TS Training CM 160 Enu

Tekla Structures
Construction Management
Training Manual Product version 16.0 February 2010

2010 Tekla Corporation
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
Starting Tekla Structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Opening a model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Model created in a previous version ..................................................................................................... 11
3
3.1
Saving a model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Saving a model with a different name................................................................................................... 12
4
4.1 4.2 4.3
Moving around in the view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Zooming................................................................................................................................................ 12 Panning................................................................................................................................................. 13 Rotating ................................................................................................................................................ 13
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
Numeric location coordinates................................................................................................................ 29 Using temporary reference points......................................................................................................... 30
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
12 Modifying the work area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

12.1 Fit work area to selected parts.............................................................................................................. 38 12.2 Fit work area using two points............................................................................................................... 39 12.3 Fit work area to entire model in selected views .................................................................................... 39 12.4 Hide the work area lines........................................................................................................................ 39
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
18 Representing objects in model views . . . . . . . . . . . . . . . . . . . . . 50

18.1 Creating object representation settings................................................................................................. 50
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19 Checking the model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

19.1 Performing a clash check ...................................................................................................................... 52 Symbols used in clash checking ....................................................................................................... 52 Setting a minimum clearance for bolts for a clash check.................................................................. 53 19.2 Flying through the model ....................................................................................................................... 54 19.3 Checking using reports.......................................................................................................................... 54
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
21 Measuring distances, angles, and bolt spaces . . . . . . . . . . . . . . 57 22 Project status visualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

22.1 Adding planned erection dates .............................................................................................................. 58 22.2 Creating object status representation rules ........................................................................................... 58 22.3 Using project status visualization .......................................................................................................... 60
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
65
24 Reference models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66

24.1 Inserting a reference model................................................................................................................... 66 24.2 Hiding a reference model ...................................................................................................................... 67 24.3 Updating a reference model .................................................................................................................. 67 24.4 Detecting changes in reference models ................................................................................................ 67 Example............................................................................................................................................ 68 24.5 Handling large reference models........................................................................................................... 69
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
28 Tekla Structures Model Reviewer . . . . . . . . . . . . . . . . . . . . . . . . 75

28.1 Opening a model in Model Reviewer .................................................................................................... 75
LESSON 5
77
29 Using Tekla Structures Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

29.1 Opening Tekla Structures Help ............................................................................................................. 78 29.2 Browsing Help topics by subject ........................................................................................................... 78 29.3 Finding Help topics using the index ...................................................................................................... 78 29.4 Searching for Help topics...................................................................................................................... 79 Viewing the search results ............................................................................................................... 79 Using search filters........................................................................................................................... 79 29.5 Saving favorite Help topics.................................................................................................................... 80
Task Manager User Guide
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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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Type Training manuals
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
English, French, German, Dutch, Italian, Spanish, Russian, Japanese, Chinese
Help > Tekla Structures Help
Extranet:
Self-learning > Manuals & instructions Help > Release Notes
Extranet:
Extranet:
Videos and tutorials
First Steps with Tekla Structures Interactive Tutorial
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
Top New Features Videos
Extranet:
http://www.tekla.com/topnewfeatures Extranet:
More videos and tutorials
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Type Other support material
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
English, French, German, Japanese, Chinese
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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Starting Tekla Structures

1. 2. 3. 4. 5. Click the Windows Start button. Click All Programs. Go to the Tekla Structures 16.0 menu item and click Tekla Structures 16.0. The Tekla Structures - Login dialog box opens. In the dialog box, select the license, role and environment you want to use. Click OK to start Tekla Structures.
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.
LESSON 1 Opening a model
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The Model name list contains the recently used models.
3.
Click OK to open the model.
2.1 Model created in a previous version

Tekla Structures displays a warning when you open a model that was created in a previous Tekla Structures version.
You can open the model by clicking OK. If you edit the model and want to save it, the following warning appears:
You have two options:
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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LESSON 1 Opening a model
11
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.
3.1 Saving a model with a different name

To save a copy of a model with a different name: 1. 2. 3. 4. Click File > Save as... to open the Save as dialog box. Enter the new model name in the Model name box. If you want to save the model in a different folder, click Browse... to browse for the folder. In the Save as dialog box, click OK to save the model.
Moving around in the view

There are several tools you can use to change what you see in a view. This topic introduces some of them.
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.
LESSON 1 Saving a model
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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.
5.1 View properties

To define the view properties, click View > View Properties.... The View Properties dialog box opens.
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LESSON 1 Views
13
The View Properties dialog box contains the following options:
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
View depth: Down
Visibility of object types

LESSON 1 Views
Visible object group
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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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5.3 Creating a basic view

Basic views are those parallel to the global basic planes, i.e. xy, xz, and zy. In basic views two axes always define the view plane and they appear in the plane name. The third axis is perpendicular to the view plane. It does not appear in the plane name. In the basic plane view, the model is shown from the direction of that third axis. To create a basic view: 1. Click View > Create View of Model > Basic View... or The Create Basic View dialog box opens. .
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.
5.4 Creating a top view

1. 2. 3. 4. 5. Click View > View Properties... to open the View Properties dialog box. Select plane from the list next to the Load button. Click Load. The properties are changed. Click OK. to open the Create Basic Click View > Create View of Model > Basic View... or View dialog box. Enter the level distance in the Coordinate box. For example, if you want that the plane
view is at level +4500, enter 4500 in the box.
6.
Moving a plane in a top view
Click Create to create the top view.

LESSON 1 Views
To move a plane in a top view:
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17
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.
Click Yes. The plane moves.
If you want to change the name of the view, double-click the view and enter the name in the View Properties dialog box.
5.5 Creating a grid view using two points

1. Hold down the Shift key and click View > Create View of Model > Using Two Points or . The View Properties dialog box opens. Selet the Plane setting from the list next to the Load button and click Load. The view properties are changed. Click OK. Pick the first point on a grid line. Two arrows appear. The arrows indicate the direction of the view.
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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5.6 Creating a view using three points

You can use the Create View of Model > Using Three Points command to create, for example, views perpendicular to a plane of a part. To create a view: 1. 2. 3. 4. 5. Hold down the Shift key and click View > Create View of Model > Using Three Points to open the View Properties dialog box. Define the properties and click OK. Pick the first point to indicate the origin of the view plane. Pick the second point to indicate the direction of the view x axis. Pick the third point to indicate the direction of the view y axis.
The view is created.
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LESSON 1 Views
19
5.7 Opening, closing, and deleting named views

You can open, close, and delete named views in the Views dialog box. To open the dialog box, click View > View List... or .
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.
Closing views Deleting views
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.
5.8 Changing part representation in model views

