Edit a Company Level Equipment Category or Type

 Note

The (Legacy) Equipment tool was developed specifically for use by Procore customers in Australia and New Zealand. For documentation, visit the  icon-external-link.png Company Level Equipment page and icon-external-link.png Project Level Equipment page on the Australia (English) instance of the Procore Support Site.

Objective

To edit a Company level equipment category and/or type.

Things to Consider

Prerequisites

Steps

  1. Navigate to the company’s Equipment (Legacy) tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Under “Settings” click Category & Type Configuration.
    Note: This page is defaulted to open upon clicking the Configure Settings icons-settings-gear.png icon.

    plantcomp-settingscat.jpg
  4. Click into your desired category and/or type field.
  5. Modify the information.
    Note: When you are done editing, changes are automatically saved. Click Back to return to the main equipment page.

See Also