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Create an Equipment Record in the Project Equipment Tool

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Objective

To create an equipment record in the project's Equipment tool.

Background

After Equipment is created in your company's Equipment tool, you can add or remove equipment from your project. Equipment can be used in Inspections, Timesheets, and your Budget.

Things to Consider

Steps

  1. Navigate to the project's Equipment tool.
  2. Click Add and select Create Equipment.
     Tip
    First check to see if the equipment record already exists in the company's Equipment tool. See Add or Remove Equipment from Projects in the Project level Equipment Tool.
  3. Enter the equipment information.
    • 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.
        • 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.
      • Notes
    • 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 the Create.