In rendered views, you can define separately how Tekla Structures displays parts and component objects. Use the shortcuts Ctrl + 1...5 and Shift + 1...5 to set the desired representation for parts in the model and components.
Example
Shaded wireframe (Ctrl + 2) Rendered (Ctrl + 4)

LESSON 1 Views
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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.
Creating plane views along grid lines

1. Click View > Create View of Model > Along Grid Lines.... The Creation of Views Along Grids Lines dialog box opens.
LESSON 1 Work area
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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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LESSON 1 Creating plane views along grid lines
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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.
LESSON 1 Common buttons
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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
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.
9.1 Snap switches

Snap switches specify exact locations on objects, for example, end points, midpoints, and intersections. Snap switches help you to pick points to position objects precisely without having to know the coordinates or create additional lines or points. You can use snap switches any time Tekla Structures prompts you to specify a point, for example, if you are creating a beam. The snap switches are located in the Snapping toolbar.
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.
9.2 Orthogonal snapping

Use the shortcut O (Tools > Ortho) to snap to positions in orthogonal directions on the work plane (0, 45, 90, 135, 180 degrees, etc.).
9.3 Numeric snapping

Use the Enter a numeric location toolbar to enter position coordinates you want to snap to.
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.
9.4 Numeric location coordinates

The following table explains the types of information you can enter in the Enter a Numeric Location toolbar.
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LESSON 2
29
You can enter Cartesian coordinates
Description The x, y, and z coordinates of a position separated by commas.
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
The coordinates based on the origin of the work plane.
Relative coordinates
The coordinates relative to the last position picked.
One value
A distance to an indicated direction.
Two coordinates
If you omit the last coordinate (z) or angle, Tekla Structures assumes that the value is 0.
Three coordinates
In drawings, Tekla Structures ignores the third coordinate.
9.5 Using temporary reference points

You can create a temporary reference point to use as a local origin when snapping in models or drawings. To use a temporary reference point:
LESSON 2
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.
10.1 Customizing Mini Toolbar

You can customize the Mini Toolbar by selecting which commands are visible, and by adding macros and user-defined attributes to the toolbar. To customize the Mini Toolbar: 1. 2. Select an object and move the mouse pointer on the Mini Toolbar. Click to open the Customize Mini Toolbar dialog box.
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LESSON 2 Mini Toolbar
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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.
LESSON 2 Selection switches
The selection switches are described below:
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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.
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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.
11.1 Selection filters

Tekla Structures contains several selection filters by default. By using selection filters you can select particular objects. If you use, for example, the columns filter, you can only select columns in the model. The Selection Filter list lists the standard and user-defined filters.
Selection filters Click to open the Object Group - Selection Filter dialog box
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Defining your own filters
To define your own filters: 1. 2. 3. 4. Click the Selection Filter button, or click Edit > Selection Filter... to open the
Object Group - Selection Filter dialog box.
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.
Selection filter example

In this example we create a selection filter that selects parts whose class is two: 1. 2. 3. Click the Selection Filter button, or click Edit > Selection Filter... to open the Object Group - Selection Filter dialog box. Click Delete all to remove all the rows. Click Add row. Now the Object Group - Selection Filter dialog box contains one row where you can
define the filter. 4. 5. 6. 7. 8. 9.
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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11.2 Selection examples

Copying an assembly
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).
Scrolling assembly levels
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:
Selecting objects for reports
A beam has two end plates.
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.
12 Modifying the work area

You can modify the work area to suit particular situations. You can fit the work area and it is also possible to hide the work area lines.
12.1 Fit work area to selected parts

1. 2. Select the model objects you want to see in the work area. Click View > Fit Work Area > To Selected Parts in Selected Views or click . The work area concentrates on the selected objects. The objects outside the work area still exist, but they are not visible.
LESSON 2 Modifying the work area
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12.2 Fit work area using two points

You have to be working with a plane view in order to fit work area using two points. If you are currently working in 3D view, press Ctrl + P to switch to plane view. 1. 2. Click View > Fit Work Area > Using Two Points or click . Pick the two points you want as corner points for the work area.
12.3 Fit work area to entire model in selected views

To fit the work area to the entire model, click View > Fit Work Area > To Entire Model in
Selected Views or click
. The work area includes all model objects in selected views.
12.4 Hide the work area lines

In Tekla Structures, you can toggle the work area lines (green, dashed lines) between hidden and visible state to have an even better view on the model. Hidden To hide the work area lines, keep the Ctrl and Shift keys pressed and click View > Redraw All. The work area lines are now hidden. Clicking View > Redraw All again makes the work area lines visible again.
Visible
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LESSON 2 Modifying the work area
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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.
13.1 Creating clip planes

1. 2. 3. Click View > Create Clip Plane or click . To select the position of the clip plane, click a plane. Press Esc or right-click and select Interrupt. The clip plane symbol appears in the model.
13.2 Moving clip planes

1. 2. Select the clip plane you want to move. Click the clip plane symbol and drag it to a new location.
LESSON 2 Clip planes
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You can change the location of the clip plane symbol by holding down the Shift key and dragging the symbol.
13.3 Deleting clip planes

1. 2. Select the clip plane you want to delete. Click the clip plane symbol and press Delete
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LESSON 3
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
>
LESSON 3
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14 Entering project information

When you start a project, enter project information to display the information automatically in reports and drawings. To enter the project information: 1. 2. 3. Click File > Project Properties... to open the Project Properties dialog box. Enter the project information you want to use. All the boxes are optional. Click User-defined attributes to open the Tekla Structures Project (1) dialog box, where you can enter additional information.
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.
15 Switching between single-user and multi-user modes

You can switch between single-user and multi-user modes by using the different options in the Open dialog box.
Opening multiuser model in single-user mode
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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To open the Model Organizer, click Tools > Model Organizer....
16.1 Creating logical areas

Logical areas may already have been defined for the model. You can create new logical areas for your own needs and add objects to the logical areas. To create logical areas and add objects to them: 1. 2. Click Tools > Model Organizer.... The Model Organizer opens. Create a path structure. a Right-click Logical areas and select New Building. b Rename the building. c Right-click the building and select New section or New story. You may create as many sections and storys as required. Select a section or story in the Model Organizer. In the model, select the area for the section or story. Each model object can belong to only one section and one story. In the Model Organizer, right-click the selected section or story, and select Add Selected to Category. You can also add objects to the selected section or story by right-clicking the object in the model and selecting Model Classification > Add to Selected Classification from the pop-up menu.
3. 4. 5.
LESSON 3 Model Organizer
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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).
16.2 Creating object type categories

