Epicor Usage in Engineering
Central system for managing project data, workflows, and production readiness.
Related Documents: Time Entry FE Workflow Approvals Process
How do I import and set up my Epicor layout?
In Epicor, navigate to your home screen. Right-click the card area → Import Layout to load a shared layout file from the Engineering Team folder. Arrange cards by dragging/dropping. Site-specific cards (labeled CW or DF) only work in their corresponding site — see Multi-Site Operations.
How do I personalize dashboard columns?
Right-click any column header → Personalize. Add, remove, or reorder columns. Save personalization so it persists across sessions. Common additions: PE Start Date, Submittal Status, Hours Booked, Fixed QTY status.
Overview
Epicor integrates with tools like Rhino and Toggl to streamline operations from design to release.
Key Functions:
- Centralized Data: Stores part numbers, materials, job statuses.
- Workflow Integration: Supports BOM creation, naming, and job release.
- Rhino: Fabrication engineers use the Drafting Toolkit in Rhino for read-only Epicor lookups (parts, job BOMs, material schedules) and for publishing that data onto drawing layouts—see that page for how dashboards and transmittal data connect.
Multi-Site Configuration
Epicor operates with multiple sites (CWK and Digifab Shop). 1
- Site Selection: Click your user icon in the bottom left → Company → Select site (CWK or Digifab Shop)
- Important: After switching sites, refresh the page to ensure cards display correctly
- Site-Specific Cards: Cards labeled with (CW) or (DF) only work in their corresponding site
- Global Cards: Cards without site labels work from either site but display site-specific data
Topic Index
- Dashboards - Submittal, Project Materials, and Scheduling dashboards
- Drafting Toolkit (Rhino) - Epicor part/BOM/schedule readout and layout publish from Rhino
- Production Report - Using the Production Report for status updates
- Part Management - Creating and managing parts (GM, WC, Custom)
- Job Management - Job entry, release checklists, and responsibilities
- Multi-Site Operations - CWK/DFW site switching, site-specific behavior, time entry
- Inventory Jobs (INV) - Project inventory job process, takeoff purchasing, and audit report
- Troubleshooting - Common issues and solutions
Quick Links
- My Assignments: Submittal Dashboard
- Rhino / layouts: Drafting Toolkit
- Status Updates: Production Report
- New Parts: Part Management
- Takeoff Audit: Inventory Jobs