Set Current Project for Equipment
Objective
To set the current project for equipment in the company's Equipment tool.
Background
You can assign equipment to multiple projects and mark its current project to see where it is being used when viewing the company's Equipment register.
Tip
To see all projects equipment is assigned to, see View Equipment Project Assignments.
Things to Consider
- Required User Permissions
- If equipment is checked in for a project from the field, the current project is automatically updated. See Check In Project Equipment (iOS) or Check in Project Equipment (Android).
Prerequisites
- The field must be enabled on the table. See Configure Columns for the Company Equipment Tool.
Steps
- Navigate to the company's Equipment tool.
- Hover over the equipment record and click the edit
icon.
- Click the Projects tab.
- Hover over the current project.
- Click Current Project.
- Click Save.