1. 2. 3. 4. Click Tools > Model Organizer.... The Model Organizer opens. Right-click Object Types and select New Object Type from the pop-up menu. A new object type category is created. You can also create subtypes to object types. Rename the new object type category. In the model, select the objects you want to add to an object type category. To make it easier to view and select parts, create a separate view or selection filter for each group of parts.
5.
In the Model Organizer, right-click the object type category and select Add Selected to Category.
16.3 Viewing logical areas and object type categories

1. 2. Click Tools > Model Organizer.... The Model Organizer opens. Select a logical area or an object type category. The logical area or objects belonging to the selected object type category are highlighted in the model. To view the classification information of an object, right-click the object in the model and select Model Classification > Show Related Classification, or in the Model
Organizer, select an object and click
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 Set Current button
The Add button The Delete button The Phases by objects button
The Objects by phases button
The Modify phase button

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17.1 Dividing the model into phases

1. 2. 3. Click Tools > Phase Manager.... The Phase Manager dialog box opens. Click Add to create a new phase. Click Set current to make the selected phase the current phase. From now on, Tekla Structures assigns all objects you create to the current phase. The @ character in front of the phase number indicates the current phase. Divide the model into phases. a To identify the phase of an object, select an object and click Phases by objects. Tekla Structures selects the phase of the object. b To see which objects belong to a certain phase, select a phase from the list and then click Objects by phases. Tekla Structures highlights the corresponding objects in the model.
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.
17.2 Filtering phases

You can use the Filter area in the Phase Manager dialog box for filtering phases by number and/or name. To filter phases: 1. 2. 3. Click Tools > Phase Manager. The Phase Manager dialog box opens. Enter either phase Number in the Number box or phase Name in the Name box. Click Filter. Only the selected phases are visible in the Phase Manager dialog box.
17.3 Switching phases

1. 2. 3. 4. Click Tools > Phase Manager.... The Phase Manager dialog box opens. Select the object(s) you want to move in the model. Select the phase in which you want to move the object(s). Click the Modify phase button.
17.4 Bolts in phases

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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18 Representing objects in model views

You can represent the objects in model views by using the Object Representation dialog box. Object representation sets the color and visibility of objects in model views. Objects are grouped by a set of rules and conditions that can be used to control how those objects are displayed in model views. Changing the settings in the Object Representation dialog box affects all model views. To represent objects in model views: 1. Click View > Representation > Object Representation.... The Object Representation dialog box opens.
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.
18.1 Creating object representation settings

LESSON 3 Representing objects in model views
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
12. 13. 14. 15. 16.
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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19 Checking the model

When the model is complete, you need to check it. There are several methods available for checking the model:
Clash checking Flying through the model Checking using reports Checking the views
19.1 Performing a clash check

You can run a clash check to find parts, bolts, or reference model objects that collide. The following reference model file types are supported in clash checking:

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.
To perform a clash check:
4. 5.
Symbols used in clash checking

Clash Check Manager uses the following flags to indicate the state of clashes:
Flag
LESSON 3 Checking the model
State Active New
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.
Setting a minimum clearance for bolts for a clash check

Bolts can also be taken into account in the clash check. You can use the clash check to check if the bolts collide with profiles and if there is enough space to fix the bolt. It is possible to set the minimum clearance for the bolts. To set a minimum clearance for bolts for a clash check: 1. Click Tools > Options > Options.... The Options dialog box opens.
2. 3. 4.
Select Clash check on the list. Enter the clearance values. Click OK.
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19.2 Flying through the model

You can use the Fly command to travel through the model. The flying route can be changed by moving the mouse. The more the pointer is moved from the point of origin, the faster the picture is moved.
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.
19.3 Checking using reports

You can check models using reports. Reports can be lists of drawings, bolts, or parts. Reports can contain information from selected parts or the entire model. You can generate the following types of reports:
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.
To check using reports: 1. 2.

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.
20.1 Inquire object

You can inquire object to display the properties of a particular object, or group of objects, within the model. To inquire object: 1. Select an object. The object can be a part, a bolt, a component, a weld, etc. Click Tools > Inquire > Object or click . The Inquire object dialog box opens. It displays all relevant information regarding the object. The information displayed depends on the object that was selected in step 1.
2.
The selected object and all parts of the object are highlighted.
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LESSON 3 Inquire
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20.2 Inquire assembly objects

1. 2. Click Tools > Inquire > Assembly Objects or click . Select the assembly. Main parts are highlighted with red and secondary parts with yellow.
20.3 Inquire welded parts

Click Tools > Inquire > Primary Welded Part to highlight the primary part when you select the secondary part. the parts that are welded to it.
Tools > Inquire > Welded Parts to highlight the selected part and all
20.4 Inquire center of gravity

You can inquire an objects center of gravity. When calculating an objects center of gravity, bolts and welds are not taken into account, whereas polygon cuttings, part cuttings, fittings, and line cuts are considered.
1. 2.
Select an object. Click Tools > Inquire > Center of Gravity or click .
LESSON 3 Inquire
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21 Measuring distances, angles, and bolt spaces

You can measure distances, angles, and bolt spaces. The following measurement options are available:
The measuring options are:

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.
To measure distances, angles, and bolt spaces:
22 Project status visualization

Use the project status visualization tool to review the status of the objects in the model, in specific time frame, for example:
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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22.1 Adding planned erection dates

We add planned erection dates for assemblies. To add planned erection dates: 1. Activate the Select Assemblies switch.
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
22.2 Creating object status representation rules

Next we create several rules that aid in comparing the erection dates of the assemblies. The rules are:
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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.
To create the representation rules:
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.
Click OK to close the dialog box.
22.3 Using project status visualization

When you have defined the object representation settings, you can review the status of the assemblies on time scale. To review the status: 1. 2. 3. Close all the other views except the 3D view to make updates faster. Click Tools > Project Status Visualization to open the Project Status Visualization dialog box. Select suitable dates. Select a date that is just before the first planned erection date from the Review date list . Select the scale start and end dates. Select the Refresh view automatically check box Select Planned_erection_dates from the Object representation list.
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.
23.1 Creating a lot

1. 2. 3. 4. 5. 6. Click Tools > Lotting.... The Lotting dialog box opens. Click Properties.... The Lot Properties dialog box opens. Enter a name in the box at the bottom of the dialog box. Enter a lot number in the Number box. Enter the maximum weight of the lot in the Max weight box. Click Add. Tekla Structures creates an empty lot with the defined properties.
23.2 Adding parts to a lot

