Manually Create Equipment Records

Things to Consider

Steps

  1. Navigate to the company's Equipment tool.

  2. Click Create.

  3. Enter the equipment information. Show/Hide Fields

    • Equipment Photo

      1. Click the image.

      2. Select a file from your computer.

      3. Click Open to upload the photo.

    • Specification Information

      • Category. The equipment category.

      • Type. The equipment type.

      • Make. The equipment make.

      • Model. The equipment model.

      • Serial Number. The serial number.

      • Year. The year the equipment was built.

    • General Information

      • Equipment ID. The equipment ID.

      • Equipment Name. The name of the equipment.

      • Rate per hour. The cost of the equipment per hour.

      • Status. The status of the equipment.

      • Ownership. Indicates if the equipment is owned, rented, or subcontracted. If not owned, the following fields are available:

        • Vendor Name. The name of the equipment vendor.

        • Rental Start Date. The start date for the equipment rental.

        • Rental End Date. The start date for the equipment rental.

      • Assignee. The equipment's assignee.
        Note: Assignees must be listed as a user in the Company Directory.

      • Groups. The group for the equipment.
        Note: This is configured in the Resource Planning tool.

      • Notes. Notes about the equipment

    • Telematics Provider Information.

      • Telematics Provider. A list of supported telematics providers.

      • Telematics Provider ID. The equipment ID provided by your telematics company.
        Note: This only populates if you have connected your telematics provider to the Company Equipment tool.

    • Attachments

      1. Click Attach File and select the file from your computer.
        OR
        Drag and drop one or more files into the 'Drag and Drop' box.

  4. Click Save and Next.

  5. Mark the checkboxes to assign the equipment to projects and click Save.
    OR
    Click Skip.