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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

Category & Type Configuration
  1. Navigate to the company's Equipment tool.
  2. Click the Configure Settings icon.
  3. Under “Settings”, click Category & Type Configuration.
    Note: This page is defaulted to open upon clicking the Configure Settings icon.

    plantcomp-settingscat.jpg
  4. Under "Equipment Category", enter in any equipment categories you want to add to your company and projects Equipment items list,(e.g. Earth Moving).
  5. Click Create.
  6. Under each category name, enter a type, (e.g. Excavators)
  7. 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. Navigate to the company's Equipment tool.
  2. Click the Configure Settings icon.
  3. Under “Settings”, click Make Configuration.

    plantcomp-advancedsettings.jpg

     
  4. Under "Equipment Make", enter in any equipment makes you want to add to your company and projects equipment item list, (e.g. Caterpillar).
  5. Click Create.
  6. Under each make name, enter a model, (e.g. 211B).
  7. 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.

Set User Permissions
  1. Navigate to the company's Equipment tool.
  2. Click the Configure Settings icon.
  3. Under “Settings”, click Permissions Table.

    permissions table equipment1.jpg

     
  4. Set the access permission level for the tool's users by clicking the icon in the permission column until the GREEN checkmark appears.

    timesheets permissions.jpg

The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

Icon Color Definition
green-check.png GREEN The user has been granted this access permission level to the tool.
red-x.png RED The user has NOT been granted this access permission to the tool.
grey-x.png GREY The user is either (1) a Procore Administrator or, (2) has been granted access permission to the Procore tools on this project using a permission template (see What is a permission template?). To change the user's access permission level, follow the steps in Manage Permission Templates
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