✅ Fabritec – Create a New Project Module#
These FAQs are structured to teach new users the complete workflow of building a project in Fabritec, including Projects → Buildings → Phases → Revisions → BOM → Production Release.
How to Create a New Project in Fabritec?
Creating a new project in Fabritec is the starting point for the entire production workflow. Every building, phase, revision, BOM, production release, tracking, QC, and shipping activity will connect back to this project.
This step must be done carefully to ensure accurate reporting, tracking, and Client Dashboard visibility.Below is the full workflow from start to finish.
✅ 1. Go to the Projects Module#
Main Menu → Projects → Add ProjectThis opens the “Create New Project” form.
You must fill the three fundamental identifiers:• Project Number (Required)#
A unique reference used across:
• Project Name#
A readable name describing the job.
Example: “Airport Expansion – Steel Structure”
• Customer Name#
Select an existing customer or create a new one.
This name appears on:
✅ 3. Save the Project#
After completing the basic details, click Save.
The project is now created but still empty.
Next, you must define its structure.
✅ 4. Add Buildings to the Project#
Project Details → Buildings → Add New BuildingA “Building” represents a physical or logical part of the job.Required fields:#
Building Name (e.g., “Block A”, “Mezzanine”, “Parking Shed”)
Address / Location (optional)
✅ 5. Add Phases for Each Building#
Project Details → Phases → Add PhaseA Phase is a production package such as:Phase 01 – Structural Frames
Required fields:#
Item Type (Steel / SS / Aluminum)
Dates are important for Fabritec’s delay indicators and dashboards.
✅ 6. Create a Production Revision#
Project → Revisions → Add RevisionThey store engineering files (drawings, BOM, NC files)
They maintain history of design changes
They control which version production uses
Assign the Revision to the phase(s).
✅ 7. Upload BOM and Project Documents#
Inside the Revision, upload:Any fabrication references
Without a BOM, production cannot start.
✅ 8. Assign Routes (Fabrication Workflow)#
Each item or category must have a route, defining its sequence of production stages (Cutting → Welding → Painting → QC → Shipping).Operators see correct tasks
Production tracking is accurate
✅ 9. Review and Validate All Data#
Before releasing to production, check:Revision contains all files
This prevents issues in tracking, QC, and shipping.
✅ 10. Release the Phase to Production#
Phase → Release to ProductionThis is the moment the factory workflow begins.All items appear in Tracking Module
Workstations receive tasks
Customer Dashboard shows live progress
📌 Summary Workflow#
2.
Enter Project Number, Project Name, Customer Name
How Does Tracking Work in Fabritec?
Fabritec’s Tracking Module is the core engine that monitors real-time production progress across every stage of fabrication.
It connects Routes → Operators → Workstations → QC → Shipping, ensuring every item is traceable from start to finish.Below is the complete workflow explaining exactly how tracking works inside Fabritec.
🚀 1. Tracking Begins Only After a Phase Is Released#
Before tracking can start, the Planning or Production team must:4.
Release Phase to Production
Once released, all items instantly appear in the Tracking Module—ready for fabrication.
This ensures no item is tracked prematurely.
🏭 2. Items Move Through Stages According to the Route#
Every item follows the Route assigned during planning.
A route defines the exact manufacturing sequence:Example Route:
Cutting → Drilling → Assembly → Welding → Grinding → Painting → QC → ShippingJumping ahead in the sequence
Completing stages out of order
This guarantees production integrity.
🎟️ 3. Operators Update Progress Using QR Scanning or Station View#
Operators record progress in two ways:Method 1: Scan QR Code#
2.
Fabritec automatically loads the correct item
Method 2: Select From Workstation List#
Operators see only items routed to their workstation.This prevents mistakes like updating the wrong item or wrong stage.
🧠 4. Fabritec Confirms the Operation Is Valid#
When an operator updates progress, Fabritec checks:✔ Is the operator assigned to this stage?
✔ Is the workstation authorized for this stage?
✔ Is this the correct next step in the route?
✔ Is the item already completed?
✔ Does this stage require QC?If any check fails → the system blocks the update to prevent data corruption.
🔄 5. Item Automatically Moves to the Next Stage#
When the operator completes a stage:Fabritec updates the item’s status to the next stage in the route.Example:
If Welding is completed, the item automatically moves to Grinding (or to QC if inspection is required).Operators don't manually push items forward—Fabritec controls it.
