Create Equipment Entry (Web)

Things to Consider

  • To sync Equipment Timesheets with Daily Log entries, the following must be true:

Steps

 Note

Add or create equipment records in the Project's Equipment tool.
Previously, an equipment record was added and managed using the Equipment page of the Admin tool.

  1. Navigate to the project's Daily Log tool.

  2. Scroll to the Equipment section.
    You can also use the left navigation menu to quickly navigate to the Equipment section.

  3. To create an entry, add information to the fields.

    Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.

    Equipment - Field Names and Descriptions

    • Company: Select the company name for which you are creating this log entry.

    • Equipment Name. Select the equipment involved.

      • Select Existing Equipment

        1. Click the Equipment or Equipment Name drop-down menu select the equipment.

      • Create New Equipment Record
        Note: Use this to track equipment you own or are renting longterm. These records are also added to the company's Equipment tool.

        1. Click the Equipment or Equipment Name drop-down menu and search for the equipment.

        2. If it has yet to be created, select Create Equipment.

        3. Click Add to Register.

        4. 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. Whether 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.

            • Onsite. Indicates if the equipment is at the project site.

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

            • Notes. Notes about the equipment

          • Additional Information

            • Any additional information about the equipment.

          • 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.

        5. Click Create.

      • Create Unmanaged Project-Only Equipment
        Note: Use this to track temporary equipment, such as a rented generator. These records are not added to the company's Equipment tool.

        1. Click the Equipment or Equipment Name drop-down menu and search for the equipment.

        2. If it has yet to be created, select Create Equipment.

        3. Enter the equipment ID.

        4. Click Create to add it to the item and the 'Project-Only Equipment' tab in the project's Equipment tool.

    • Hours Operating. Enter the number of hours the equipment was active.

    • Hours Idle. Enter the number of hours the equipment was idle.

    • Cost Code. Select the cost code associated with the entry.

    • Location. Select the equipment location from the dropdown menu.

    • Inspected. Mark the checkbox if the equipment was inspected.

    • Inspection Time. Enter what time the equipment was inspected.

    • Comments: Enter any comments or additional information that further describes the entry (if required).

    • Attachments: Attach any additional files to the entry. To attach the files, do one of the following:

      • Click Attach File(s) and then drag-and-drop a file from your computer to the Drag and Drop your File(s) area.
        OR

      • Click Upload Files to select a file from your computer.

  4. Click Create.
    The log entry is created or added.

Create an Incident (Android)
Create Equipment Entry (iOS)