Company Equipment - Tutorials
Tip
To set up equipment for Site Diary, Inspections, Daywork Sheets and timekeeping, see the Company Equipment Setup Guide.
For how to use Equipment at the project level, see Project Equipment and the Equipment User Guide for additional documentation.
- About the Equipment Tool
- Add or Remove Equipment from Projects in the Company Equipment Tool
- Company Equipment Setup Guide
- Configure Columns for the Company Equipment Tool
- Configure Custom Statuses for Equipment
- Configure Equipment Categories, Types, and Makes
- Create an Equipment Record in the Company Equipment Tool
- Delete an Equipment Record in the Company Equipment Tool
- Edit an Equipment Record in the Company Equipment Tool
- Generate and Print QR Codes for Equipment
- Import Equipment Records to the Company Equipment Tool
- Recover Equipment Records from the Recycle Bin in the Company Equipment Tool
- Search, Sort, and Filter Equipment in the Company Equipment Tool
- Set Current Project for Equipment
- View Equipment Details in the Company Equipment Tool
- View Equipment Project Assignments
Legacy Content
For the legacy Equipment experience, reference the following documentation:
- Add a Project Register to a Company Level Equipment Entry
- Configure Advanced Settings: Company Level Equipment Tool
- Create a Company Level Equipment Entry
- Customise the Column Display in the Company Level Equipment Tool
- Delete a Company Level Equipment Category or Type
- Delete a Company Level Equipment Entry
- Delete a Company Level Equipment Make or Model
- Edit a Company Level Equipment Category or Type
- Edit a Company Level Equipment Entry
- Edit a Company Level Equipment Make or Model
- Import Company Owned Equipment
- Perform Bulk Actions in the Company Level Equipment Tool
- Prepare Company Owned Equipment for Import
- Prepare Company Owned Equipment for Import
- Retrieve a Company Level Equipment Entry from the Recycle Bin
- Search and Filter Company Level Equipment Entries
- Set Up Default Equipment
- View a Company Level Equipment Entry
- View the Change History of a Company Level Equipment Entry