PE Release Preparation

Related: Takeoffs

FE to PE Release (checklist and procedure)

Use this page as a prep outline; the authoritative pre-release requirements and step-by-step SOP live on FE to PE Release.

Material Checks

• Confirm all materials, hardware, and vendor work are ordered and received.
• Before release, BOM lines, Fixed QTY, takeoffs, and part masters must match the model—see FE to PE Release — checklist (BOM/ERP) and Epicor Job Management.

Picking Up Redlines

• Apply architect redlines to shop drawings.
• Final set becomes “For Record” sent back to architect.

Finalizing Shop Drawings

• Ensure completeness: materials, hardware, sizes, build strategy, SCs.
• Follow Rhino Drafting standards.
• Submit for approval using the Approvals Process.
• Approval prerequisites (PA, client submittal) are listed in FE to PE Release — checklist.

Creating PE File

• Clean release file: no clutter, invalid blocks, or empty layers—see Rhino geometry and hygiene on the FE→PE page.

Released in Epicor

• Confirm job release, SC upload (UD40 / UD37 for CMG), and job-level fields per FE to PE Release before notifying the team.

Notify PE Team

• Post release in CO Production Eng chat.
• Include links to all relevant files.
• Use the FE→PE form and PM tag as described in Communication and handoff meeting.

Next Steps

• See FE to PE Release for the full checklist and release procedure
• Or check Troubleshooting if you encounter issues

See Also

• Approvals Process - Submitting for PA approval
• Rhino Drafting Standards - Drawing conventions
• Epicor Interaction - Release procedures