Tekla Structures

Task Manager User Guide

Product version 15.0

February 2009
2009 Tekla Corporation

 2009 Tekla Corporation and its licensors. All rights reserved.

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Contents
Preface ...............................................................................................................7
Audience ............................................................................................................................................................. 7
Additional help resources .................................................................................................................................... 7
Conventions used in this guide ........................................................................................................................... 8
Related guides .................................................................................................................................................... 9

1
2

Introduction to Task Manager ................................................................ 11

Installing and running Task Manager .................................................... 13
2.1

Installation............................................................................................................................................. 13

2.2

Starting Task Manager ......................................................................................................................... 13

2.3

Exiting Task Manager ........................................................................................................................... 14

Task Manager user interface .................................................................. 15

3.1

Task list................................................................................................................................................. 15

3.2

Gantt chart ............................................................................................................................................ 16

Gantt chart symbols ......................................................................................................................... 16

3.3

How to run commands.......................................................................................................................... 17

Changing view settings .......................................................................... 19

4.1

Enlarging the icons ............................................................................................................................... 19

4.2

Hiding a task list item............................................................................................................................ 19

4.3

Keeping Task Manager window on top................................................................................................. 20

4.4

Modifying the appearance of the Gantt chart........................................................................................ 20

4.5

Modifying the appearance of dates and months................................................................................... 20

Creating and modifying tasks ................................................................ 23

5.1

Creating a task...................................................................................................................................... 23

5.2

Creating a subtask................................................................................................................................ 24

5.3

Creating a milestone............................................................................................................................. 24

5.4

Modifying a task.................................................................................................................................... 25
Modifying task properties ................................................................................................................. 25
TEKLA STRUCTURES 15

Modifying task duration ....................................................................................................................

Changing the start date ....................................................................................................................
Modifying the list of task types .........................................................................................................
Modifying the list of contractors........................................................................................................
Defining additional information for a task .........................................................................................
Managing the dates of individual objects .........................................................................................

26
27
27
27
28
28

5.5

Saving a task......................................................................................................................................... 29

5.6

Removing a task ................................................................................................................................... 29

5.7

Selecting multiple tasks......................................................................................................................... 29

5.8

Arranging tasks ..................................................................................................................................... 29

Linking tasks to the model ..................................................................... 31

6.1

Linking a model object to a task............................................................................................................ 31

6.2

Adding objects to a task........................................................................................................................ 32

6.3

Removing objects from a task............................................................................................................... 32

6.4

Copying objects to another task............................................................................................................ 32

6.5

Linking tasks to user-defined attributes................................................................................................. 33

Viewing tasks........................................................................................... 35
7.1

Highlighting a task................................................................................................................................. 35

7.2

Viewing related tasks ............................................................................................................................ 36

7.3

Viewing related model objects .............................................................................................................. 36

7.4

Filtering visible tasks............................................................................................................................. 37

7.5

Creating a view or selection filter for tasks............................................................................................ 37

Managing task dependencies ................................................................ 39

8.1

Task dependencies............................................................................................................................... 39

8.2

Creating a dependency between tasks................................................................................................. 40

8.3

Modifying a dependency between tasks ............................................................................................... 40

8.4

Removing a dependency between tasks .............................................................................................. 41

Managing task scenarios........................................................................ 43

9.1

Creating alternative task scenarios ....................................................................................................... 43

9.2

Removing task scenarios...................................................................................................................... 44

10 Customizing the calendar.......................................................................

45

10.1 Non-working time .................................................................................................................................. 45

10.2 Adding non-working time to the calendar.............................................................................................. 46

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10.3 Removing a non-working day from the calendar .................................................................................. 46

10.4 Importing a holiday file.......................................................................................................................... 46
10.5 Importing calendar information ............................................................................................................. 46

11 Visualizing project status .......................................................................

49

11.1 Example: Creating object groups.......................................................................................................... 49

11.2 Example: Creating object representation settings ................................................................................ 50
11.3 Example: Visualizing the task schedule................................................................................................ 51

12 Importing and exporting tasks ...............................................................

53

12.1 Imported task information ..................................................................................................................... 53

12.2 Importing tasks ..................................................................................................................................... 53
12.3 Exporting tasks ..................................................................................................................................... 54

13 Printing task schedules ..........................................................................

55

13.1 Previewing a schedule before printing.................................................................................................. 55

13.2 Printing a schedule ............................................................................................................................... 56

TEKLA STRUCTURES 15

TEKLA STRUCTURES 15

Preface

Tekla Structures includes complete documentation in an accessible help system. Our online
help is a detailed guide to Tekla Structures concepts, tools, commands, and features, with
plenty of examples. The documentation is also available in PDF format.
Topics in the Preface are:

Audience (p. 7)
Additional help resources (p. 7)
Conventions used in this guide (p. 8)
Related guides (p. 9)

Audience
This guide is aimed at structural engineers, detailers and designers who model, analyze, and
design concrete and steel structures.
We assume that you are familiar with the processes of structural engineering.