After you have created the needed lots, you must select each part of the model and assign them to a lot until the total load weight of the lot reaches the specified target. To add parts to a lot: 1. 2. Click Tools > Lotting.... The Lotting dialog box opens. Select an existing lot from the list. Tekla Structures highlights the parts included in the lot. The total weight of the lot and the number of assemblies it contains are displayed under Applied values. Hold down the Shift key and select the parts that you want to add to the lot. Always use the Shift key when adding parts to an existing lot. If you simply select parts, you will overwrite the contents of the lot. When you hold down Shift, you cannot select parts that already belong to another lot. 4. Click Apply selected. The weight and number of the added parts is displayed under Current values. Tekla Structures displays a warning message if the weight limit of the lot is exceeded. Click OK to close the dialog box. When you re-open the dialog box, the Applied values include the weight and number of the parts you added.
3.
5.
LESSON 3 Lotting
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23.3 Removing parts from a lot

1. 2. 3. 4. 5. Click Tools > Lotting.... The Lotting dialog box opens. Select an existing lot from the list. Tekla Structures highlights the parts included in the lot. Hold down the Ctrl key and select the parts you want to remove from the lot. Tekla Structures deselects the parts. Click Apply selected. Click OK to close the dialog box.
23.4 Deleting a lot

1. 2. 3. 4. Click Tools > Lotting.... The Lotting dialog box opens. Click Properties.... The Lot Properties dialog box opens. Select an existing lot from the list. Click Delete to delete the lot.
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LESSON 3 Lotting
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LESSON 3 Lotting
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LESSON 4
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.
24.1 Inserting a reference model

1. Click File > Insert Reference Model... or . The Reference Model Properties dialog box opens.
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.
24.2 Hiding a reference model

To hide a reference model: 1. 2. 3. Click File > Reference Model List... to open the Reference Models dialog box. Select a reference model from the list. Select Hidden from the list in the Visibility column.
24.3 Updating a reference model

You can update the reference models in your Tekla Structures model if there have been changes in the original reference models after you have imported them to Tekla Structures. To update all reference models: 1. 2. Click File > Reference Model List... to open the Reference Models dialog box. Click Reload All. Tekla Structures goes through all the reference models and regenerates the reference models that have a newer modified date.
24.4 Detecting changes in reference models

You can see the changes between an old and new reference model by using commands in the Reference Object Properties dialog box. You can detect changes in reference models that are of the following file formats:

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
67
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:
The new file:
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The Show option has been set to Changed in the Reference Object Properties dialog box:
24.5 Handling large reference models

These are some tips for speeding up large reference models:
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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69
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.
25.1 Searching drawings

1. Click Drawings & Reports > Drawing List.... The Drawing List dialog box opens. You can quickly find the drawings by using the text-based search by entering the desired criteria in the Enter search criteria box.
2.
Enter search criteria. You can limit the search:
by selecting an option from the Search in list by selecting the Search within the currently visible drawings check box.
25.2 Filtering Drawing List contents

LESSON 4 Drawings
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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To Display a predefined set of drawings
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 all drawings Invert the contents of the current list
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.
general arrangement drawings.
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.
Sort the list according to Column name
25.3 Opening a drawing

You can open drawings from the Drawing List. You can only have one drawing open at a time. Do any of the following:
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
71
25.4 Editing a drawing

You can edit a drawing, but you cannot save it. Editing may sometimes be helpful, for example, if you want to emphasize something in a printed drawing. Do any of the following:
To Add dimensions in the drawing
Do this Use the dimensioning commands on the toolbar.
Edit part properties
1. 2. 3.
Double-click the part. Edit the properties. Click Modify.
Change the color mode
Press B.
25.5 Printing a drawing

To print a drawing: 1. 2. 3. 4. In the Drawing List, double-click the drawing you want to print. Click Drawing File > Print Drawings... to open the Print Drawings dialog box. Select the printer you want to use. Click Print to print the drawing.
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.
26.1 Creating a screenshot

To create a high resolution screenshot of a rendered view: 1. 2. 3. 4. 5. Ensure that the view type is set to Rendered. Click Tools > Screenshot > Custom.... The Screenshot dialog box opens. To define which view to create the screenshot from, click Pick view and select a view. Under the Capture area, select Rendered view. Click Options.... The Screenshot options dialog box opens.
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).
26.2 Screenshot settings

Use the Screenshot dialog box to view and modify the screenshot settings. Option
View name View View without borders Rendered view
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.
Place on clipboard Print to file
The following screenshot options are only available in rendered views:
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.
White background Smooth lines Line width
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
27.1 Publishing a model as a web page

1. Click File > Publish as Web Page... to open the Publish as Web Page dialog box.
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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28 Tekla Structures Model Reviewer

Tekla Structures Model Reviewer is a free and improved tool based on the Tekla Structures Web Viewer. Model Reviewer includes excellent model navigation and mark up functionality. With it you can:
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.
28.1 Opening a model in Model Reviewer

To open a model in Model Reviewer: 1. 2. Click Windows Start > All Programs > Tekla Structures > Tekla Structures Model Reviewer. Browse for a published model file. Supported file formats are: .wmr, .xml, and .zsol.
When you save the model and the markups in Model Reviewer, the file is saved in .wmr format.
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LESSON 4 Tekla Structures Model Reviewer
75
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LESSON 4 Tekla Structures Model Reviewer
TEKLA STRUCTURES 16
LESSON 5
how to use Tekla Structures Help how to save your favorite Help topics
>
LESSON 5
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29 Using Tekla Structures Help

Tekla Structures Help is a detailed guide to Tekla Structures concepts, tools, commands, and features, with plenty of examples.
29.1 Opening Tekla Structures Help

To open Help, do one of the following:
Click Help > Tekla Structures Help. Press F1. If you have a dialog box open, pressing F1 takes you straight to the related topic.
29.2 Browsing Help topics by subject

Use the Contents tab to browse through Help topics using a hierarchical list of topics. To browse Help topics by subject: 1. 2. Go to the Contents tab. Click a Help topic to open it, or double-click a closed book icon to display the subtopics.
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.
29.3 Finding Help topics using the index

Use the Index tab to search for Help topics using an alphabetical list of keywords. To find a Help topic using the index: 1. 2. 3.
LESSON 5
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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29.4 Searching for Help topics

Use the Search tab to find Help topics based on search terms. You can refine your search using wildcard characters, search operators, nested search terms, and search filters. To search for a Help topic: 1. 2. 3. 4. Go to the Search tab. Enter the words to search for. Click List Topics to start the search. A list of results appears. Double-click a title to display that topic, or click a topic title and then click Display. If you want to find an exact phrase, or if the search term contains special characters, enclose the phrase in double quotation marks. For example, "bolt catalog" or "objects.inp".
Viewing the search results

To view and sort the search results, do any of the following:
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.
Using search filters

Use any of the following search filters to narrow or broaden your search results:
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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79
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.
Search titles only
To enable or disable a search filter, select or clear the corresponding check box on the Search tab.
29.5 Saving favorite Help topics

