Create an engineering project

Prerequisites: At least one part exists in your organization. Tool assemblies and cutting data are set up in the Library.

Required permission: Engineering → Parts, Projects, and Jobs — User or above. Admins can change and approve any project; Managers and Users only the parts, projects, and jobs they created.

Create a part

1. In the sidebar, click Engineering → Parts.
2. Click + Create.
3. Enter the Part Number and Name. Optionally, assign a Material and attach a drawing or 3D model.
4. Click Create.

Create a project

1. In the sidebar, click Engineering → Projects.
2. Click + Create.
3. Enter the project Name.
4. Enable Multiple jobs setup only if all jobs in the project run on the same machine (several clampings on one machine). See Document a Multiple-Setup CAM Project.
5. Click Create.

Add a job

1. Open the project and click the Process tab, then click + at the bottom of the job list.
2. Enter the job Name, select the Machine, and select the Part.
3. Click Create.

Add operations

1. Open the job, click the Operations tab, and click + at the bottom of the operation list.
2. Select the Tool Assembly for this operation.
3. Enter the Tool No. and the Est. Cycle Time (in seconds) — both are required.
4. Click Create.

Release the project for purchasing

1. Return to the project detail view.
2. Click Release on the bottom toolbar.

Release locks the project for engineering-manager approval and does not sync anything to inventory. See the full status flow in the Projects Reference.

1. Once reviewed, click Approve on the bottom toolbar.

Approve is the step that syncs the project’s tool assembly products to inventory Items, creating any items not yet in inventory. The purchasing team can then run the Inventory Scheduler to generate purchase requests.

Related articles

• Create and manage jobs
• Define operations manually
• Document an engineering process
• Import a CAM project
• Renumber tools for NC output