Tekla Structures system setup general guidelines / checklist

Here is one general level checklist or guidelines that you can go over to help setup the company environment. Note that not all these points are important for every company and on the other hand there is always something to improve. Usually, at the beginning companies use some external expert help to get started and setup the most important. Later, when then they see all the benefits, at some moment they will hire or train their own BIM manager. Bigger companies or concerns normally have evan a whole development team.

  • Optimize Tekla Structure licenses usage
  • Choose most suitable environment to use and import useful/missing template and settings from other environments (e.g., US, UK, Finland…)
  • Tekla Firm Folder structure
    (Attributes, Bitmaps, CustomComponents, DrawingTXT, Extensions, Macros, MasterDrawingCatalog, MenuRibbon, Organizer, Profiles, TemplateDrawings, TemplateModel, TemplateReports)
  • user.ini and firm.ini
    (Set company default folder paths and model-/drawing advanced option settings)
  • objects.inp
    (Define company UDA-s to use. E.g., for project, concrete and steel part, cast unit element, assembly element, bolt, welds, rebar, grids, references, single part drawing, assembly drawing, cast unit drawing, general arrangement drawing, multi-drawing)
  • Autosave interval and file location setup (+ separate models backup system)
  • Common modeling rules/system
    (E.g., for precast- and cast in place concrete, reinforcement, steel parts and –assemblies, embeds and other materials. Define names, prefixes, starting numbers, classes…)
  • Drawing markings- and naming rules
  • Folders and files naming rules
  • Coworking, model sharing and communication (e.g., questions and answers) rules
  • Managing changes, revisions and statuses
  • Document your systems for partners, subcontractors, and future new employees
  • Company template model
    • Model presaved settings and keyboard shortcuts
    • Reference models/drawings folders structure
    • MEP & HVAC hole reservation system
    • A&D, MIS, and ERP software links
    • IFC export settings and additional property sets
    • DWG export settings
    • Printing & PDF settings
    • Reorganized ribbon with company tab and shortcuts
    • Reorganized Applications & components catalog with recommended components
    • Company created custom components, macros, extensions, external applications
    • Gather all most used extensions and custom components to one place. Everyone could easily install them if needed.
    • Modeling components presaved settings
    • AutoConnections and Detailing Manager presaved settings
    • Working with cast in place pours settings
    • Catalogs
      (Material, profile, reinforcing bar shape, bolt, shape, item)
    • List of elements (e.g., hollow core profiles + cutting rules) or embeds to use (e.g., lifting systems)
    • Company most used typical connections catalog
    • Transportation, lifting, elements limits (max dimensions, weights)
    • View filters
    • Selection filters
    • Object representation filters
    • Organizer object Browser templates
    • Organizer categories
    • Create needed report (Excel and HTML) templates and organize them into folders
    • Numbering settings for different stages and purposes
    • General arrangement drawing templates (drawing level) with needed info, tables, and paper layouts
    • Single part drawing templates (drawing level) with needed info, tables, and paper layouts
    • Assembly drawing templates (drawing level) with needed info, tables, and paper layouts
    • Cast Unit drawing templates (drawing level) with needed info, tables, and paper layouts
    • View level settings for all kind of different drawings and view types
      (Filters, neighbor part filters, part settings, part mark settings, reinforcement settings, reinforcement mark settings, dimensioning settings…)
    • Drawing templates to Master Drawing Catalog
    • Create most used .txt template notes
    • Create most used 2D library symbols and details