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Procore

Company Equipment

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 In Beta
This feature is currently available through a beta program. If you would like to participate in the beta, please reach out your Procore point of contact.

Procore's Equipment tool ensures all machines are optimally used and effectively managed from arrival to departure. The company's Equipment tool is a registry of your company's owned or rented equipment for your job sites. When equipment is assigned to projects, it is added to the Project's Equipment tool where it can be used in Inspections, Timesheets, and your Budget.

The Equipment tool provides team members on a construction project with the ability to capture and record plant & equipment information as it arrives on site and performs a plant induction checklist to ensure it is fit for purpose prior to use on-site.

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       In Beta
      This feature is currently available through a beta program. If you would like to participate in the beta, please reach out your Procore point of contact.
       

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       Tip

      To set up equipment for inspections and timekeeping, see the Company Equipment Setup Guide.

      For how to use Equipment at the project level, see Project Equipment and the Equipment User Guide for additional documentation. 

       Legacy Content

      For the legacy Equipment experience, reference the following documentation:

       In Beta
      This feature is currently available through a beta program. If you would like to participate in the beta, please reach out your Procore point of contact.
         Legacy Content

        Reference these FAQs for the legacy Equipment experience:

         In Beta
        This feature is currently available through a beta program. If you would like to participate in the beta, please reach out your Procore point of contact.

        Learn which user permissions are required to take the described actions in this tool.

         Important

        Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

        Permissions

         |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

        icon-mindtouch-table-check.png Users can take the action with this permission level.

        icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

        Action None Read Only Standard Admin Notes

        Add or Remove from Equipment from Projects

         Web

        		     check-green2.png check-green2.png  

        Configure Advanced Settings

         Web

        		       check-green2.png  

        Configure Columns for Equipment

         Web

        		   check-green2.png check-green2.png check-green2.png  

        Configure Equipment Connection for Caterpillar

         Web

        		       check-green2.png  

        Configure Equipment Connection for John Deere

         Web

        		       check-green2.png  

        Configure Equipment Connection for Samsara

         Web

        		       check-green2.png  

        Create an Equipment Record

         Web

        		     check-green2.png check-green2.png  

        Delete an Equipment Record

         Web

        		     check-green2.png check-green2.png  

        Disconnect an Equipment Telematics Connection

         Web

        		       check-green2.png  

        Edit an Equipment Record

         Web

        		     check-green2.png check-green2.png  

        Generate QR Codes for Equipment

         Web

        		   check-green2.png check-green2.png check-green2.png  

        Import Equipment

         Web

        		     check-green2.png check-green2.png  

        Recover Equipment Records from the Recycle Bin

         Web

        		     check-green2.png check-green2.png  

        Scan QR Codes for Equipment

         iOS     Android

        		   check-green2.png check-green2.png check-green2.png  

        Search and Filter Equipment

         Web

        		   check-green2.png check-green2.png check-green2.png  

        Set Current Project

         Web

        		     check-green2.png check-green2.png  

        Sync Equipment Telematics Data

         Web

        		       check-green2.png  

        View Change History

         Web

        		     check-green2.png check-green2.png  

        View Equipment Details in the Company Equipment Tool

         Web

        		   check-green2.png check-green2.png check-green2.png  

        View Equipment on the Map in the Company Equipment Tool

         Web

        		   check-green2.png check-green2.png check-green2.png  

        View Equipment Project Assignments

         Web

        		     check-green2.png check-green2.png  
         Legacy Content

        For the legacy Equipment experience, reference these permissions.

        Company Level Equipment

        The following table highlights which user permissions are required to perform the described user action.

        Task None Read Only Standard Admin
        Add a Project Log to a Company Level Equipment Entry       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
        Configure Advanced Settings: Company Level Equipment Tool       icon-mindtouch-table-check.png
        Create a Company Level Equipment Entry 1       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
        Customize the Column Display in the Company Level Equipment Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
        Delete a Company Level Equipment Category or Type       icon-mindtouch-table-check.png
        Delete a Company Level Equipment Entry 1       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
        Delete a Company Level Equipment Make or Model       icon-mindtouch-table-check.png
        Edit a Company Level Equipment Category or Type       icon-mindtouch-table-check.png
        Edit a Company Level Equipment Entry 1       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
        Edit a Company Level Equipment Make or Model       icon-mindtouch-table-check.png
        Import Company Owned Equipment       icon-mindtouch-table-check.png
        Perform Bulk Actions in the Company Level Equipment Tool       icon-mindtouch-table-check.png
        Prepare Company Owned Equipment for Import       icon-mindtouch-table-check.png
        Retrieve a Company Level Equipment Entry from the Recycle Bin 1       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
        Search and Filter Company Level Equipment Entries   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
        Set Up Default Equipment       icon-mindtouch-table-check.png
        View a Company Level Equipment Entry   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
        View the Change History of a Company Level Equipment Entry       icon-mindtouch-table-check.png

        1 Users with 'Standard' permission can only perform the task on the equipment entries they create. 

         

        Below are the notable changes to the Company level Equipment tool.

        Recent Changes  

        Equipment Open Beta (10/14/2024)

        Procore's new Equipment tool ensures all machines are optimally used and effectively managed from arrival to departure. The company's Equipment tool is a registry of your company's owned or rented equipment for your job sites. When equipment is assigned to projects, it will be added to the Project's Equipment tool where it can be used in Inspections, Timesheets, and your Budget. See Company Equipment to learn more.

        The new Company Equipment tool is available to customers through a beta program. If you would like to participate in the beta, please reach out your Procore point of contact.

         Legacy Content

        Release notes for the legacy Equipment experience are available below.

        Previous Changes