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Procore

Add Equipment

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 Legacy Content

This is legacy functionality. You can now manage your Equipment using the Equipment tool. See About the Equipment Tool.

However, if you have existing integrations for a project that depend on equipment listed in the Project Settings of the project Admin tool, Procore recommends NOT enabling Equipment tool at this time.

Enabling the Equipment tool on a project disables existing third party integrations for that project that rely on the equipment listed in the in the project's Admin tool.

Objective

To add a list of equipment to the Project level Admin tool. 

Background

You can associate certain assets in Procore with equipment on your jobsite, like incidents. You can also keep an equipment log using the Project level Daily Log tool (see Create Equipment Log Entries). In order to associate these assets in Procore with equipment, you will first need to use the steps below to add your project's list of equipment to Procore's Project level Admin tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Admin tool. 
  • Additional Information:
    • After adding equipment to the Admin tool, you can then select these items in the Equipment Log of the Project level Daily Log tool. See Create Equipment Log Entries.

Demo

add-equipment.gif

Image content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Navigate to the project's Admin tool. 
  2. Under the 'Project Settings' menu in the sidebar, click Equipment (Legacy). 
  3. Type brief description or another identifying code for the piece of equipment in the Equipment Name box. 
  4. Click on the Add icon-add.png icon.
    This adds the piece of equipment to the list. You can now use the equipment list to add entries to the Equipment Log in the Daily Log tool. 

Next Step