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Procore

Edit an Equipment Record in the Company Equipment Tool

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Objective

To edit equipment records in the company's Equipment tool.

Background

Procore's Equipment tool ensures all machines are optimally used and effectively managed from arrival to departure. The company's Equipment tool is a registry of your company's owned or rented equipment for your job sites. When equipment is assigned to projects, it is added to the Project's Equipment tool where it can be used in Inspections, Timesheets, Daily Log, T&M Tickets, and your Budget.

Things to Consider

Steps

  • Update a Single Piece of Equipment
  • Bulk Update Equipment

Update a Single Piece of Equipment

  1. Navigate to the company's Equipment tool.
     Tip
    You can edit the 'Status' and 'Onsite' columns inline, by clicking the field and making your selection.
  2. Hover over the equipment record and click the edit icon-edit2.png icon.
  3. Update the equipment information.
  4. Click Save.

Bulk Update Equipment

  1. Navigate to the company's Equipment tool.
  2. Mark the checkbox for the relevant equipment.
  3. Take any of the following steps:
    • Add to Projects
      1. Click Add to Projects.
      2. Mark the checkbox for each project, then click Add.
    • Update Status
      1. Click Change Status and select the relevant status.
    • Update Onsite Status
      1.  Click Add to Projects.
      2. Mark the checkbox for each project.
      3. Move the 'Onsite' toggle ON for each project.
      4. Click Add.

See Also