Use the Favorites tab to save Help topics that you might want to visit again. To add a topic to your list of favorites: 1. 2. 3. 4. Display the topic you want to save. Go to the Favorites tab. Optional: If you want to save the topic under a different name, enter a new name in the Current topic box, and then press Enter. Click Add.
LESSON 5
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Tekla Structures
Task Manager User Guide
Product version 16.0 December 2009

2010 Tekla Corporation
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.
Conventions used in this guide

Typographical conventions
The following typographical conventions are used in this guide:
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.
Italic bold Monospace
Noteboxes
The following types of noteboxes are used in this guide:
A tip might introduce a shortcut, or suggest alternative ways of doing things.
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.
TEKLA STRUCTURES 16
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
Task Manager user interface .................................................................. 11

3.1 3.2 3.3 Task list................................................................................................................................................. 11 Gantt chart ............................................................................................................................................ 11 Gantt chart symbols ......................................................................................................................... 12 How to run commands.......................................................................................................................... 13
Changing view settings .......................................................................... 15

4.1 4.2 4.3 4.4 4.5 4.6 4.7 Enlarging icons ..................................................................................................................................... 15 Showing and hiding task list items........................................................................................................ 15 Keeping Task Manager window on top................................................................................................. 16 Modifying Gantt chart appearance........................................................................................................ 16 Modifying Gantt chart timescale ........................................................................................................... 16 Modifying Gantt chart colors ................................................................................................................. 17 Modifying the appearance of dates and months................................................................................... 17
Creating and modifying tasks ................................................................ 19

5.1 5.2 5.3 5.4 Creating tasks....................................................................................................................................... 19 Creating subtasks ................................................................................................................................. 20 Creating milestones .............................................................................................................................. 20 Modifying tasks ..................................................................................................................................... 20 Modifying task properties ................................................................................................................. 21 Modifying task duration .................................................................................................................... 22 Modifying start date.......................................................................................................................... 23
TEKLA STRUCTURES 16
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
Linking tasks to the model ..................................................................... 29

6.1 6.2 6.3 6.4 Adding objects to tasks......................................................................................................................... 29 Removing objects from tasks................................................................................................................ 30 Copying objects to another task ........................................................................................................... 30 Linking tasks to user-defined attributes ................................................................................................ 30
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
Managing task dependencies................................................................. 37

8.1 8.2 8.3 8.4 Task dependencies............................................................................................................................... 37 Creating a dependency between tasks................................................................................................. 38 Modifying a dependency between tasks............................................................................................... 38 Removing a dependency between tasks .............................................................................................. 39
Managing scenarios ................................................................................ 41

9.1 9.2 Creating scenarios................................................................................................................................ 41 Removing scenarios ............................................................................................................................. 42
10 Customizing the calendar.......................................................................
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
TEKLA STRUCTURES 16
10.4 Importing a holiday file .......................................................................................................................... 44 10.5 Importing calendar information.............................................................................................................. 44
11 Visualizing project status .......................................................................
47
11.1 Example: Creating object groups.......................................................................................................... 47 11.2 Example: Creating object representation settings................................................................................. 48 11.3 Example: Visualizing the task schedule................................................................................................ 49
12 Importing and exporting tasks...............................................................
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
13 Printing task schedules ..........................................................................
55
13.1 Task information reports ....................................................................................................................... 55 13.2 Previewing a schedule before printing .................................................................................................. 55 13.3 Printing a schedule................................................................................................................................ 56
TEKLA STRUCTURES 16
Introduction to Task Manager
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.
TEKLA STRUCTURES 16 Introduction to Task Manager
TEKLA STRUCTURES 16 Introduction to Task Manager
Installing and running Task Manager
This section explains how to install and run Task Manager.
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.
2.2 Starting Task Manager

To start Task Manager: 1. 2. Start Tekla Structures with the Full or Construction Management configuration. On the Tools menu, click Task Manager...
2.3 Exiting Task Manager

To exit Task Manager:
TEKLA STRUCTURES 16 Installing and running Task Manager
Click
File > Close or the
button in the upper right corner.
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
TEKLA STRUCTURES 16 Installing and running Task Manager
Task Manager user interface
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)
3.1 Task list

The task list contains all the tasks included in the current Tekla Structures model and shows the properties of each task. If the task list is not visible in Task Manager, click
List. See also View > Task
Modifying task properties (p. 21) Modifying tasks (p. 20) Showing and hiding task list items (p. 15)
3.2 Gantt chart

The Gantt chart shows the timescale of the project. If the Gantt chart is not visible, click View > Gantt Chart.
TEKLA STRUCTURES 16 Task Manager user interface
11
See also
Gantt chart symbols (p. 12) Modifying Gantt chart appearance (p. 16)
Gantt chart symbols

The following symbols are used in the Gantt chart:
Symbol
Description Task that is not linked to any model object. Planned start and end dates.
More information Adding objects to tasks (p. 29)
Actual start and end dates.
Completeness of the task.
Summary task. Summary tasks can contain other summary tasks as subtasks. Dependency between tasks.
Creating subtasks (p. 20)
Task dependencies (p. 37)
Milestone. Locked task.
Creating milestones (p. 20) The task is marked as locked in the task list.
12
3.3 How to run commands

To run a command in Task Manager, do one of the following: Click the appropriate icon. If the icon contains more than one command, click the icon and then select a command from the pop-up menu that appears:
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.
Selecting multiple tasks (p. 26)
13
14
Changing view settings
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)
4.1 Enlarging icons

You can enlarge the icons in Task Manager by using the Large Icons option. To enlarge the icons: Click
View > Large Icons.
4.2 Showing and hiding task list items

You can define which task list items are visible. To show or hide task list items: 1. 2.
View > Task List Items. Click Click any of the task list items to show or hide them.
A check mark
See also
in front of the item indicates that the item is visible.
Task list (p. 11)
TEKLA STRUCTURES 16 Changing view settings
15
4.3 Keeping Task Manager window on top

You can have Task Manager always stay on top of other windows on the screen by using the Stay On Top option. To keep Task Manager on top of other windows: Click
View > Stay On Top.
4.4 Modifying Gantt chart appearance

To modify the appearance of the Gantt chart: 1. 2. Click
View > Gantt Chart Settings.
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.
Show or hide the planned start and end dates

See also
Gantt chart (p. 11) Gantt chart symbols (p. 12)
4.5 Modifying Gantt chart timescale

You can change the timescale in the Gantt chart and zoom to selected tasks. To modify the timescale of the Gantt chart, do one of the following:
Click Change the timescale of the Gantt chart and select the timescale setting. You have the following options: Days/Hours
Weeks/Days Months/Weeks Quarters/Months Years/Quarters
16
On the Gantt chart, hold down the right mouse button.
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
4.6 Modifying Gantt chart colors

You can change the colors of Gantt chart symbols for tasks linked to the model, tasks not linked to the model, and actual dates. To modify the colors of Gantt chart symbols: 1. 2. 3. 4.
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.
4.7 Modifying the appearance of dates and months

Task Manager shows the dates and months as defined in Windows regional and language settings. To change how dates and months are shown: 1. 2. 3.
See also
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 and modifying tasks
This section explains how to create, modify and remove tasks.

