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Phases and lots to tasks

Last updated September 28, 2016 by Steel Extensions tekla.extensions-steel@trimble.com

Software version: 
Not version-specific
Environment: 
Not environment-specific

Phases and lots to tasks

Contents

 

Purpose and description
System requirements
Installing Phases and lots to tasks
Using Phases and lots to tasks
Application properties
Application buttons
Additional information
 

Purpose and description

Use Phases and lots to tasks component to create tasks from phases, from lots and tasks from phase with child tasks by lots. The assemblies in the phase or lot are also added to the tasks.

System requirements

Tekla Structures version: Not version specific
Environments: All

Installing Phases and lots to tasks

To install the extension:

  1. Download the Phases and lots to tasks installer package from Tekla Warehouse. For more information see Downloading an application from Tekla Warehouse.
  2. Install the file package.

Using Phases and lots to tasks

To use the application:

  1. Open a Tekla model that has GA drawings already created.
  2. Click the Applications & components button  in the side pane to open the Applications & components cataloguser interface for displaying or modifying information in categorized lists

    For example, profile catalog and shape catalog are catalogs.

    .
  3. Search for Phases and lots to tasks and then double-click to open it.
  4. The Phases and lots to tasks dialog window will open.

  1. Select a taskin the task manager, a representation of a piece of work that needs to be carried out in order to complete a project

    option from the Create task option field and then select a scenarioview in the task manager which includes the tasks chosen and the task information defined by the user for a certain purpose

    In different scenarios users can define alternative workflows by adding different tasks or dependencies between the tasks.

    A scenario may include the tasks belonging to an entire project or a certain project phase, such as design, fabrication, or erection. In addition, a scenario may be related to certain deliverables, such as footings, a frame, or an HVAC (heating, ventilating, and air-conditioning) system.

    from the Scenario List.
  2. If no appropriate scenario is available then a scenario must be created.
    • Type the scenario name in the Scenario Name field.
    • Click the Create scenario button.
    • The chosen name will appear in the Scenario List field.
  3. Click the Add to selected scenario buttn.

Application options

Property Description
Add to selected scenario Adds tasks from Phase/Lots in the existing scenario.
  • Select the scenario that you want to add tasks from one of the Create task options.
  • Select the desired option.
  • Click the Add to selected scenario button.
Create scenario Creates an empty scenario.
Refresh Refreshes the Scenario List without closing the Phases And Lots To Tasks application.
Close/Cancel Close button it is used to close the Phases And Lots To Tasks application.
Cancel button it is used to cancel the adding tasks to an existing scenario.

Application properties

  1. New task from phase


    1. From the Create task options field, select the New tasks from phase.
    2. Select the desired scenario from  the Scenario List.
    3. Click the Add to selected scenario button.
    4. After the tasks were added to the desired scenario, the following message will appear: The tasks were successful add to the Scenario.
    5. If  no appropriate scenario is available then a scenario must be created (see Using Phases And Lots To Tasks paragraph).

To check that the tasks were added to the desired scenario:

  • Click Tools -> Task Managertool that enables the linking of temporal data to a model

    The task manager can be used to create, save, and manage tasks that are used to create a schedule.

    Model objects can be added to the tasks. Organizer categories can be used to select the model objects that will be added to the tasks.

    and the Task Manager dialog box appears.
  • Click the Scenario button and the Scenario dialog box appears.

  1. Click the scenario created (eg. Scenario 1) and then click Open.

Note: Task names are created from phase numbernumeric value that indicates a phase

For example, it is possible to create reports, to filter and lock model objects, and to copy model objects from other models, according to their phase number.

New model objects are given the current phase number.

and phase namedescription that indicates a phase

.

  1. New task from lots


    1. From the Create task options field select the New tasks from lots.
    2. Select the desired scenario from the Scenario List.
    3. Click the Add to selected scenario button.
    4. After the tasks were added to the desired scenario, the following message will appear: The tasks were successful add to the Scenario.
    5. If  no appropriate scenario is available then a scenario must be created (see Using Phases And Lots To Tasks paragraph).

To check that the tasks were added to the desired scenario:

  • Click Tools -> Task Manager and the Task Manager dialog box appears.
  • Click the Scenario button and the Scenario dialog box appears.


  1. Click the scenario created (eg. Scenario 2) and then click Open.


Note: Task names are created from lot numbernumerical value that indicates a lot

and lot name. The assemblies which don’t belong to a lot are placed into a Task named "undefined lot".

  1. New tasks from phase, with child tasks by lots


    1. From the Create task options field select the New tasks from phase, with child tasks by lots.
    2. Select the desired scenario from the Scenario List.
    3. Click the Add to selected scenario button.
    4. After the tasks were added to the desired scenario, the following message will appear: The tasks were successful add to the Scenario.
    5. If  no appropriate scenario is available then a scenario must be created (see Using Phases And Lots To Tasks paragraph).

To check that the tasks were added to the desired scenario:

  • Click Tools -> Task Manager and the Task Manager dialog box appears.
  • Click the Scenario button and the Scenario dialog box appears.



Additional information

  • This tool can only be used with Full and Construction Management configuration.

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