🧪 6. QC Checkpoints Stop the Workflow Until Approved#
If a stage requires inspection, the item enters the QC Pending queue.Approve the stage → item continues
Reject → item returns to the previous stage (rework)
This ensures welding, painting, or critical work is validated before moving on.
⏱️ 7. Stage History Records Every Action#
Every update is stored permanently:Outsourcing status (if applicable)
This creates a full audit trail for supervisors and clients.
📊 8. Tracking Feeds Dashboards, KPIs & Delays#
Stage completion percentage
Item weight completed vs total
Expected vs actual duration
Items ready for QC or shipping
Factory Performance Reports
This transforms raw tracking data into actionable insights.
📦 9. When All Stages Are Complete → Item Moves to “Ready for Shipping”#
When the final stage (e.g., Painting or QC) is completed:Fabritec automatically marks the item as:✔ Ready for Yard#
✔ Ready for Shipping#
The item’s full history is now accessible to both internal teams and customers.
🔍 10. Supervisors Can Make Corrections When Needed#
If operators make mistakes, authorized roles (Supervisor, Production Manager) can:Move item to previous stage for rework
All edits remain traceable to maintain accountability.
🧭 End-to-End Summary of How Tracking Works#
1.
Phase Released to Production
2.
Items appear in Tracking according to BOM
3.
Operators scan QR or select from workstation view
4.
Fabritec validates the operation
5.
Operator records progress
6.
Item advances to next stage
7.
QC checkpoints enforce inspection
8.
All actions logged in Stage History
9.
Dashboards update automatically
10.
Items move to Shipping when complete
Tracking is the real-time heartbeat of Fabritec—driving accuracy, quality, and transparency across the entire factory.
How to Create Phases in Fabritec?
The Phases Explorer is the section inside the project where you structure and organize the fabrication workflow into clear production packages (phases).
Each phase represents a manufacturing block that belongs to a specific building and contains its own BOM, revisions, routes, and production timeline.Below is the complete, step-by-step workflow to create phases and properly configure the Phases Explorer inside Fabritec.
✅ 1. Open Your Project#
Projects → Select Project → Project Details PageYou must have at least one building created before adding phases.
✅ 2. Go to “Phases” Section (Phases Explorer)#
In the Project Details sidebar, click:This opens the form used to define a new production phase.
✅ 3. Enter the Phase Number#
This identifies the phase sequence.Fabritec uses this number in:
✅ 4. Select the Building#
Every phase must belong to a building.Allows tracking by building
Organizes BOM per building
Structures shipping and packing lists
Displays building-level KPIs in dashboards
Example:
Phase 01 → Building: Block A
✅ 5. Select the Item Type#
Choose the material category associated with the phase:Which routes can be assigned
Which categories are valid
Production analytics per material type
✅ 6. Select the Paint System#
Choose the coating system used for items in this phase.Paint systems help Fabritec:Display proper info on Customer Dashboard
Plan for outsourced finishing (if applicable)
✅ 7. Enter Start and Scheduled End Dates#
These dates define the production window.Dashboard delay indicators
Planned vs. actual productivity
Supervisor performance metrics
Customer timeline visualizations
If no date is set, progress charts cannot show accurate delay information.
✅ 8. Save the Phase#
Click Save, and the phase will appear immediately inside the Phases Explorer list.Phases Explorer will now display:Status (Not Released / In Production / Completed)
✅ 9. Open the Newly Created Phase#
Once the phase is created, open it to configure deeper elements:Inside each phase you can manage:This is where the actual manufacturing workflow begins.
✅ 10. Create a Production Revision (Required Before Production)#
Phase → Revisions → Add RevisionThis helps you maintain historical version control.
✅ 11. Upload BOM and Drawings#
Structural drawings (PDF)
Missing BOM = phase cannot start production.
✅ 12. Assign Routes for All Items#
Routes define the manufacturing path:Example Route:
Cutting → Assembly → Welding → Grinding → Painting → QC → ShippingEvery mark in the BOM must have a route before production release.Workstations receive correct tasks
QC checkpoints are inserted
Tracking becomes fully automated
✅ 13. Validate the Phase Data#
Confirm correct paint system
Ensure revision files are uploaded
Validation prevents tracking and QC errors later.
✅ 14. Release the Phase to Production#
This is done inside the Phase Explorer:Click → Release to ProductionItems appear in Tracking Module
Operators can scan & update stages
Customer Dashboard shows real progress
A phase cannot be unreleased; revisions are used instead to apply updates.
🎯 Summary Workflow for Creating a Phase (Phases Explorer)#
1.
Go to Project → Phases → Add Phase
8.
