Equipment can be shown on Change Orders, Daily Reports, Equipment Rental and Resource Management.
Users Who Can Access
Executive Administrator
New Equipment
- Go to Start > Settings > Administration
- Select Company Setup > Equipment
- Insert values in to the Add Equipment screen. Equipment (name) and Asset Type are required fields
- 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
- Click
Edit icon next to the Equipment
- Update field values, where necessary
- Click Save Data
Status
Inactivate Equipment
Inactivating equipment when you are no longer using it.
- Select the Active hyperlink next to equipment
Active Equipment
Activate when you use a piece of equipment that has been inactivated.
- Set the Equipment Status drop-down option to "Inactive"
- Click Search For...
- Select Inactive hyperlink next to equipment
Display/Hide Equipment
- Select a project from the Select Project Screen.
- Go to the Project menu > Configure Project > Advanced Setup > Display/Hide Equipment
- 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.
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