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Procore

Project Equipment

 In Beta
This feature is currently available through a beta program. If you would like to participate in the beta, please reach out your Procore point of contact.

Procore's Equipment tool ensures all machines are optimally used and effectively managed from arrival to departure. The project's Equipment tool shows what equipment has been assigned to your project and is available for use in the project's Timesheets, Inspections, and Budget tools.

THE FEATURES
  • Track and manage your equipment information
  • Track time for your equipment in timesheets
  • See time entered for equipment in your budget
  • Create and scan QR codes
  • Perform equipment inspections
 In Beta
This feature is currently available through a beta program. If you would like to participate in the beta, please reach out your Procore point of contact.

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     In Beta
    This feature is currently available through a beta program. If you would like to participate in the beta, please reach out your Procore point of contact.

    Learn which user permissions are required to take the described actions in this tool.

     Important

    Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

    Permissions

       The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

    icon-mindtouch-table-check.png Users can take the action with this permission level.

    icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

    Action None Read Only Standard Admin Notes

    Add Equipment to Projects

     Web     iOS     Android
      check-green2.png check-green2.png  

    Check in Project Equipment

        iOS     Android

        check-green2.png check-green2.png  

    Create an Equipment Record in the Project Equipment Tool

     Web

        check-green2.png check-green2.png  

    Create an Inspection for Equipment

     Web     iOS     Android

      icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must also have 'Standard' level permissions or higher to the Inspections tool.

    Remove Equipment from Projects

     Web     iOS     Android

          check-green2.png  

    Scan an Equipment QR Code

     iOS     Android

      check-green2.png check-green2.png check-green2.png  

    View Equipment Details

     Web     iOS     Android

      check-green2.png check-green2.png check-green2.png  

     

     Legacy Content

    For the legacy Equipment experience, reference these permissions.

    Equipment

    The following table highlights which user permissions are required to perform the described user action.

    Note: Users will need 'Read-only' or above permissions on the Company level Equipment tool to access the Project level Equipment tool. 

    icon-mindtouch-table-mobile.png  - Denotes an action supported in Procore's iOS and/or Android mobile application.

    Task None Read Only Standard Admin
    Customize the Column Display in the Project Level Equipment Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
    Delete a Project Level Equipment Entry      icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
    Edit a Project Level Equipment Entry icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
    Export a Project Level Equipment List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
    Retrieve a Project Level Equipment Entry from the Recycle Bin      icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
    Search and Filter Project Level Equipment Entries icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
    View a Project Level Equipment Entry icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
    View the Change History of a Project Level Equipment Entry       icon-mindtouch-table-check.png

    'Standard' users can perform functions on equipment entries they have created.

    Below are the notable changes to the project level Equipment tool.

    Recent Changes

    Create Equipment Records in the Project's Equipment Tool (11/21/2024)

    You can create new equipment records in the project's equipment tool. Equipment records created in the project's tool are automatically added to the company's Equipment tool. See Create an Equipment Record in the Project Equipment Tool.

    Check in Equipment on a Job Site (11/13/2024)

    You can check in equipment for a project using the mobile app. After checking in, the equipment's record is added to the project's Equipment tool and the 'current project' field in the company's Equipment tool is updated to reflect the project where it was checked in. See Check In Project Equipment (iOS) and Check In Project Equipment (Android).

    Equipment Open Beta (10/14/2024)

    Procore's new Equipment tool ensures all machines are optimally used and effectively managed from arrival to departure. The company's Equipment tool is a registry of your company's owned or rented equipment for your job sites. When equipment is assigned to projects, it is added to the Project's Equipment tool where it can be used in Inspections, Timesheets, and your Budget. See Project Equipment to learn more.

    The new Equipment tool is available to customers through a beta program. If you would like to participate in the beta, please reach out your Procore point of contact.

     Legacy Content

    Release notes for the legacy Equipment experience are available below.

    Previous Changes