Additional help resources

The following resources also provide information about Tekla Structures:
Web site

http://www.tekla.com

E-mail

Contact your local helpdesk via e-mail:

Area office

E-mail address

China

TeklaStructures.Support.CHI@Tekla.com

Finland

TeklaStructures.Support.FI@Tekla.com

TEKLA STRUCTURES 15

Area office

E-mail address

France

TeklaStructures.Support.FR@Tekla.com

Germany

TeklaStructures.Support.GER@Tekla.com

India

TeklaStructures.Support.IN@Tekla.com

Japan

TeklaStructures.Support.JPN@Tekla.com

Malaysia

TeklaStructures.Support.MY@Tekla.com

Middle East

TeklaStructures.Support.ME@Tekla.com

Sweden

TeklaStructures.Support.SWE@Tekla.com

UK

TeklaStructures.Support.UK@Tekla.com

US

TeklaStructures.Support.US@Tekla.com

If you believe you have discovered a problem with this software, please report it to your Tekla
Structures Reseller using the maintenance request form provided at Help > Tekla on the
Web > Maintenance request....
Please send any comments or suggestions about Tekla Structures documentation to
BetC_Documentation@tekla.com.
Tekla Extranet

Anyone with a current maintenance contract can use Tekla Extranet. Register now to get free
access to our online discussion forums, hints & tips, software downloads, tutorials, and more.
To register, go to https://extranet.tekla.com. You can also access Tekla Extranet from Tekla
Structures by clicking Help > Online Support > Tekla Extranet.

Conventions used in this guide

Typefaces

We use different typefaces for different items in this guide. In most cases the meaning is
obvious from the context. If you are not sure what a certain typeface represents, you can check
it here.

Convention

Usage

Bold

Bold indicates the names of keyboard keys.

Bold is also used for general emphasis in text.

Arial bold

Any text that you see in the user interface appears in Arial bold.
Items such as window and dialog box titles, field and button names,
combo box options, and list box items are displayed in this typeface.

Italic bold

New terms are in italic bold when they appear in the current context
for the first time.

Monospace

Extracts of Tekla Structuress program code, HTML, or other

material that you would normally edit in a text editor, appears in
monospaced font.
Filenames and folder paths appear in monospace.
Also all the text you enter yourself appears in monospaced font.

Noteboxes

We use several types of noteboxes, marked by different icons. Their functions are shown
below:

TEKLA STRUCTURES 15

A tip might introduce a shortcut, or suggest alternative ways of doing

things. A tip never contains information that is absolutely necessary.

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.
You are never required to understand this kind of information.

Related guides
Tekla Structures includes a comprehensive help system in a series of online books. You will
also receive a printed installation guide with your Tekla Structures installation DVD.

Modeling Manual
How to create a physical model.

Analysis Manual
How to create loads and run structural analysis.

Detailing Manual
How to create reinforcement, connections, and details.

Drawing Manual
How to create and edit drawings.

System Manual
Covers advanced features and how to maintain the Tekla Structures environment.

Task Manager User Guide

How to create, store, and manage scheduled tasks, and link the tasks to their corresponding
model objects. This guide is available in English on the Tekla Extranet.

TplEd Users Guide

TEKLA STRUCTURES 15

How to create and edit report and drawing templates.

SymEd Users Guide

How to use the SymEd graphical interface to manipulate symbols.

Installation Troubleshooting Guide

Printed booklet explaining how to install Tekla Structures.

10

TEKLA STRUCTURES 15

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 15
Introduction to Task Manager

11

12

TEKLA STRUCTURES 15
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. 13)

Starting Task Manager (p. 13)
Exiting Task Manager (p. 14)

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.

Start Tekla Structures with the Full or Construction Management configuration.

2.

On the Tools menu, click Task Manager...

TEKLA STRUCTURES 15
Installing and running Task Manager

13

2.3 Exiting Task Manager

To exit Task Manager:

Click File > Close.

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.

14

TEKLA STRUCTURES 15
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. 15)

Gantt chart (p. 16)
How to run commands (p. 17)

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, click View > Task List.

See also

Modifying task properties (p. 25)

Modifying a task (p. 25)
Hiding a task list item (p. 19)

TEKLA STRUCTURES 15
Task Manager user interface

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.

See also

Gantt chart symbols (p. 16)

Modifying the appearance of the Gantt chart (p. 20)

Gantt chart symbols

The following symbols are used in the Gantt chart:

Symbol

Description

More information

A task that is not linked to any

model object.

Linking a model object to a

task (p. 31)

The planned start and end dates.

The actual start and end dates.

The status of the task.

