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Equipment

Equipment can be show on Daily Reports, Equipment Rental and Resource Management.

Users Who Can Access

Executive Administrator

New Equipment

    1. Navigate > Administration
    2. Company Setup > Equipment
    3. Complete fields as outlined above
    4. Save Data

Current Equipment

Equipment Status

Search For Equipment by Status

Action

Displays Action Icons that allow you to manage existing equipment entries.

    Edit information and projects it shows up on

Code

Optional field. Used to track each piece of equipment, if you have several of the same type.

Equipment

Description of the equipment item.  

Asset

How this piece of equipment was acquired.

Acquired From

Who or where the equipment was acquired.

(Date) Acquired

When the equipment was acquired.

(Date) Divested

When the equipment stopped being used.

Status

Active items show on projects, Inactive items do not show on projects.

Edit Equipment

    1.  Edit icon next to the Equipment
    2. Update information
    3. Save Data

Status

Inactivate Equipment

Inactivating equipment when you are no longer using it.

      1. Select Active next to equipment

Active Equipment

Activate when you use a piece of equipment that has been inactivated.

      1. Equipment Status "Inactive" > Search For...
      2. Select Inactive next to equipment

Note

    • If there is a "-" on the Hide column under project preferences, the equipment has been used on the project and may not be hid.

 

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