Key Dashboards
Related: Production Report Job Management
How do I view all materials for a project?
Open the Project Materials Dashboard. Enter the project number. Group by job number to review BOMs across multiple jobs, or group by material class/code to see total quantities needed for purchasing. Use summary functions for quantity tracking.
How do I check material demand for a job?
In the Project Materials Dashboard, filter to the specific job. Review BOM quantities, check Fixed QTY status, and compare against the material transmittal approval status. For Rhino-level BOM data, use the Drafting Toolkit job BOM lookup.
How do I check current inventory levels?
Use Epicor’s Part Transaction History or Quantity Adjustment views to check on-hand inventory for a specific part number. For a project-wide view, the Project Materials Dashboard shows demand vs. availability context. Coordinate with the PM for purchasing decisions.
Submittal Dashboard
Purpose: Homepage for Fabrication Engineers (FEs). 1 This is your assignment homepage when you receive a new scope of work. 2
Features:
- Displays submittal and post-submittal work not yet released to PE.
- Filters jobs by engineer name.
- Tracks hours booked to jobs.
- Handles group submittals.
- Pulls in PE start dates and submittal status.
Best Practice: 1 Start each day by checking the Submittal Dashboard:
- Filter to your name
- Sort by PE start date
- Verify list matches expectations
- Check for missing assignments
- Verify hours estimates
Note: Must be launched from the CW site, but includes assignments from both sites.
Project Materials Dashboard
Purpose: View all materials for all jobs on a project in one place. 3
Use Cases:
- Engineer Review: Group by job number to review BOMs for multiple jobs simultaneously.
- PM Purchasing: Group by material class and code to see total quantity needed across all jobs.
Features:
- Project-wide material view
- Group and filter capabilities
- Summary functions for quantity tracking
Rhino integration: The material schedule and approval context that PMs maintain in Epicor and related processes feed the Drafting Toolkit in Rhino for job BOM and general requirements / schedule publish workflows. Use the Drafting Toolkit to keep drawing layouts aligned with Epicor; see also Material Transmittal / project materials practice on this dashboard.
Scheduling Dashboards
Purpose: Manage job scheduling and ship dates. 1
Available Dashboards:
- Global Production Report: Read-only, all open jobs from both sites. Used for scheduling meetings.
- Submittal Dashboard: Feeds Microsoft Project files for weekly schedule reviews.
Usage:
- Update job scheduling due to ship date changes.
- Manage job schedules across projects.
- Coordinate with PMs and Engineers on conflicts.
See Also
- Engineering Assistant Workflow - Job scheduling details