Contents
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)
5.1 Creating tasks

Each new task must have at least a name and a planned timeline. The task is usually linked to some model objects. You can also define other properties such as a task type, contractor responsible for the task, actual timeline for completing the task, and completeness percentage. To create a new task, do one of the following: In Tekla Structures, select one or more model objects, then right-click and select Task > Create Task from the pop-up menu. The task is automatically linked to the selected model objects. In Task Manager, click Create task. You can now link the task to one or more model objects.
If the task list already contains tasks, Task Manager uses the properties of the selected task as a basis when creating new tasks.
TEKLA STRUCTURES 16 Creating and modifying 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
5.2 Creating subtasks

To create a subtask: 1. 2. In the task list, select the task under which you want to create subtasks. Click
Create subtask.
5.3 Creating milestones

Milestones are specific reference points that can be used to show important events in the schedule. In Task Manager, a milestone is a task with zero duration. To create a milestone, do one of the following: In the Gantt chart, drag the task bar of a task to zero duration. Select a task in the task list. Right-click and select Task Information.... Then select the Mark task as milestone check box. The task bar turns into a diamond shape.
5.4 Modifying tasks

To modify an existing task: 1. 2. Select a task in the task list. Right-click and select Task Information... to display the current properties of the task. If you have selected multiple tasks, only the common properties are shown in the dialog box. The properties that have different values are shown as <Not equal>.
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
Modifying task properties

You can modify task properties in the Task Information dialog box. Some of the properties can also be modified directly in the task list. To modify task properties, do any of the following:
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
To Set the actual end date
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.
Define the workload
Show completess percent
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 locked
Select a task in the task list. Do one of the following:

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.
Select a task in the task list. Do one of the following:

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)
Modifying task duration

To modify the duration of a task, do one of the following: Place the mouse pointer over an edge of a bar in the Gantt chart. The mouse pointer changes into a double-ended arrow. Hold down the left mouse button, and then drag the edge to the right or left:
Select a task in the task list. Right-click and select Task Information.... Then modify the duration of the task.
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Modifying start date

To change the start date of a task, do one of the following: Place the mouse pointer over a task bar. The mouse pointer changes into an arrow cross. Hold down the left mouse button, and then drag the bar to the right or left:
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.
Modifying the list of task types

In the Task Types dialog box, you can create new task types, and rename and remove existing task types. You can also define a production rate for a task type. To modify the list of task types: 1. 2. 3. Select a task in the task list. Right-click and select Task Information... > Task Types.... Do any of the following:
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.
Export task types

See also
Linking tasks to user-defined attributes (p. 30)
23
Modifying the list of contractors

In the Contractors dialog box, you can add new contractors, and rename and remove existing contractors. To modify the list of contractors: 1. 2. 3. Select a task in the task list. Right-click and select Task Information... > Contractors.... Do any of the following:
To Add new contractors Change the name of a contractor Remove contractors
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.
Defining additional information for a task

You can define additional information for a task, such as links to web pages, relevant documents, project schedules, and contracts. To define additional information for a task: 1. 2. 3. Select a task in the task list. Right-click and select Task Information... > Additional Information. Optional: Add a link to the Related documents field. Click the Browse button, select the link to be added, and click Open. Then click Add on the Additional Information tab. To remove a link, select it in the Related documents field and click Remove. Optional: Write the information you want in the Additional information text field. Click Modify to apply the changes. Click OK to close the dialog box.
4. 5. 6.
See also
Modifying task properties (p. 21)
Managing dates of individual objects

You can manage the planned and actual dates separately for each object belonging to a task. Make sure that you have defined task types and linked them to user-defined attributes for planned and actual dates. To define planned and actual dates for individual objects: 1. 2. 3. Select a task in the task list. Select a task type in the Task Type list. Right-click the task and select Task Information... > Manage Dates of Individual Objects. The objects belonging to the selected task are shown in the dialog box. Select the date for an object in the Planned date or Actual date list. You can define both the planned and actual date, or only either of them. The information you define here is also shown when you open the properties of the object in Tekla Structures.
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.
Modifying task properties (p. 21)
Defining the order of objects in tasks

You can define and save the order in which objects are stored in tasks. To define the order of objects in a task: 1. 2. 3. Select a task in the task list. Right-click and select Task Information... > Manage Dates of Individual Objects. Define the order of objects belonging to the task in any of the following ways: a Drag the objects in the list manually to the desired order. b Click a column heading to sort the objects. c Select the objects in the list, click Select order from model, and in the model, click the objects in the desired order. You can use all of the above when defining the order within one task.
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.
Defining production rate for tasks

You can define a production rate for tasks. First, define a production rate for a task type and then assign the task type to a task. To define a production rate for a task: 1. 2. 3. 4. Select a task in the task list. Right-click and select Task Information... > Task Types.... Select a task type in the list. If the task list is empty, click Add to enter a new task type. Select a unit in the Unit column for calculating the production rate. The default unit is PIECES.
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
Modifying the list of task types (p. 23)
5.5 Saving tasks

Task Manager is part of the Tekla Structures product. When you save the model in Tekla Structures, the related tasks are automatically saved with the model. You cannot save tasks directly through the Task Manager user interface.
5.6 Removing tasks

To remove a task: 1. 2. 3.
See also
Select a task in the task list. Right-click and select Delete. Click Yes to confirm.
5.7 Selecting multiple tasks

To select multiple tasks at a time, do one of the following: Drag across the rows that you want to select.
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.
5.8 Arranging tasks

There are several ways to arrange tasks in Task Manager. You can change the order and hierarchy of tasks, and the sort order of columns. When you move a task, the related subtasks are also moved to the new location.
To Change the order of tasks
Do this Select a task and click

Move task up or
Move task down until the task is in the
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
To make a subtask, select a task and click

Increase indent.
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
Change the sort order of tasks
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.
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Linking tasks to the model
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)
6.1 Adding objects to tasks

To add objects to existing tasks: 1. 2. 3. Select a task in the task list. In Tekla Structures, select the objects you want to add. Do one of the following: In Tekla Structures, right-click and select Task > Add to Selected Task from the pop-up menu.