16

TEKLA STRUCTURES 15
Task Manager user interface

A summary task. Summary tasks

can contain other summary tasks
as subtasks.

Creating a subtask (p. 24)

A dependency between tasks.

Task dependencies (p. 39)

A milestone.

Creating a milestone (p. 24)

Symbol

Description

More information

The task is locked.

The task changes its color to gray
when it is locked.

3.3 How to run commands

To run a command, do one of the following:

See also

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:

Click a menu title and then select a command.

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. 29)

TEKLA STRUCTURES 15
Task Manager user interface

17

18

TEKLA STRUCTURES 15
Task Manager user interface

Changing view settings

This section explains how to change some general view settings in Task Manager.
Contents

Enlarging the icons (p. 19)

Hiding a task list item (p. 19)
Keeping Task Manager window on top (p. 20)
Modifying the appearance of the Gantt chart (p. 20)
Modifying the appearance of dates and months (p. 20)

4.1 Enlarging the icons

You can enlarge the icons on your screen by using the Large Icons option.
To enlarge the icons:

Click View > Large Icons. A check mark

switched on.

in front of the option indicates that it is

4.2 Hiding a task list item

You can hide some of the task list items if you do not want them to be visible.
To show or hide task list items:
1.

Click View > Task List Items.

2.

Click any of the task list items to switch them on or off.

A check mark

See also

in front of the item indicates that the item is visible.

Task list (p. 15)

TEKLA STRUCTURES 15
Changing view settings

19

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 the appearance of the Gantt chart

To modify the appearance of the Gantt chart:
1.

Click View > Gantt Chart Settings.

2.

Click any of the options to switch them on or off. A check mark

option indicates that it is visible.

To

Do this

Show or hide the name of the

contractor assigned to the task

Click Contractors.

Show or hide non-working days

Click Non-Working Days .

Show or hide the actual start and end

dates.

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.

Show or hide the planned start and end

dates

Click Planned Dates.

Change the timescale of the Gantt

chart

Select a timescale setting from the Zoom to list

box. You have the following options:

See also

in front of the

Days/Hours
Weeks/Days
Months/Weeks
Quarters/Months
Years/Quarters

Gantt chart (p. 16)

Gantt chart symbols (p. 16)

4.5 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:

20

TEKLA STRUCTURES 15
Changing view settings

See also

1.

Click Start > Control Panel.

2.

Go to Regional and Language options and change the format to what you want to use.

3.

Click OK.

Task list (p. 15)

Gantt chart (p. 16)
Modifying the appearance of the Gantt chart (p. 20)

TEKLA STRUCTURES 15
Changing view settings

21

22

TEKLA STRUCTURES 15
Changing view settings

Creating and modifying

tasks

This section explains how to create, modify and remove tasks.

Contents

Creating a task (p. 23)

Creating a subtask (p. 24)
Creating a milestone (p. 24)
Modifying a task (p. 25)
Saving a task (p. 29)
Selecting multiple tasks (p. 29)
Removing a task (p. 29)
Arranging tasks (p. 29)

5.1 Creating a task

Each new task must have at least a name and a planned timeline, and it is usually linked to
some model objects. You can also define other properties such as a contractor responsible for
the task, an actual timeline for completing the task, and a completeness percentage.
To create a new task, do one of the following:

In Tekla Structures, select one or more model objects, and 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 New > Task.

If you want, 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 15
Creating and modifying tasks

23

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 the 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 a task (p. 25)

Linking a model object to a task (p. 31)
Importing and exporting tasks (p. 53)
Selecting objects in the Modeling Manual

5.2 Creating a subtask

To create a subtask:
1.

In the task list, select the task under which you want to create subtasks.

2.

Click New > Subtask.

3.

To have Task Manager adjust the duration of the summary task automatically according
to the subtasks, click Edit > Adjust Summary Tasks Automatically.

The Adjust Summary Tasks Automatically option may slow down the
functioning of Task Manager when working with large projects that
consist of deeply indented task structures.

5.3 Creating a milestone

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, click Edit > Task Information..., and then select the Mark task as
milestone check box.
The task bar turns into a diamond

24

TEKLA STRUCTURES 15
Creating and modifying tasks

shape.

5.4 Modifying a task

To modify an existing task:
1.

In the task list, select the task you want to modify.

2.

Click Edit > 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 differ are shown as "<Not equal>".

3.

Modify the properties. For more information on the options, see Modifying task
properties (p. 25).

4.

Click Modify to apply the changes.

5.

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 box.
To modify a date field, click the field and start typing. A list box
appears. Click the down arrow
calendar that appears.

and select a date from the pop-up

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

Selecting multiple tasks (p. 29)

Modifying task properties

You can modify the 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

Do this

Name a task

Click the Name field, and then type a name.

Select a task type

Click the Task Type list box and select a task type.

Modify a task type

Click the Task Types... button to open the Task Types

dialog box.

