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Procore

View a Company Level Equipment Entry

Objective

To view an equipment entry in the company’s Equipment tool.

Things to Consider

Required User Permissions: 'Read-only' or above on the company’s Equipment tool.

Steps

  1. Navigate to the company’s Equipment tool.
  2. Click View next to the equipment entry you want to view.
    This reveals the equipment item’s General and Current Project information.

View an Equipment Entry's Details

The Equipment Entry’s General Information displays the following details:

  • Equipment Category: This field displays the category of the equipment item (e.g. Earthmoving). 
  • Note: These groupings are configured by an Admin on the Company level Equipment tool. See Configure Advanced Settings: Company Level Equipment Tool for more information.
  • Equipment Type: This field displays the type of equipment item.
    Note: You can quickly filter by equipment types and know what type of plant induction to perform in the field.
  • Make: This field displays the manufacturer of the equipment item.
    Note: These groupings are configured by an Admin on the Company level Equipment tool. See Configure Advanced Settings: Company Level Equipment Tool for more information.
  • Model: This field displays the model of the equipment item.
  • Year: This field displays the year the equipment item was manufactured.
  • Serial #: This field displays the serial # of the equipment item. 
  • Display Name: This field displays the name of the equipment item. 
    Note: The default equipment display name is set as the Make & Model. The display name can be updated or customized in Procore's web application.
  • Description: This field displays relevant information about the equipment item.
  • Attachments: This section includes any relevant files or photos; click the attachment link to download the information.

Under 'Current Project', you can view the following information:

  • Current Project: This field displays the project where the equipment item is currently located.
  • Status: This field shows the status of the equipment item.

Maintenance Records

To view and manage a log of all maintenance records associated with the equipment entry, follow the steps below:

  1. Click the Maintenance Records sub tab.
  2. Enter the equipment item’s “Last Service Date” and “Next Service Date”. 
  3. Click Save.
  4. To delete a maintenance record, click the trash bin icon next to the desired line item. 

Project Logs

To view a log of all the projects the equipment item has been on, follow the step below.

  • Click the Project Logs sub tab.
    This reveals a list of all the projects the equipment item has been used on.
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