Quick Reference: Tools
Task-oriented index for tool and system procedures. Each link goes directly to the relevant how-to section.
Workstation & Software Setup
| # | Task | Page |
|---|---|---|
| A1 | Install Rhino 8 and transfer settings from Rhino 7 | Onboarding Quick Start |
| A2 | Install required Rhino plugins via Package Manager | Onboarding Quick Start |
| A3 | Set up Synapse for the Engineering Toolkit | Onboarding Quick Start |
| A4 | Import the department’s custom display modes | Onboarding Quick Start |
| A5 | Install the Gotham font family | Onboarding Quick Start |
| A6 | Set up Bluebeam release stamps | Onboarding Quick Start |
| A7 | Configure Rhino backup and autosave settings for Box | Onboarding Quick Start |
| A8 | Install the Approvals app in Microsoft Teams | Approvals Process |
| A9 | Set up Toggl for CWK time tracking | Time Entry |
Time Tracking
| # | Task | Page |
|---|---|---|
| K91 | Clock into a job using Office MES | Time Entry |
| K92 | Set up a Toggl time entry | Time Entry |
| K93 | Export Toggl time and upload to Epicor | Time Entry |
| K94 | Do a bulk time upload for the week | Time Entry |
| K95 | Record rework time | Time Entry |
Epicor Navigation & Administration
| # | Task | Page |
|---|---|---|
| M103 | Import the engineering-specific Epicor home layout | Epicor Usage |
| M104 | View all materials across a project | Epicor Dashboards |
| M105 | Check material demand (where is a part BOM’d?) | Epicor Dashboards |
| M106 | Check on-hand inventory for a material | Epicor Dashboards |
| M107 | Personalize column displays in an Epicor dashboard | Epicor Usage |
| M108 | Batch-edit the Material Transmittal Log via Excel | Material Transmittal Log |
| M109 | Add a part to the project inventory job | Inventory Jobs (INV) |
| M110 | Read the Takeoff Audit Report | Inventory Jobs (INV) |
| M111 | Handle a quantity change on the inventory job | Inventory Jobs (INV) |