Skip to main content
Procore

Create a Company Level Equipment Entry

Objective

To create an equipment entry in the company’s Equipment tool.

Background

At the company level, you will want to add equipment items that your company owns.

Things to Consider

  • Required User Permissions: 'Standard' level permission or higher on the company's Equipment tool.

Steps

  1. Navigate to the company's Equipment tool.
  2. Click Create.
  3. Enter in the following information:
    Note: An asterisk (*) denotes a required field.
    • *Equipment Category: Select the equipment item’s category from the drop-down menu. See Configure Advanced Settings: Company Level Equipment Tool
    • *Equipment Type: Select the equipment item’s type from the drop-down menu. See Configure Advanced Settings: Company Level Equipment Tool
    • *Make: Select the equipment item’s manufacturer from the drop-down menu. See Configure Advanced Settings: Company Level Equipment Tool
      Note: You can click "+ Create" to add a new Make to your company's Make & Model list.
    • *Model: Select the equipment item’s model from the drop-down menu. See Configure Advanced Settings: Company Level Equipment Tool
      Notes: 
      • In order to select a Model, you must first select a Category, Type, and Make.
      • You can click "+ Create" to add a new Model to your company's Make & Model list.
    • Year: Select the year from the drop-down menu of when the equipment item was manufactured.
    • *Serial #: Enter the serial number that is on the equipment item.
    • *ID #: Enter the number the equipment item is associated within your company’s accounting system.
    • Display Name: Enter the name you reference the equipment item by.
      Notes:
      • This is the name that will appear in the drop-down menu.
      • If this field is left blank, the Make and Model number will automatically populate as the Display Name for the equipment item.
    • Description: Enter any relevant information about the equipment item.
    • Attachments: Attach any relevant files or photos associated with the equipment item (e.g. warranties).
  4. Click Create.