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Procore

Configure Advanced Settings: Company Level Equipment Tool

Objective

To set preferences for the company’s Equipment tool.

Background

You can configure certain settings in the Company level Equipment tool that will then be used in the Project level Equipment tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company’s Equipment tool.
  • Additional Information:
    • An equipment type or model cannot be deleted if it is tied to a company or project level equipment entry. 
      Note: See Search and Filter Equipment Entries to learn how to locate equipment entries. 
    • An equipment category cannot be deleted until all types tied to it have been deleted.
    • An equipment make cannot be deleted until all models tied to it have been deleted.
    • You will be able to edit a category, type, make, and model at any time

Steps

  1. Navigate to the company's Equipment tool.

  2. Click the Configure Settings icon.

Category & Type Configuration
  1. Under “Settings” click Category & Type Configuration.
    Note: This page is defaulted to open upon clicking the Configure Settings icon.

    plantcomp-settingscat.jpg
     
  2. Under "Equipment Category", enter in any equipment categories you want to add to your company and projects Equipment items list,(e.g. Earth Moving).
  3. Click Create.
  4. Under each category name, enter a type, (e.g. Excavators)
  5. Click Create.

Note: When you are done adding categories and types, changes are automatically saved, so you can click out of the page by clicking Back.

Make Configuration
  1. Under “Settings” click Make Configuration.

    plantcomp-advancedsettings.jpg

     
  2. Under "Equipment Make", enter in any equipment makes you want to add to your company and projects equipment item list, (e.g. Caterpillar).
  3. Click Create.
  4. Under each make name, enter a model, (e.g. 211B).
  5. Click Create.

Note: When you are done adding makes and models, changes are automatically saved, so you can click out of the page by clicking Back.

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