Open phase → Create Revision
9.
Upload BOM & engineering documents
The phase is now fully active in the production ecosystem.
What Is the Workflow for QC in Fabritec?
The Quality Control (QC) Workflow in Fabritec is designed to ensure that every fabricated item passes through structured inspection points before moving to the next production stage or shipping.
QC is fully integrated with Routes → Tracking → Production → Rework → Shipping, making it a seamless part of the factory’s operational flow.Below is the complete, end-to-end QC workflow exactly as it functions inside Fabritec.
✅ 1. QC Begins When a Phase Is Released to Production#
Before QC can work, the following must be completed:3.
Stages marked with Requires Inspection
4.
Phase released to production
Fabritec automatically activates QC checkpoints based on route settings.
✅ 2. Stages That Require Inspection Trigger QC Tasks#
During production, whenever an operator completes a stage that has Requires Inspection = YES, Fabritec:✔ Stops item progression
✔ Sends the item to QC Pending Status
✔ Assigns the QC task to inspectors
✔ Prevents production from moving forward until QC is completedExample:
Welding → QC Required → QC Inspector must approve before Grinding begins.
✅ 3. QC Inspector Opens the QC Module#
QC inspectors access all items awaiting inspection through:Project → QC Page
or
Tracking → QC Required ItemsNotes or photos (if provided)
The inspector reviews the physical item based on:Based on inspection results, they choose:✔ Approve (Pass)#
Item moves to the next stage automatically.✖ Reject (Fail)#
Item is sent to Rework, and production must redo the failed stage.
✅ 5. Rework Loop (If QC Rejects the Item)#
Pushes the item back to the previous stage
Marks it as Rework Required
Notifies the assigned workstation
Logs the rejection reason in the history
3.
QC must approve again before moving forward
This ensures full traceability and accountability.
✅ 6. QC Approval Moves Item to the Next Stage#
The item proceeds to the next route stage
Tracking updates instantly
Dashboards reflect real-time progress
No manual steps are needed—Fabritec manages the transitions.
✅ 7. QC History Is Stored for Every Item#
For every inspection, Fabritec logs:This history is used for:Production quality analytics
✅ 8. Final QC Before Shipping#
Some factories enable a Final QC Stage before items go to the yard or shipping.That no stages were skipped
Compliance with client specifications
Once Final QC is approved:Item becomes Ready for Shipping
Appears in the Yard / Shipping Module
Included in packing lists
✅ 9. QC Data Appears in Dashboards & Reports#
QC results contribute to:Client visibility of QC issues
These KPIs help management detect systemic problems like:Frequent welding failures
Specific workstations generating repeated defects
📌 Complete Summary of QC Workflow in Fabritec#
1.
Define QC-required stages in Production Setup (routes & stages).
2.
Phase released to production → QC checkpoints activate automatically.
3.
Operator finishes a QC-required stage.
4.
Item enters QC Pending status.
5.
Inspector reviews the item.
6.
✔ Approve → Item moves to next stage
✖ Reject → Item goes to Rework
7.
Operators complete the rework.
8.
Item returns to QC for re-inspection.
9.
Once approved, item flows forward to the next stage or shipping.
10.
Full QC history is logged and displayed in dashboards.
What Is the Workflow for Shipping in Fabritec?
The Shipping Workflow in Fabritec controls how completed items move from production → yard → trucks → packing lists → customer delivery.
It provides full visibility, traceability, and documentation for every piece that leaves the factory.Shipping in Fabritec is not just exporting items—it is a complete operational cycle that starts at the end of production and ends with delivery confirmation.Below is the complete end-to-end Shipping Workflow, exactly as it functions inside Fabritec.
✅ 1. Items Enter the Shipping Workflow Only After Production Is Fully Completed#
An item becomes eligible for shipping when:1.
All production stages are completed
2.
All QC checkpoints (including Final QC, if enabled) are approved
3.
Release Phase for Shipping
4.
The item appears as Ready for Yard / Ready for Shipping
These items flow into the Shipping Status Page and Yard Overview.
✅ 2. Items Move into the Yard (Holding Area)#
Fabritec groups finalized items into the Yard View, where supervisors can see:Items grouped by Building / Phase / Category
This helps the dispatch team decide which items to load first and how to organize trucks.
✅ 3. Supervisor Selects Items to Ship#
Inside Shipping Status, users can filter and select items based on:Required delivery sequence
This ensures accurate planning before dispatch.
✅ 4. Create a New Dispatch (Shipping Order)#
Shipping begins by creating a Dispatch Record, which includes:This creates the “container” that will hold the shipped items.
