Project release and approval

Prerequisites: A job with at least one operation and tool assembly assigned.
Required permission: Engineering → Jobs — User or above (Engineering → Projects to release and approve a project). Admins can release and approve any job; Managers and Users only the jobs they created, so a reviewer approving someone else’s job needs Admin.

A Setup Sheet is the shopfloor instruction document generated for a job. It contains the operation sequence, tool assemblies, tool numbers, NC program references, and the tools list with storage locations. Getting a job onto the shopfloor is a two-step process: Release locks the job and submits it for review, then Approve publishes its tool assemblies and syncs the referenced products to inventory.

Review before releasing

Before releasing, verify:

• All operations have a tool assembly, tool number, and cycle time assigned
• The job’s machine is correct
• NC program references are attached if your shop requires them

Open the job and check the Operations tab for any operations flagged with warnings.

Release the job

1. Open the job.
2. Click the Release button in the bottom toolbar.
3. Tooling Metrics runs a pre-release check. If any required fields are missing, a list of issues appears — resolve them and try again.
4. On successful release, the job status changes to Released, and the job, its operations, NC programs, and tool assemblies are locked from further editing (the same effect as manually applying Lock).

Release does not publish the job’s tool assemblies or sync products to inventory — that only happens at the next step, Approve. If you need to make further changes first, click Mark as Draft to send the job back to Draft status.

Approve the job

A released job is submitted for an engineering manager to review and approve.

1. Open the job.
2. Click the Approve button in the bottom toolbar.
3. On success, the job status changes to Approved. This triggers every tool assembly referenced by the job’s operations to move to Released status, and every product referenced by those tool assemblies to sync to an inventory Item (created automatically if it doesn’t already exist).

Mark as Released reverses the job’s status back to Released, but it does not undo the tool assembly release or product sync — those effects are permanent once Approve has run.

View the setup sheet

1. Open the job and click Setup Sheet in the bottom toolbar. Setup sheets have no menu entry of their own; the sheet is generated on demand and opens as a PDF in a new tab. It is available at any status.
2. The setup sheet shows: part details, job and machine information, operation table with tool assemblies, and the tools list with BOM — forecast and on-hand item quantities plus the current location of physical tools.
3. Print or download the PDF from your browser for the shopfloor.

For the full status flow — including Mark as Draft, Mark as Released, and Lock/Unlock — see the Jobs Reference.

Next

Next, set up your warehouse with the Inventory series, then stock it with the Purchasing series. Once stock is in the warehouse, the shopfloor prepares tools with the Production series.

Related articles

• Using Process Designer
• Using Autodesk Fusion
• How the engineering workflow works