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Company Equipment

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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, Daily Log, T&M Tickets, 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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       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:

      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

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      Configure Columns for Equipment

       Web

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      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

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      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

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      Search, Sort, and Filter Equipment

       Web

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      Set Current Project

       Web

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      Sync Equipment Telematics Data

       Web

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      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

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       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  

      New Equipment Tool Generally Available (01/07/2025)

      Procore's new Equipment tool ensures all machines are optimally used and effectively managed from arrival to departure. The Equipment tool enables you to build a registry of your company's owned or rented equipment for your job sites. When equipment is checked in or assigned to projects, it’s added to the Project's Equipment tool for use in Inspections, T&M Tickets, Timesheets, and the Budget. See Company Equipment to learn more.

      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