Select a contractor

Click the Contractor list box and select a contractor.

Define a contractor

Click the Contractors... button to open the Contractors

dialog box.

TEKLA STRUCTURES 15
Creating and modifying tasks

25

To

Do this

Mark a task as a milestone

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

Click the down arrow in the Planned Start Date list box
and select a date in the pop-up calendar.

Set the planned end date

Click the down arrow in the Planned End Date list box
and select a date in the pop-up calendar.

Set the actual start date

Click the down arrow in the Actual Start Date list box and
select a date in the pop-up calendar.

Mark today as actual start

date

Select the task in the task list and click Mark as Started.

Set the actual end date

Click the down arrow in the Actual End Date list box 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

Select the task in the task list and click Mark as

Completed.

Show the workload in

relation to duration

Select the Relation to duration check box.

Define the workload

Click the Workload field, and then enter the value in hours
either by typing them or using the arrows in the field.

The workload is calculated based on the planned duration

and the available working hours (by default 7.5 hours per
day).

Note that changing the workload value changes the planned

end date of the task.
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%.

See also

Modifying the list of task types (p. 27)

Modifying the list of contractors (p. 27)
Creating a milestone (p. 24)

Modifying task duration

To modify the duration of a task, do one of the following:

26

Place the mouse pointer over an edge of the bar. 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, click Edit > Task Information..., and then modify the duration of the task.

TEKLA STRUCTURES 15
Creating and modifying tasks

Changing the 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, click Edit > Task Information..., and then modify the start date.

To change the start date of a summary task, click Edit > Start Date for Summary Task...
and then modify the start date.
Task Manager changes the start date of the summary task and the related subtasks.

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 use your existing user-defined attributes to define the planned date and the actual date
for the tasks.
To modify the list of task types:
1.

Click Edit > Task Types....

2.

Do any of the following:

To

Do this

Add a new task type

Click Add.

Change the name of a task type

Select a task type, click Rename, and then type a

new name.

Remove a task type

Select a task type and then click Remove.

Link a task type to a certain userdefined attribute

Select a task type and then select a user-defined

attribute from the list box.

Close the list of task types

Apply the changes

See also

Click Close or the Close button

right corner of the dialog box.

in the upper-

Click Modify, and then OK to confirm.

Linking tasks to user-defined attributes (p. 33)

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.

Click Manage > Contractors...

TEKLA STRUCTURES 15
Creating and modifying tasks

27

2.

Do any of the following:

To

Do this

Add a new contractor

Click Add.

Change the name of a contractor

Select a contractor, click Rename, and then type a

new name.

Remove a contractor

Select a contractor and then click Remove.

Close the list of contractors

Apply the changes

Click Close, or click the Close button

upper-right corner of the dialog box.

in the

Click Modify, and then OK to confirm.

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.

In the task list, select a task.

2.

Click Edit > Task Information..., and go to the Additional Information tab.

3.

Optional: Add a link to the Add new link field and click Add.
To remove a link, select it in the Related documents field and click Remove.

See also

4.

Optional: Write the information you want in the Additional information text field.

5.

Click Modify to apply the changes.

6.

Click OK to close the dialog box.

Modifying task properties (p. 25)

Managing the 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.

In the task list, select a task.

2.

Click the Task Type list box of the task, then click the down arrow and select a task type
in the list that appears.

3.

Click Edit > Task Information..., and go to the Manage Dates of Individual Objects
tab.
The objects belonging to the selected task are shown in the dialog box.

4.

Click the Planned date or Actual date list box of an object, then click the down arrow
and select a date from the pop-up calendar that appears.
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.

28

TEKLA STRUCTURES 15
Creating and modifying tasks

If you link an object to a user-defined attribute, you are recommended to

keep the object within one task 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 task scenarios the object belongs to.

See also

5.

Click Modify to apply the changes.

6.

Click OK to close the dialog box.

Modifying task properties (p. 25)

5.5 Saving a task

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 a task

To remove a task:

See also

1.

In the task list, select the task you want to remove.

2.

Click Delete.

3.

Click Yes to confirm.

Selecting multiple tasks (p. 29)

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.

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, also the related
subtasks are moved to the new location.

TEKLA STRUCTURES 15
Creating and modifying tasks

29

After changing the sort order, you cannot automatically revert to the
previous sort order.

To

Do this

Change the order of tasks

Select a task and then click Move task up

or

until the task is in the

Move task down

location you want.

Place the tasks in a hierarchical order

To make a summary task, select a task and then

click Decrease indent

To make a subtask, select a task and then click

Increase indent

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, existing tasks are
always sorted in alphabetical order.

30

Save the sort order of tasks

Click Order of Tasks and then select Save

Current Order.

Revert to the saved sort order of tasks

Click Order of Tasks and then select Return to

Saved Order.

