Skip to main content
Procore

Set 'Onsite' Field for Equipment

  1. Last updated
  2. Save as PDF

Background

You can assign equipment to multiple projects and track which one currently has the equipment 'onsite'.

Clipboard E560b4c948ce678cec1649c4aff6d1072

 In Beta

Company Administrators can enable the Equipment - Geofence & Telematics Based Project Tracking beta in Procore Explore. (US 1 | US 2 | UK)

In the Project level Locations tool, you can set up site boundary locations to create geofences.

After you set up geofences, you can configure automated project tracking to automatically update the equipment 'Onsite' field via a telematics connection. When an equipment GPS location is detected inside our outside the geofence, the system updates the equipment's Onsite field accordingly.

 

 Tip
To see all projects equipment is assigned to, see View Equipment Project Assignments.

Things to Consider

Prerequisites

Steps

  • Set a Single Record

  • Bulk Set Equipment

Set Equipment Onsite

  1. Navigate to the Company or Project level Equipment tool.

  2. Inline, click the field in 'Onsite' column.

    • Company Level

      • Select the project to mark the equipment onsite, or click the X to remove it from onsite.

    • Project Level

      • Select Yes or No to indicate if equipment is onsite.

Set Equipment Onsite in Bulk

  1. Navigate to the Company or Project level Equipment tool.

  2. Mark the checkboxes for the equipment you want to assign.

  3. Mark equipment onsite accordingly:

    • Company Level

      1. Click Add to Projects.

      2. Select the projects.

      3. Optional: For each project, move the toggle Icon Toggle On ON if the equipment has arrived onsite.

      4. Click Add.

    • Project Level

      1. Click the Onsite drop-down menu and select Yes or No.

See Also