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Procore

Edit a Company Level Equipment Entry

Objective

To edit information on an equipment entry in the company's Equipment tool.

Things to Consider

Required User Permissions:

  • To edit any equipment entry, 'Admin' level permissions on the company's Equipment tool.
  • To edit an equipment entry you created, 'Standard' level permission or higher on the company's Equipment tool.

Steps

  • Navigate to the company’s Equipment tool.
  • Click Edit next to the equipment entry you want to modify.
    Note: Use the Search and Filter functions to narrow your search results.
  • Click into the following fields to edit the 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).
    • Current Project: This field can only be modified by adding the equipment item to a different project. To add company-owned equipment to a project, see Add a Project Log to a Company Level Equipment Entry or Add Company Equipment Entries (iOS).
      Notes:
      • Once equipment has been added to a project, this field will display to the most recently created project log.
      • When a Removal Date is issued, the project will become unassigned.
      • The history of project assignment can be found under the Project Logs tab of a Company level equipment item.
    • Status: Select from the drop-down menu the status of the equipment item.
      • Available
      • In Use
      • Under Maintenance
  • Click Update to save your edits.
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