TEKLA STRUCTURES 15
Creating and modifying tasks

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

Linking a model object to a task (p. 31)

Adding objects to a task (p. 32)
Removing objects from a task (p. 32)
Copying objects to another task (p. 32)
Linking tasks to user-defined attributes (p. 33)

6.1 Linking a model object to a task

To link a model object to a task:
1.

In the task list, select the task you want to link.

2.

In Tekla Structures, select the objects you want to link to the task.

3.

Do one of the following:

In Tekla Structures, right-click and select Task > Add to Selected Task from the
pop-up menu.

In Task Manager, click Objects in Task > Add Selected Objects.

As a result, Task Manager changes the color of the task bar and selects the Linked to
Model check box:

See also

Adding objects to a task (p. 32)

Removing objects from a task (p. 32)
Copying objects to another task (p. 32)

TEKLA STRUCTURES 15
Linking tasks to the model

31

6.2 Adding objects to a task

To add objects to an existing task:
1.

In the task list, select the task you want to add objects to.

2.

In Tekla Structures, select the objects you want to add.

3.

Do one of the following:

4.
See also

In Tekla Structures, right-click and select Task > Add to Selected Task from the
pop-up menu.

In Task Manager, click Objects in Task > 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.

Removing objects from a task (p. 32)

Copying objects to another task (p. 32)

6.3 Removing objects from a task

To remove the selected objects from a task:
1.

In the task list, click the task from which you want to remove objects.

2.

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.

3.

4.
See also

Do one of the following:

In Tekla Structures, right-click and select Task > Remove from Selected Tasks
from the pop-up menu.

In Task Manager, click Objects in Task > Remove Selected Objects.

In Task Manager, click Edit > Task Information..., and go to the Manage Dates of
Individual Objects tab. 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 a task (p. 32)

Copying objects to another task (p. 32)

6.4 Copying objects to another task

You can copy objects to another task in Task Manager. If you want to transfer 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.

32

TEKLA STRUCTURES 15
Linking tasks to the model

In the task list, select a task.

Click Objects in Task > Lock Selected Objects.

All objects linked to the task become locked and selected.

3.
4.
See also

Select the task you want to copy the objects to.

Click Objects in Task > Add Selected Objects.

Adding objects to a task (p. 32)

Removing objects from a task (p. 32)

6.5 Linking tasks to user-defined attributes

You can use your existing user-defined attributes to define the planned date and the actual date
for the tasks.
The user-defined attributes are used for connecting high-level schedules to lower-level
schedules through task types. You can define a task type for each task, and then link each task
type to a certain user-defined attribute. 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
too.
For information on the user-defined attributes and the objects.inp file in which they are
defined, see Adding properties in the Tekla Structures online help.
To link tasks to user-defined attributes:

See also

1.

In Task Manager, click Manage > Task Types... or Edit > Task Types....

2.

In the Task Types dialog box, select an appropriate user-defined attribute from the list
box for each task type.

3.

Click Modify to apply change changes.

4.

Click OK to close the dialog box.

Modifying the list of task types (p. 27)

Managing the dates of individual objects (p. 28)

TEKLA STRUCTURES 15
Linking tasks to the model

33

34

TEKLA STRUCTURES 15
Linking tasks to the model

Viewing tasks

This section explains the different methods you can use to view, highlight, and filter tasks.
Contents

Highlighting a task (p. 35)

Viewing related tasks (p. 36)
Viewing related model objects (p. 36)
Creating a view or selection filter for tasks (p. 37)
Filtering visible tasks (p. 37)

7.1 Highlighting a task

Tekla Structures contains a special 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 represents the bounding
box of the task:

To highlight a task in the model:

TEKLA STRUCTURES 15
Viewing tasks

35

See also

1.

In Tekla Structures, click

to activate the Select Tasks switch.

2.

Place the mouse pointer over a model object. If the object belongs to a task, Tekla
Structures highlights the task.

Viewing related tasks (p. 36)

Viewing related model objects (p. 36)
Creating a view or selection filter for tasks (p. 37)

7.2 Viewing related tasks

The Show Related Task command selects all the tasks that the model object is part of in the
task list. The tasks are highlighted but not selected in the model.
To view the related tasks:
1.

Ensure that the Select Tasks switch is not active.

2.

Select a model object.

3.

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. 35)

Viewing related model objects (p. 36)
Creating a view or selection filter for tasks (p. 37)

7.3 Viewing related model objects

You can view related model objects 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.

In the task list, select a task.

2.

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. 35)

Viewing related tasks (p. 36)
Creating a view or selection filter for tasks (p. 37)

36

TEKLA STRUCTURES 15
Viewing tasks

7.4 Filtering visible tasks

You can filter the visible tasks in Task Manager by status, contractor, task type, and end and
start dates. The filter you select determines which tasks are shown in the task list.
To filter visible tasks:
1.

Click

under the File menu.

