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Procore

Set Up Default Equipment

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 Note

flag-australia.png The (Legacy) Equipment tool was developed specifically for use by Procore customers in Australia and New Zealand. For documentation, visit the  icon-external-link.png Company Level Equipment page and icon-external-link.png Project Level Equipment page on the Australia (English) instance of the Procore Support Site.

Objective

To import equipment taxonomy into the Company level Equipment tool.

Background

To help save time, you can import 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 level Equipment tool.

Steps

  1. Navigate to the company's Equipment tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Select one of the following:
    • Import Default List: Select this option to use Procore's default list of categories, types, makes and models as the basis for your company's list. 
      1. In the 'Import Categories & Types' window, select which categories and types you would like to add to your company.
        Notes:
        • You can bulk select all types of a category by marking the box next to the Category name.
        • Makes and Models will be automatically imported when their corresponding Categories and Types have been selected.
      2. Click Import.
    • Create From Blank: Select this option to manually add custom Categories and Types. See Configure Advanced Settings: Company Level Plant Tool for more information.