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Procore

Import Equipment Records to the Company Equipment Tool

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Objective

To import equipment records to 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.

You can import your equipment into the Equipment tool instead of creating the records manually.

Things to Consider

  • Required User Permissions
  • Imported equipment categories, types, makes, models, and custom statuses are added to the tool's configuration settings.
  • The fields Equipment ID, Status Type, Status, Category, Type and Ownership are required.
  • If using the following custom statuses, the must have the following status types:
    • 'Available' needs an 'Available' status type.
    • 'Active' needs an 'In Use' status type.
    • 'Inactive' needs an 'Unavailable' status type.
  • The document must be in .xlsx format.

Steps

  1. Navigate to the company's Equipment tool.
  2. Click Import.
  3. Click Upload .xlsx File and select the prepared equipment file.
    OR
    Drag and drop the prepared equipment file from you computer to the upload box.
  4. Click Upload.

See Also