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Configure Advanced Settings: Company Level Equipment Tool

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Objective

To set preferences for the company’s Equipment tool.

Background

You can configure certain settings in the Company level Equipment tool that will then be used in the Project level Equipment tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company’s Equipment tool.
  • Additional Information:
    • An equipment type or model cannot be deleted if it is tied to a company or project level equipment entry. 
    • An equipment category cannot be deleted until all types tied to it have been deleted.
    • A piece of equipment cannot be deleted until all models tied to it have been deleted.
    • You will be able to edit a category, type, make and model at any time

Prerequisites

  • You must be a Procore customer in Australia or New Zealand. 
  • Your company's Procore Administrator must submit a request to add the Equipment tool to your company's Procore point of contact.

Steps

Category & Type Configuration

  1. Navigate to the company's Equipment tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Under 'Settings', click Category & Type Configuration.
    Note: This page is defaulted to open upon clicking the Configure Settings icons-settings-gear.png icon.

    plantcomp-settingscat.jpg
  4. Under 'Equipment Category', enter in any equipment categories you want to add to your company and projects Equipment items list,(e.g. Earth Moving).
  5. Click Create.
  6. Under each category name, enter a type (such as Excavators).
  7. Click Create.
    Your changes are automatically saved.

Make Configuration

  1. Navigate to the company's Equipment tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Under 'Settings', click Make Configuration.

    plantcomp-advancedsettings.jpg
     
  4. Under 'Equipment Make', enter in any equipment makes you want to add to your company and projects equipment item list (for example, Caterpillar).
  5. Click Create.
  6. Under each make name, enter a model (such as 211B).
  7. Click Create.
    Note: When you are done adding makes and models, changes are automatically saved, so you can click out of the page by clicking Back.

Set User Permissions

  1. Navigate to the company's Equipment tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Under 'Settings', click Permissions Table.

    permissions table equipment1.jpg
     
  4. Set the access permission level for the tool's users by clicking the icon in the permission column until the GREEN mark appears.

    timesheets permissions.jpg
    ​

    The colour-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

    Icon Colour Definition
    green-check.png GREEN The user has been granted this access permission level to the tool.
    red-x.png RED The user has NOT been granted this access permission to the tool.
    grey-x.png GREY The user is either a Procore Administrator or has been granted permissions to the Procore tools in this company using a permissions template (see What is a permissions template?). To change the user's permission level to this tool, see Manage Company Permissions Templates.