2.

Select the filters you want to use.

3.

Click Filter.

4.

Click Show all to show all tasks.

5.

Click

to close the Filter visible task window.

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 from the current selected scenario in Task Manager are
used for filtering.

To create a selection filter for tasks that have a specific start date and task type:
1.
2.
3.
4.
5.

In Tekla Structures, click Edit > Selection Filter....

Click Add row.
Fill in the planned start date, for example 15.01.2009.
Fill in the task type, for example Fabrication.
Enter the filters name next to the Save as button, and click Save as.

TEKLA STRUCTURES 15
Viewing tasks

37

See also

Creating a view filter in the Modeling Manual

Creating a selection filter in the Modeling Manual
Object groups in the Modeling Manual

38

TEKLA STRUCTURES 15
Viewing tasks

Managing task
dependencies

This section explains how to create dependencies between tasks.

Contents

Task dependencies (p. 39)

Creating a dependency between tasks (p. 40)
Modifying a dependency between tasks (p. 40)
Removing a dependency between tasks (p. 41)

8.1 Task dependencies

A task can be dependent on another task or 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 of another task, Task Manager asks you either to remove
the dependency or to not move the task.
See also

Creating a dependency between tasks (p. 40)

Modifying a dependency between tasks (p. 40)

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Managing task dependencies

39

Removing a dependency between tasks (p. 41)

8.2 Creating a dependency between tasks

Use the Predecessors tab 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.

In the task list, select a task.

2.

Click Edit > Task Information..., and go to the Predecessors tab.

3.

Select the preceding task from the Task Name list box.
You cannot select the summary task of the current task, or a task that already has a
dependency with the current task.

4.

Select a dependency type from the Type list box. 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.
5.

Optional: To add a delay between the tasks, enter a value in the Lag list box.
Define the value on a scale of 1 to 100. The time unit of the delay is always Days.

6.

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.

See also

Task dependencies (p. 39)

8.3 Modifying a dependency between tasks

Use either the Predecessors tab 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:

40

TEKLA STRUCTURES 15
Managing task dependencies

Modify a dependency using the Task information dialog box.

a
In the task list, select a task.
a

Click Edit > Task information..., and go to the Predecessors tab.

Select the preceding task from the Task Name list box.

Select the dependency type from the Type list box.

Optional: To change the delay between the tasks, enter a new value (days) in the
Lag list box.

Click Modify to apply the changes and OK to close the dialog box.

Modify a dependency using the Gantt chart.

a
In the Gantt chart, right-click a dependency.
a

In the pop-up menu that appears, select the dependency type.

Optional: Change the lag value (days) and with the Enter key.
The changed dependency is immediately visible in the Gantt chart.

See also

Task dependencies (p. 39)

8.4 Removing a dependency between tasks

To remove a dependency between tasks, do one of the following:

In the task list, select a task.

a
Click Edit > Task information..., and go to the Predecessors tab.
b

See also

Select the task and click Delete.

In the Gantt chart, right-click a dependency.

a
In the pop-up menu that appears, select Delete.

Task dependencies (p. 39)

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Managing task dependencies

41

42

TEKLA STRUCTURES 15
Managing task dependencies

Managing task scenarios

This section explains how to create and remove alternative task scenarios in Task Manager.
Contents

Creating alternative task scenarios (p. 43)

Removing task scenarios (p. 44)

9.1 Creating alternative task scenarios

You can create alternative task scenarios for your purposes, for example, for different 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 an alternative task scenario:
1.

Click Manage > Task scenarios....

2.

Click Add and give a name to the new scenario.

3.

Click Open to modify the new scenario.

The new scenario is created based on the scenario that you selected in the Task
scenarios dialog box.

To move between the different scenarios, click Manage> Task

scenarios..., and select the scenario you want to view or modify.

If you link an object to a user-defined attribute, you are recommended to

keep the object within one task 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 task scenarios the object belongs to
See also

Removing task scenarios (p. 44)

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Managing task scenarios

43

Managing the dates of individual objects (p. 28)

9.2 Removing task scenarios

To remove a task scenario:

See also

44

1.

Click Manage > Task scenarios....

2.

Select the scenario you want to remove.

3.

Click Remove.

Creating alternative task scenarios (p. 43)

TEKLA STRUCTURES 15
Managing task 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. 45)

Adding non-working time to the calendar (p. 46)
Removing a non-working day from the calendar (p. 46)
Importing a holiday file (p. 46)
Importing calendar information (p. 46)

10.1 Non-working time

You can define non-working days, 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
non-working 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. 46)

Removing a non-working day from the calendar (p. 46)
Importing a holiday file (p. 46)

TEKLA STRUCTURES 15
Customizing the calendar

45

10.2 Adding non-working time to the calendar

To add non-working time to the calendar:

See also

1.

Click Edit > Non-working Periods...

