Docs/Engineering Suite

Engineering Suite

Design files, firmware, BOMs, testing, and golden samples

The Engineering Suite is your team's single source of truth for all design and engineering files. Everything lives here - schematics, firmware, BOMs, test plans, mechanical drawings, and documentation. No more hunting through shared drives or Slack threads.


Documentation

Organize all your project documents into structured categories:

CategoryUse it for
Product DocsSpecifications, datasheets, requirement documents, user manuals
Manufacturing DocsAssembly instructions, quality procedures, inspection criteria
CustomAny category you define - regulatory, compliance, marketing, etc.
Document VaultGeneral storage for files that do not fit elsewhere
Each document can have a title, description, version, and tags. Files are versioned automatically - upload a new version and the history is preserved.
Tip: Need a manufacturing partner to see a file? Click the factory icon on any document to allocate it to the Manufacturing Vault.

Hardware

Upload and manage all your hardware design files in one place:

  • Schematics - Circuit diagrams and design files
  • PCB Layouts - Board design files from your EDA tool
  • Gerber Files - Manufacturing-ready PCB files
  • Assembly Drawings - Component placement and assembly references
Each file tracks its version, upload date, and who uploaded it. Your team can comment on files and link related items together.

Firmware

Manage every firmware release for your product:

  • Upload firmware binaries with version numbers
  • Add release notes describing what changed
  • Track known issues associated with each version
  • Comment threads for team discussion on a release
  • Push to devices - When a firmware version is approved, push it directly to production devices (see Operations Suite for details)
Firmware versions are linked to your device fleet, so you always know exactly which version is running on each device.

Mechanical

Keep all mechanical design assets organized:

  • Enclosure CAD files
  • STEP files for 3D modeling and vendor sharing
  • 3D rendered models
  • Mechanical drawings with dimensions and tolerances

Testing

Manage your testing documentation and results:

  • Test Cases - Define what needs to be tested and the expected outcomes
  • Test Reports - Upload completed test results
  • Certifications - Store certification documents (FCC, CE, UL, etc.)
  • Board Bring-up Checklists - Step-by-step verification for new board revisions

Test Templates

Create reusable test checklists that your team follows when testing devices or boards. Templates ensure consistency across every unit you build.

Each template contains a list of test steps. Each step can be one of these types:

Step TypeWhat the tester does
Pass/FailMark the step as passed or failed
Numeric RangeEnter a measured value; the system checks if it is within the acceptable range
TextEnter a free-text observation or note
CheckboxCheck off that the step was completed
Templates are defined per project and can be linked to specific variants. When a device is tested (in the Manufacturing or Operations suite), the tester selects a template and fills it in.
Tip: Build your test templates early. They save enormous time once you start producing devices at volume.

BOM (Bill of Materials)

The BOM module gives you an interactive, structured view of every component in your product.

Key features:

  • Component table - Part number, description, manufacturer, quantity, package, designator
  • Alternative parts - Add substitute components for each line item, so you have fallback options during shortages
  • Health scoring - Each component gets a health score based on availability, lifecycle status, and risk factors
  • Obsolescence tracking - Get alerted when a component is approaching end-of-life or has already been discontinued
  • CSV import - Export your BOM from your EDA tool and import it directly
  • Analyze - on any BOM detail page, click Analyze in the header to open the cluster view. Components fan out into three health groups (High risk / Needs attention / Healthy) with a click-for-detail per-dimension breakdown (lifecycle, EOL year, sourcing, cost, alternatives, availability). Useful for spotting concentration risk at a glance. See Project Map & Timeline for the full walkthrough.
Note: The BOM health scores update based on available component data. Review flagged items regularly to avoid supply chain surprises.

Product Map (Roadmap)

Distinct from the cross-suite Project Map: the Product Map is a roadmap / ideas board scoped to the engineering team's view of what to build next.

  • Open from Engineering -> Product Map, or visit /projects//engineering/product-map
  • Each item carries a status (idea / proposed / accepted / in progress / shipped / declined), priority, optional target release, vote count, and free-form tags
  • Use it for "what comes after the current revision" conversations; pair with Wishlist for customer-submitted ideas
Naming note: "Project Map" is the cross-suite Lifecycle Map + Timeline at /projects//graph. "Product Map" is this roadmap board.

Bug Reports

Engineering-side defect tracker - severity, status, attachments, owner. Distinct from customer Support tickets and from RMAs. See the dedicated Bug Reports guide for the full workflow.


Checklists (Engineering side)

Per-suite checklists with a primary singleton + import-from-RND-Square library. Useful for NPI gates, board bring-up procedures, pre-PCB-spin verifications. See Checklists for the full walkthrough.


Golden Samples

Track your reference units - the known-good devices that represent the standard for your product. Golden samples are useful for:

  • Comparing production units against a verified baseline
  • Sending to certification labs
  • Keeping as a reference during quality disputes

Allocating files to Manufacturing

Any file in the Engineering Suite can be made available to the Manufacturing team:

  1. Find the file you want to share
  2. Click the factory icon next to it
  3. The file now appears in the Manufacturing Vault (inside the Manufacturing Suite)
Files in the Manufacturing Vault are read-only - manufacturing teams can view and download them but cannot modify the originals. This keeps your engineering source files safe while giving production access to exactly what they need.
Tip: Only allocate files that are production-ready. Draft files should stay in Engineering until they are approved.