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Edit a Company Level Equipment Category or Type

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 PRIVATE ARTICLE

This page is set to 'Private' and is only visible to members of the PC-Internal group (a.k.a., Procore Employees).

The content on the United States (English) page below is exported as source content when publishing target content on the Australia (English) instance of the Procore Support Site at this link: icon-external-link.png Edit a Company Level Equipment Category or Type

 Note

The (Legacy) Equipment tool was developed specifically for use by Procore customers in Australia and New Zealand. For documentation, visit the  icon-external-link.png Company Level Equipment page and icon-external-link.png Project Level Equipment page on the Australia (English) instance of the Procore Support Site.

Objective

To edit a Company level equipment category and/or type.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permissions on the company’s Equipment (Legacy) tool.
  • Additional Information:
    • Once a category and/or type is edited, those changes will sync to the corresponding equipment entries at the Company (Legacy) and Project (Legacy) level. 

Steps

  1. Navigate to the company’s Equipment (Legacy) tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Under “Settings” click Category & Type Configuration.
    Note: This page is defaulted to open upon clicking the Configure Settings icons-settings-gear.png icon.

    plantcomp-settingscat.jpg
  4. Click into your desired category and/or type field.
  5. Modify the information.
    Note: When you are done editing, changes are automatically saved. Click Back to return to the main equipment page.