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Procore

Create Equipment Entries

 

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Objective

To create Equipment entries in the project's Daily Log tool.

Background

Equipment tracks the specific time that certain equipment or machines were used on the project, whether they were inspected and at what time, and the cost code related to them.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' permissions on the project's Daily Log tool.
  • Additional Information:
    • Manage any equipment added to this section by viewing the Equipment list in the Equipment page of the Admin tool.
      Note: Requires 'Admin' permissions on the Admin tool.

Steps

  1. Navigate to the project's Daily Log tool.
  2. Scroll to the Equipment section.
  3. Enter the following information:
    • Attachments: Attach any additional files to the entry. Click Attach File(s) to select a file from your computer, or drag-and-drop the file from your computer to the gray area designated by Drag and Drop your File(s). Once you save your item, users will be able to click the attachment and view the attachment in Procore's document viewer.

    • #: This uneditable field counts the number of entries in a section (e.g. the first entry created will be # 1, and the second entry will be # 2).

    • Equipment Name: Enter the name of the equipment for which you're creating an entry. 

      Note: If the equipment you want to add is not in the list, type the name of the equipment, and press ENTER on your keyboard to create new equipment to log. This will also add the equipment to your project's Equipment list in the Admin tool. You will not need Admin permissions to add a new equipment, but you will need Admin permissions to view and manage the equipment list in the Admin tool.

    • Hours: Idle Hours / Operating: Enter the number of hours the equipment was operating and the total number of hours the equipment was idle.

    • Cost Code: Select from the drop-down menu the cost code associated with the entry. 

    • LocationSelect or enter a location from the Location drop-down menu.
      Note: You have the option to select an existing location from the list, or you can add a multi-tiered location to an item.

    • Inspected: Mark the checkbox if the equipment was inspected before operation.

    • Inspection Time: Enter the time the equipment was inspected by selecting the hour and minutes from the drop-down menus.

    • Comments: Enter any comments that may help clarify the entry.

  4. Click Create.

 

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