✅ 5. Add Items to the Dispatch#
Users select the items from the yard list and assign them to the dispatch.Fabritec automatically checks:✔ Item must be completed
✔ Item must be QC-approved
✔ Item cannot be in another dispatch
✔ Item weight and quantity are correctIf an item fails any condition, the system prevents it from being added.
✅ 6. System Calculates Total Weight & Item Count#
As items are added, Fabritec automatically calculates:Building/phase distribution
This ensures the truck is loaded correctly and gives the customer full visibility.
✅ 7. Generate Packing List (Excel or PDF)#
After verifying the items, the user clicks:Fabritec outputs a document containing:Full list of items with weights
Company logo & contact info
This document is shared with the customer on-site.
✅ 8. Dispatch Is Marked as Shipped#
Items move from Yard → Shipped Status
Customer Dashboard updates automatically
Dashboards show shipping progress & performance
Customers can now see what has shipped and what is still pending.
✅ 9. Shipping KPIs Update Across the System#
The following KPIs update instantly:Daily/weekly shipment totals
These appear in dashboards and the Project Details shipping section.
✅ 10. Shipping History Is Stored Permanently#
Project & building linkage
This history is vital for customer claims, audits, and site coordination.
📦 Full End-to-End Shipping Workflow Summary#
1.
Item completes all production stages
3.
Release Phase for shipping
4.
Item appears in Yard / Ready for Shipping
5.
Dispatch team selects items
8.
System validates eligibility
9.
Generate Packing List (PDF/Excel)
11.
Item shifts to Shipping History
12.
KPIs and Customer Dashboard update in real time
Shipping is now complete.
What Is the Customer Dashboard in Each Project Details?
The Customer Dashboard is one of the most powerful features in Fabritec.
It provides your client with real-time visibility into the status of their project without needing emails, phone calls, or manual reporting.It is automatically generated for every project, and it becomes the customer’s live window into:Documentation & revisions
Item-stage tracking (depending on permissions)
Below is the complete workflow explaining how the Customer Dashboard works from start to finish.
✅ 1. Where to Find the Customer Dashboard?#
Projects → Select Project → Project Details → Customer DashboardInside the project details page you will find a dedicated Customer Dashboard panel containing:This dashboard is unique per project.
✅ 2. How the Customer Dashboard Is Generated#
Once you create a project and enter:Production data (after release)
Fabritec automatically builds a customer-facing dashboard using the project’s latest data.No manual setup is required.
✅ 3. What the Customer Dashboard Shows (Real-Time Data)#
The dashboard gives your client immediate visibility into:A. Phase Progress#
Planned vs actual progress
B. Building Summary#
Each building’s total weight
Items completed vs pending
C. Production Progress#
Overall project completion
D. Shipping Status#
E. Revision & Document Access (optional)#
Files uploaded by the planning team
F. KPIs#
The dashboard updates live as operators update production and shipping progress.
✅ 4. How Customers Access the Dashboard#
Fabritec generates a secure public link for each project.Only those with both can enter.This allows project managers, consultants, engineers, or site supervisors to check status without contacting your team.
✅ 5. How Production and Shipping Updates Flow into the Customer Dashboard#
The customer dashboard collects data from all Fabritec modules:Production Tracking#
As operators update stages:Passed QC stages reflect as completed.
Failed QC stages reflect as delays.Shipping#
Once items are added to a dispatch:Packing list data appears
Customers see changes instantly.
✅ 6. How Timeline & Delay Indicators Work#
Inside the Customer Dashboard:Each phase displays planned dates vs actual progress
Delayed phases turn orange or red
On-time phases show green
Project bar shows aggregated visual health
This gives customers a clear understanding of project risk and expected completion.
✅ 7. How to Control What the Customer Can See#
From the internal project settings, the project manager can control:Which documents are visible
Whether phase-level or building-level progress is shown
Whether shipping details are displayed
Whether item-level data is visible
Whether QC details are included
This keeps sensitive information internal while still providing transparency.
✅ 8. Using the Customer Dashboard to Reduce Communication Load#
The dashboard eliminates:Shipping confirmation calls
Clients simply refresh their dashboard to see:Expected delivery timelines
This significantly improves trust and saves time for both your team and the client.
📌 Full End-to-End Customer Dashboard Workflow Summary#
6.
Operators update progress
8.
Shipping updates are entered
9.
Customer Dashboard updates in real time
10.
Share link + password with client
Customer now has a live, self-service portal for the entire project.