2.

Click Add...

3.

In the Name field, type a descriptive name for the non-working time.

4.

Enter the start and end dates.

5.

Set the recurrence frequency. You have the following options: Non-Recurring, Weekly,
and Yearly.

6.

If the non-working time is recurring, set the recurrence range.

7.

Click OK.

Removing a non-working day from the calendar (p. 46)

Importing a holiday file (p. 46)

10.3 Removing a non-working day from the calendar

To remove a non-working day or period from the calendar:

See also

1.

Click Edit > Non-working Periods...

2.

Select an item from the list.

3.

Click Remove.

Adding non-working time to the calendar (p. 46)

10.4 Importing a holiday file

You can import holiday files (.hol) from Microsoft Outlook.
To import an Outlook holiday file:

See also

1.

Click Edit > Non-working Periods...

2.

Click Import Holidays...

3.

Browse for the holiday file.

4.

Select your country from the list box.

5.

Click OK.

Non-working time (p. 45)

Removing a non-working day from the calendar (p. 46)

10.5 Importing calendar information

To import calendar information from Microsoft Project:

46

TEKLA STRUCTURES 15
Customizing the calendar

1.

Click File > Import Tasks....

2.

Click Browse to search for the file to import.

3.

In the Open dialog box, browse to the import file, and then click Open.

4.

Select the Do you want to import also the calendar? check box.
The imported calendar information will overwrite the existing calendar information.

5.
See also

Click OK.

Importing tasks (p. 53)

TEKLA STRUCTURES 15
Customizing the calendar

47

48

TEKLA STRUCTURES 15
Customizing the calendar

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. 49)

Example: Creating object representation settings (p. 50)
Example: Visualizing the task schedule (p. 51)

11.1 Example: Creating object groups

In this example, you will create object groups to define which tasks are shown in the model.
Note that the object groups created here are related to the Task Manager scenario currently in
use.
To create object groups:
1.

In Tekla Structures, click View > Representation > Object representation....

2.

Click Object group....

3.

In the Object group - Representation dialog box, create an object group with the
following settings:

4.

Enter a name for the group, for example Completed. Type the name in the field next
to the Save as button, and then click Save as.

5.

Repeat steps 3 - 4 to create an object group called Started. Use the following
settings:

TEKLA STRUCTURES 15
Visualizing project status

49

See also

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.

When you have created all the required object groups, click Close.

Object groups in the Modeling Manual

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.

In Tekla Structures, click View > Representation > Object representation....

2.

In the Object Representation dialog box, click Add row to add a new row.

3.

In the Object group column, select the object group Completed from the list box.

4.

In the Color column, select a color for the object group, for example White.

5.

In the Transparency column, select a transparency setting for the object group, for
example Visible.

6.

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.

Enter a name for the object representation settings, for example Tasks, and then click
Save as.

See also

50

Object representation settings in the Modeling Manual

TEKLA STRUCTURES 15
Visualizing project status

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:

See also

1.

In Tekla Structures, click Tools > Project Status Visualization....

2.

Select Tasks from the Object representation list box.

3.

Click the step buttons to change the Review date and to view the changes in the model.

Visualizing project status in the Modeling Manual

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Visualizing project status

51

52

TEKLA STRUCTURES 15
Visualizing project status

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. 53)

Importing tasks (p. 53)
Exporting tasks (p. 54)

12.1 Imported task information

You can import general building schedules from external project management software, such
as Microsoft Office Project, and then make them more specific using Task Manager.

If the imported task has baseline dates defined, these dates are imported
to Task Manager as planned dates. If baseline dates are not defined,
scheduled dates are imported to planned dates.

See also

Importing tasks (p. 53)

Exporting tasks (p. 54)

12.2 Importing tasks

To import tasks:
1.

Click File > Import Tasks....

2.

Click Browse to search for the file to import.

3.

In the Open dialog box, browse to the import file (.xml), and then click Open.

4.

Select what you want to do with the existing tasks:

TEKLA STRUCTURES 15
Importing and exporting tasks

53

Select Override if you want to override the existing task information in Task
Manager with the imported task information.
To override only selected task properties, click More, and select the Override
only selected below task properties box. Select the properties you want, and
then click OK.

Select Append if you want to add the information in the imported task at the end
of a project scenario in Task Manager.

5.

Optional: Select the Do you want to import also the calendar? check box, if you also
want to import the calendar information from Microsoft Project to the Gantt chart.

6.

Click OK.

As a result, Task Manager selects the Imported check box of the task:

Imported tasks are marked as 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. 53)

12.3 Exporting tasks

If the schedule contains only Planned Dates, they are exported as baseline dates. If the schedule
contains also Actual Dates, both Actual Dates and Planned Dates are exported as scheduled
dates.
To export tasks:

54

1.

Click File > Export...

2.

