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Add or Remove Equipment from Projects in the Project level Equipment Tool

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Objective

To add or remove equipment from projects in the project's Equipment tool.

Background

After Equipment is created in your company's Equipment tool, you can add or remove equipment from your project. Equipment can be used in Inspections, Timesheets, and your Budget.

Things to Consider

Prerequisites

 Important

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.

Steps

  1. Navigate to the project's Equipment tool.
  2. Click Add and select Add from Company Register.
     Tip
    If an equipment record doesn't exist, you can also create one. See Create an Equipment Record in the Project's Equipment Tool.
  3. Mark the checkboxes for the equipment you want to add.
  4. Clear the checkboxes for the equipment you want to remove.
  5. Click the Add.