... 37 task information ............................................................ 24 reports ................................................................... 55 task list ......................................................................... 11 hiding items ........................................................... 15 showing items ....................................................... 15 Task Manager commands............................................................. 11 installing .................................................................. 9 view settings.......................................................... 15 task scenarios .............................................................. 41 task schedule vizualising.............................................................. 47 task types ..................................................................... 23 exporting ............................................................... 53 importing ............................................................... 52
tasks ...............................................................................7 arranging ...............................................................27 changing the order ................................................27 creating..................................................................19 dependencies ................................................. 37, 38 exporting......................................................... 51, 52 filtering...................................................... 33, 34, 35 hierarchy................................................................27 highlighting ............................................................33 importing................................................................51 linking to model object.................................... 19, 29 modifying ...............................................................19 modifying task duration .........................................22 modifying the properties ........................................20 object groups.........................................................47 object representation.............................................48 organizing..............................................................27 previewing .............................................................55 printing............................................................ 55, 56 removing................................................................26 saving ....................................................................26 selecting ................................................................26 sort order ...............................................................27 subtasks ................................................................20 viewing ..................................................................33 viewing related tasks .............................................34 visualizing..............................................................49 workload ................................................................43 timescale ............................................................... 11, 16 Gantt chart.............................................................16
u
user-defined attributes........................................... 23, 30
v
view settings large icons .............................................................15 stay on top.............................................................16 Task Manager .......................................................15 viewing related model objects ............................................34 related tasks ..........................................................34 tasks ......................................................................33 visualizing project status...............................................49 vizualising schedule......................................................47 vizualizing project status Task Manager .......................................................47
TEKLA STRUCTURES 16
59
workload................................................................. 21, 43
60
TEKLA STRUCTURES 16
TEKLA STRUCTURES 16
61