4.
In Task Manager, click
Objects in Task > Add Selected Objects.
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)
TEKLA STRUCTURES 16 Linking tasks to the model
29
6.2 Removing objects from tasks

To remove the selected objects from a task: 1. 2. 3. Select a task in the task list. Optional: In Tekla Structures, select the objects you want to remove. If you do not select any model objects, all objects are removed from the task. Do one of the following: In Tekla Structures, right-click and select Task > Remove from Selected Task from the pop-up menu.

4.
See also
In Task Manager, click
Objects in Task > Remove Selected Objects.
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)
6.3 Copying objects to another task

You can copy objects from one task to another in Task Manager. If you want to move objects completely from one task to another, you must manually remove the objects from the original task after copying. To copy objects to another task: 1. 2. 3. 4.
See also
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)
6.4 Linking tasks to user-defined attributes

User-defined attributes are used for connecting high-level schedules to lower-level schedules through task types. You can use the existing user-defined attributes to define the planned date and the actual date for the tasks. To do this, you need to link task types to certain user-defined attributes and assign a task type for each task. When you modify the schedule of a task in Task Manager, the value of the user-defined attribute of the related object is automatically changed. To link tasks to user-defined attributes:
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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
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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)
7.1 Highlighting a task

Tekla Structures contains a selection switch that can be used for highlighting tasks in the model. When you place the mouser pointer over a model object that belongs to a task, Tekla Structures highlights the task and the related subtasks. The green box shows the boundaries of the task.
To highlight a task in the model:
TEKLA STRUCTURES 16 Viewing tasks
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)
7.2 Viewing related tasks

The Show Related Task command selects all the tasks the model object belongs to in the task list. The tasks are highlighted but not selected in the model. To view the related tasks: 1. 2. 3. Ensure that the Select Tasks switch is not active. Select a model object. Right-click and select Task > Show Related Task from the pop-up menu. Task Manager highlights all the tasks the object belongs to in the task list.
See also
Highlighting a task (p. 33) Viewing related model objects (p. 34) Creating a view or selection filter for tasks (p. 35)
7.3 Viewing related model objects

You can view the model objects related to a certain task by using the Remove Other Selections command. The command highlights only the model objects that belong to the selected task in the task list. All other model objects are removed from the selection, even if they were previously selected. To view related model objects: 1. 2. Select a task in the task list. Click Objects in Task > Remove Other Selections. Task Manager highlights only the objects that belong to the selected task.
See also
Highlighting a task (p. 33) Viewing related tasks (p. 34) Creating a view or selection filter for tasks (p. 35)
7.4 Filtering visible tasks

You can filter tasks in Task Manager by status, contractor, task type, and end and start dates. The filter you select determines which tasks are visible in the task list. To filter tasks:
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1. 2. 3. 4.
Click Filter visible tasks. Select the filters you want to use. Click Filter. Click Show all to show all tasks.
7.5 Creating a view or selection filter for tasks

You can use the filtering functionality available in Tekla Structures to create view and selection filters for tasks. The filters are based on the object group functionality. The filters you create determine which objects are shown in the model and which objects can be selected.
Example
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.
Creating a view filter Creating a selection filter Object groups
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Managing task dependencies
This section explains how to create dependencies between tasks.

Contents
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)
8.1 Task dependencies

A task can be dependent on another task or a milestone. For example, you can define that Task1 must be completed five days before Task2 can be started. Tasks can be dependent on one another in four different ways:
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)
TEKLA STRUCTURES 16 Managing task dependencies
37
Removing a dependency between tasks (p. 39)
8.2 Creating a dependency between tasks

Use the Predecessors tab in the Task Information dialog box to create dependencies between tasks. You can create dependencies only for one task at a time. If more than one task is selected, the tab is not displayed. To create a dependency between tasks: 1. 2. 3. Select a task in the task list. Right-click and select Task Information... > Predecessors. Select the preceding task from the Task Name list. You cannot select the summary task of the current task, or a task that already has a dependency with the current task. Select a dependency type from the Type list. The options are: 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. Optional: To add a delay between the tasks, enter a value in the Lag list. Define the value on a scale of 1 to 100. The time unit of the delay is always Days. Click OK to save the changes. Alternatively, drag a task bar onto another task bar in the Gantt chart to create a basic Finish-to-Start dependency with no lag time.
4.
5. 6.
See also
8.3 Modifying a dependency between tasks

Use either the Predecessors tab in the Task Information dialog box or right-click a dependency in the Gantt chart to modify a dependency. You can modify dependencies only for one task at a time. If more than one task is selected, the tab is not displayed. To modify a dependency between tasks, do one of the following: Modify a dependency using the Task Information... dialog box. Select a task in the task list. Right-click and select Task Information... > Predecessors. Select the preceding task from the Task Name list. Select the dependency type from the Type list. Optional: To change the delay between the tasks, enter a new value (days) in the Lag list. Click Modify to apply the changes.
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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
8.4 Removing a dependency between tasks

To remove a dependency between tasks, do one of the following: Select a task in the task list. Right-click and select Task Information... > Predecessors. Select the task and click Remove. In the Gantt chart, right-click a dependency. In the pop-up menu that appears, select Delete.
See also
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40
Managing scenarios
Contents
This section explains how to create and remove scenarios in Task Manager.
Creating scenarios (p. 41) Removing scenarios (p. 42)
9.1 Creating scenarios

You can create different task scenarios for your purposes, for example, design, fabrication and erection schedules to help in project planning. You can also create separate weekly scenarios, for example, for easier project follow-up. To create a scenario: 1. 2. 3. Click Scenario. Click Add and enter a name for the new scenario. Click Open to modify the new scenario. The new scenario is created based on the existing scenario that you had selected in the Scenario list.
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)
TEKLA STRUCTURES 16 Managing scenarios
41
9.2 Removing scenarios

To remove a scenario: 1. 2. 3. 4.
See also
Click Scenario. Select the scenario you want to remove. Right-click and select Delete. In the dialog box that opens, click Yes to confirm.
Creating scenarios (p. 41)
42
TEKLA STRUCTURES 16 Managing scenarios
10
Customizing the calendar
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)
10.1 Non-working time

You can define non-working time, such as vacations and public holidays, in the Non-working Periods dialog box. Non-working time is taken into account when calculating task length in Task Manager. Weekends are non-working days by default. You can also define recurring nonworking days.
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)
10.2 Adding non-working time to the calendar

You can add non-working time to Task Manager calendar.
TEKLA STRUCTURES 16 Customizing the calendar
43
To add non-working time: 1. 2. 3. 4. 5. 6. 7.

