Job Management
Job Entry
Purpose: Manage and release jobs.
Top-level release checklist (Epicor):
- Field Dimensions Received
- Shop Drawings Approved
- BOM Complete
Fabrication Engineers must also satisfy the full FE to PE Release checklist before marking Released and submitting the FE→PE form.
Special Jobs:
- Engineering Bucket Jobs
- Solid Wood Component (WC) Jobs
Responsibilities
BOM Management
- Create BOM for materials and hardware.
- Assign Related Operation (Rel Opr.) for each line so materials roll up correctly.
- Use Rhino Toolkit for Auto-BOM.
- Review BOM quantities before finalizing. Post-release BOM line additions must be flagged with Added Mtl per process.
- Engineering Complete: Check per material line once quantities and part numbers are verified (see FE to PE Release).
- Fixed QTY: Verify for each material except where CMG rules differ; see FE→PE checklist.
Material & Hardware Ordering
- Confirm items ordered/received before release.
- Use “Purchase Direct” flag for PMs — except for INV-class materials (SG, SS, SL, IM), where a BPM blocks Purchase Direct on manufacturing jobs. These materials are purchased via the project’s Inventory Job.
- Important: Do not release jobs until materials are confirmed.
Job Status Updates
- Ensure Engineering Complete is set appropriately on BOM lines.
- Update submittal statuses (Submittal Status, Submitted Date, PA Approved as applicable).
- Set Fabrication Engineer on the job (may display as Production Team on Job Entry) before release.
- Release jobs and notify PE.
Shipping components upload
- UD40: Shipping Components — Kinetic workbench for most jobs.
- UD37: Use for CMG jobs instead of UD40 (see Glossary).
Time Entry
For procedure details, see Time Entry. 1
Multi-Site Time Entry:
- Must be done per site.
- Minimum requirement: 2 bulk entries per week (1 Colorado, 1 New York).
- When uploading: upload one site, switch sites, then upload the other.