Equipment

Equipment can be shown on Change Orders, Daily Reports, Equipment Rental and Resource Management.

Users Who Can Access

Executive Administrator

New Equipment

1. Go to Start > Settings > Administration 
2. Select Company Setup > Equipment
3. Insert values in to the Add Equipment screen. Equipment (name) and Asset Type are required fields
4. Click 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. Click Edit icon next to the Equipment
2. Update field values, where necessary
3. Click Save Data

Status

Inactivate Equipment

Inactivating equipment when you are no longer using it.

1. Select the Active hyperlink next to equipment

Active Equipment

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

1. Set the Equipment Status drop-down option to "Inactive" 
2. Click Search For...
3. Select Inactive hyperlink next to equipment

Display/Hide Equipment

1. Select a project from the Select Project Screen.
2. Go to the Project menu > Configure Project > Advanced Setup > Display/Hide Equipment
3. Adjust the radio button from Display to Hide or vice versa.

Note: If there is a hyphen character "-" on the Hide column, the equipment has been used on the project and may not be hidden.