See also
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)
10.3 Removing non-working time from the calendar

You can remove non-working time from Task Manager calendar. To remove non-working time: 1. 2. 3.
See also
Right-click on the Gantt chart and select Non-working Periods.... Select an item from the list. Click Remove.
Adding non-working time to the calendar (p. 43)
10.4 Importing a holiday file

You can import holiday files (.hol) from Microsoft Outlook. To import an Outlook holiday file: 1. 2. 3. 4. 5.
See also
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)
10.5 Importing calendar information

You can import a calendar to Task Manager, for example, from Microsoft Project. To import calendar information from Microsoft Project: 1. 2. 3. Click Scenario > Import.... Click Browse to locate the file to import. In the Open dialog box, browse for the import file, and then click Open.
44
4. 5.
See also
Select the Import calendar check box. The imported calendar information will overwrite the existing calendar information. Click OK.
Importing tasks (p. 51)
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11
Visualizing project status
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)
11.1 Example: Creating object groups

In this example, you will create object groups to define which tasks are shown in the model. The object groups created here are related to the Task Manager scenario currently in use. To create object groups: 1. 2. 3. In Tekla Structures, click View > Representation > Object representation.... Click Object group.... In the Object group - Representation dialog box, create an object group with the following settings:
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:
TEKLA STRUCTURES 16 Visualizing project status
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
11.2 Example: Creating object representation settings

In this example, you will create object representation settings to define how the tasks are shown in the model. To create object representation settings: 1. 2. 3. 4. 5. 6. In Tekla Structures, click View > Representation > Object representation.... In the Object Representation dialog box, click Add row to add a new row. In the Object group column, select the object group Completed from the list. In the Color column, select a color for the object group, for example White. In the Transparency column, select a transparency setting for the object group, for example Visible. Repeat steps 2 - 5 to define the color and transparency settings for the other object groups (Started, NotStarted, and All). For example, you can use the following settings:
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
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11.3 Example: Visualizing the task schedule

In this example, you will visualize the task schedule using the Project Status Visualization tool. To visualize the task schedule: 1. 2. 3.
See also
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
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12
Importing and exporting tasks
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)
12.1 Imported task information

You can import general building schedules from external project management software, for example Microsoft Office Project, and then make them more specific using Task Manager.
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
Importing tasks (p. 51) Exporting tasks (p. 52)
12.2 Importing tasks

You can import tasks to Task Manager from external project management software. To import tasks: 1. Click
Scenario > Import....
TEKLA STRUCTURES 16 Importing and exporting tasks
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
Imported task information (p. 51)
12.3 Exporting tasks

If the tasks contain only planned dates, they are exported as scheduled dates. If the tasks contain planned dates and actual dates, the planned dates are exported as baseline dates and the actual dates as scheduled dates. To export tasks: 1. 2. 3. Click Scenario > Export... In the Save As dialog box, browse for the export file and select it. Click Save.
12.4 Importing task types

In addition to importing tasks, you can import task types to Task Manager. To import task types: 1. 2. 3. 4. 5. Select a task in the task list. Right-click and select Task Information... > Task Types.... Click Import.... In the Import task types dialog box, browse for the import file, and then click Open. Select the import option: a Override task types using the same name replaces the existing task types that have the same task type name as the imported task types. b Append imported task types adds the imported task types at the end of the task type list. Click OK to close the dialog box.
6.
See also
52
12.5 Exporting task types

You can export task types from Task Manager to external project management software. To export task types: 1. 2. 3. 4. 5.
See also
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
Printing task schedules
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)
13.1 Task information reports

You can create reports from the task information in Task Manager and list various details about the tasks, such as task name, task type, planned and actual start and end dates, and task completeness. When you create a report, you can use the existing Task Manager template in the report template list in Drawings & Reports > Create Report.... You can customize the report for your needs by modifying the existing template or creating a new template in Template Editor.
See also
Creating a report Viewing a report Creating a template
13.2 Previewing a schedule before printing

You can use the Print Preview command to see what a task schedule will look like when it is printed. To preview a schedule: 1. 2. Click File > Print Preview.... Do any of the following:
TEKLA STRUCTURES 16 Printing task schedules
55
To Select how many pages to view at a time
Do this Click one of the Page Layout buttons:
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 Click Click .
Printing a schedule (p. 56)
13.3 Printing a schedule

You can print a schedule from Task Manager. To print a task schedule: 1. 2. 3.
See also
Click File > Print.... Optional: In the Page Setup dialog box, modify the printer settings. Click OK to print the schedule.
Previewing a schedule before printing (p. 55)
56
TEKLA STRUCTURES 16 Printing task schedules
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

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Tekla Structures

Training Manual Product version 16.0 February 2010

Starting Tekla Structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Opening a model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Moving around in the view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Numeric location coordinates................................................................................................................ 29 Using temporary reference points......................................................................................................... 30

12 Modifying the work area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

18 Representing objects in model views . . . . . . . . . . . . . . . . . . . . . 50

19 Checking the model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

21 Measuring distances, angles, and bolt spaces . . . . . . . . . . . . . . 57 22 Project status visualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

24 Reference models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66

28 Tekla Structures Model Reviewer . . . . . . . . . . . . . . . . . . . . . . . . 75

29 Using Tekla Structures Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Task Manager User Guide

Type Training manuals

English, French, German, Dutch, Italian, Spanish, Russian, Japanese, Chinese

Help > Tekla Structures Help

Videos and tutorials

First Steps with Tekla Structures Interactive Tutorial

Top New Features Videos

More videos and tutorials

Type Other support material

English, French, German, Japanese, Chinese

Starting Tekla Structures

LESSON 1 Opening a model

The Model name list contains the recently used models.

Click OK to open the model.

2.1 Model created in a previous version

You have two options:

LESSON 1 Opening a model

3.1 Saving a model with a different name

Moving around in the view

LESSON 1 Saving a model

5.1 View properties

The View Properties dialog box contains the following options:

View depth: Down

Visibility of object types

Visible object group

5.3 Creating a basic view

5.4 Creating a top view

view is at level +4500, enter 4500 in the box.

Click Create to create the top view.

To move a plane in a top view:

Click Yes. The plane moves.

5.5 Creating a grid view using two points

5.6 Creating a view using three points

The view is created.

5.7 Opening, closing, and deleting named views

Closing views Deleting views

5.8 Changing part representation in model views

Shaded wireframe (Ctrl + 2) Rendered (Ctrl + 4)

Creating plane views along grid lines

LESSON 1 Work area

LESSON 1 Creating plane views along grid lines

LESSON 1 Common buttons

LESSON 1 Common buttons

LESSON 1 Common buttons

9.1 Snap switches

9.2 Orthogonal snapping

9.3 Numeric snapping

9.4 Numeric location coordinates

You can enter Cartesian coordinates

Description The x, y, and z coordinates of a position separated by commas.