In the Save As dialog box, type a name for the export file, and then click Save.

TEKLA STRUCTURES 15
Importing and exporting tasks

13

Printing task schedules

This section explains how to print task schedules which include both the task list and the Gantt
chart.
Contents

Previewing a schedule before printing (p. 55)

Printing a schedule (p. 56)

13.1 Previewing a schedule before printing

You can use the Print Preview command to see what the schedule will look like when it is
printed.
To preview a schedule:
1.

Click File > Print Preview....

2.

Do any of the following:

To

Do this

Select how many pages you want to

view at a time

Click one of the Page Layout buttons:

If the task list is very long, it will be 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)

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Printing task schedules

55

13.2 Printing a schedule

To print a task schedule:

See also

56

1.

Click File > Print....

2.

Optional: In the Page Setup or Preferences dialog box, modify the printer settings.

3.

Click OK to print the schedule.

Previewing a schedule before printing (p. 55)

TEKLA STRUCTURES 15
Printing task schedules

Index
a

adding
days to calendar.................................................... 46
objects to task ....................................................... 32
additional information ................................................... 28
adjusting summary tasks.............................................. 24
alternative task scenarios............................................. 43
arranging tasks............................................................. 29

Gantt chart....................................................................16
showing and hiding items ......................................20
symbols .................................................................16

c
commands.................................................................... 17
contractors..............................................................25, 27
copying objects to another task.................................... 32

d
date fields ..................................................................... 25
dependencies ............................................................... 41
dependencies between tasks .................................39, 40

e
end dates...................................................................... 25
enlarging the icons ....................................................... 19
exiting Task Manager ................................................... 14
exporting tasks ............................................................. 54

f
filtering tasks ................................................................ 37

h
hiding
Gantt chart items ...................................................20
task list items.........................................................19
hierarchy of tasks .........................................................29
highlighting tasks ..........................................................35
holiday files...................................................................46

i
importing
calendar.................................................................46
holiday files............................................................46
non-working time ...................................................53
schedules ..............................................................53
tasks ............................................................... 11, 53
indentation ....................................................................29
installing Task Manager................................................13

l
lag time .........................................................................40
language settings .........................................................20
linking
model objects to task.............................................31
tasks to user-defined attributes .............................33
locking objects ..............................................................32

m
managing dates ............................................................28
TEKLA STRUCTURES 15

57

managing individual objects..........................................28

mark complete ..............................................................25
mark started..................................................................25
milestones.............................................................. 24, 25
model objects
adding to task ........................................................32
copying to another task .........................................32
linking to task.........................................................31
removing from task ................................................32
modifying
appearance of dates and months ..........................20
date fields ..............................................................25
dependencies ........................................................40
task duration ..........................................................26
task properties .......................................................25

n
non-working time ...................................... 20, 45, 46, 53

o
object groups ................................................................49
object representation settings.......................................50
organizing tasks............................................................29

p
percent completed ........................................................25
predecessors ................................................................39
printing schedules.........................................................56
project status visualization............................................51

r
reference points ............................................................24
regional settings............................................................20
removing
days from calendar ................................................46
dependencies ........................................................41
objects from task ...................................................32
task scenarios........................................................44
tasks ......................................................................29
unrelated objects ...................................................36

s
58

TEKLA STRUCTURES 15

saving tasks ..................................................................29

scenarios.......................................................................43
schedules......................................................................11
exporting ................................................................54
importing ................................................................53
previewing..............................................................55
printing ...................................................................56
visualizing ..............................................................51
selecting
commands .............................................................17
tasks ......................................................................29
selection switch...................................................... 35, 36
sort order.......................................................................29
start dates .............................................................. 25, 27
starting Task Manager ..................................................13
subtasks........................................................................24
symbols.........................................................................16

t
task information.............................................................28
task list ..........................................................................15
showing and hiding items ......................................19
task scenarios ........................................................ 43, 44
task types......................................................................27
tasks..............................................................................11
arranging................................................................29
changing the order.................................................29
creating ..................................................................23
dependencies ................................................. 39, 40
exporting ................................................................54
filtering ...................................................................37
hierarchy ................................................................29
highlighting.............................................................35
importing ................................................................53
linking to model object .................................... 23, 31
modifying task duration..........................................26
modifying the properties ........................................25
organizing ..............................................................29
printing ...................................................................56
removing ................................................................29
saving ....................................................................29
selecting.................................................................29
sort order ...............................................................29
subtasks.................................................................24
viewing related tasks .............................................36
workload ................................................................45
timescale................................................................ 16, 20
transferring objects to another task...............................32

u
user-defined attributes............................................27, 33

viewing
related model objects ............................................36
related tasks ..........................................................36
visualizing project status...............................................51

view settings
large icons............................................................. 19
stay on top............................................................. 20

workload ................................................................ 25, 45

TEKLA STRUCTURES 15

59