Using Process Designer
Define a part, create a project, add a job with a machine assignment, and define its operations.
Prerequisites: At least one machine exists in your organization.
Required permission: Engineering → Parts, Projects, and Jobs — User or above. Admins can change any part, project, or job; Managers and Users only the ones they created.
An Engineering Project documents the full manufacturing process for a part. It contains one or more Jobs, each representing a single machine setup. Each job contains Operations — the individual machining steps with assigned tool assemblies and cutting parameters.
In this tutorial you will create a demo part and its first project, then document the job and its operations by hand:
- Create a part with all technical documents attached.
- Create an empty engineering project, add a job, and add its operations.
Create a part
Section titled “Create a part”- In the sidebar, click Engineering → Parts → + Create.
- Enter the Part Number and Name (e.g., DEMO-001 and Demo Bracket).
- Optionally select a Material from the library and attach a drawing or 3D model.
- Click Create.
Create a project
Section titled “Create a project”- In the sidebar, click Engineering → Projects → + Create.
- Enter the project Name (e.g., Demo Bracket - Rev A).
- Enable Multiple jobs setup only if every job in this project runs on the same machine with different clampings or fixtures. Leave it off for this tutorial. (With it enabled, all jobs must use one machine; for jobs on different machines, leave it off.)
- Click Create.
Add a job
Section titled “Add a job”- Open the project, click the Process tab, and click + at the bottom of the job list.
- Enter the job Name (e.g., Op 10 - Milling).
- Select the Machine that will perform this job.
- Click Create.
The project now has one job. The job’s status is Draft — it is not visible to production yet. The next step is to add operations.
Add operations
Section titled “Add operations”An Operation is one machining step — for example, a face milling pass or a drilling cycle. Each operation is assigned a tool assembly from the library, a tool number, and an estimated cycle time.
Open the operations tab
Section titled “Open the operations tab”- Open the project and click into the job.
- Click the Operations tab.
Add an operation
Section titled “Add an operation”- Click + at the bottom of the operation list.
- Enter the operation Name or number (e.g., 10 - Face Mill or T01 Facing).
- Select the Tool Assembly from the searchable/filterable dropdown.
- Enter the Tool No.
- Enter the Est. Cycle Time in seconds — this is required.
- Click Create.
Add more operations
Section titled “Add more operations”Repeat the steps above for each operation in the job. Operations are ordered by their position in the list — drag to reorder.
Prefer to generate operations from an NC program instead? See Connect CAM Software or the Define Operations guide.
What to expect
Section titled “What to expect”Each operation appears as a row in the Operations tab with its tool assembly and tool number. The Tool List tab on the job automatically aggregates all unique tool assemblies across operations — this is what drives the setup sheet and pick list.
Release a Setup Sheet — review the job and release it so production can see the instructions and prepare tools.