Procore's 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 worksites. When equipment is assigned to projects, it is added to the Project's Equipment tool where it can be used in Inspections, Timesheets, Site Diary, Daywork Sheets, and your Budget.
The Equipment tool provides team members on a construction project with the ability to capture and record plant & equipment information as it arrives on site and performs a plant induction checklist to ensure it is fit for purpose prior to use on-site.
There are no items that match your search query.
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.
For the legacy Equipment experience, reference the following documentation:
Reference these FAQs for the legacy Equipment experience:
Learn which user permissions are required to take the described actions in this tool.
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.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
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 or Remove from Equipment from Projects |
![]() ![]() ![]() |
![]() ![]() ![]() |
|||
Configure Categories, Types, and Makes |
![]() ![]() ![]() |
||||
Configure Columns for Equipment |
![]() ![]() ![]() |
![]() ![]() ![]() |
![]() ![]() ![]() |
||
Configure Custom Statuses for Equipment |
![]() ![]() ![]() |
||||
Create an Equipment Record |
![]() ![]() ![]() |
![]() ![]() ![]() |
|||
Delete an Equipment Record |
![]() ![]() ![]() |
![]() ![]() ![]() |
|||
Disconnect an Equipment Telematics Connection |
![]() ![]() ![]() |
||||
Edit an Equipment Record |
![]() ![]() ![]() |
![]() ![]() ![]() |
|||
Edit Vendor for Rented Equipment |
|
|
Users also need 'Read Only' level access or higher to the company's Directory. | ||
Generate QR Codes for Equipment |
![]() ![]() ![]() |
![]() ![]() ![]() |
![]() ![]() ![]() |
||
Import Equipment |
![]() ![]() ![]() |
![]() ![]() ![]() |
|||
Recover Equipment Records from the Recycle Bin |
![]() ![]() ![]() |
![]() ![]() ![]() |
|||
Scan QR Codes for Equipment |
![]() ![]() ![]() |
![]() ![]() ![]() |
![]() ![]() ![]() |
||
Search, Sort, and Filter Equipment |
![]() ![]() ![]() |
![]() ![]() ![]() |
![]() ![]() ![]() |
||
Set Current Project |
![]() ![]() ![]() |
![]() ![]() ![]() |
|||
Sync Equipment Telematics Data |
![]() ![]() ![]() |
||||
View Change History |
![]() ![]() ![]() |
![]() ![]() ![]() |
|||
View Equipment Details in the Company Equipment Tool |
![]() ![]() ![]() |
![]() ![]() ![]() |
![]() ![]() ![]() |
||
View Equipment on the Map in the Company Equipment Tool |
![]() ![]() ![]() |
![]() ![]() ![]() |
![]() ![]() ![]() |
||
View Equipment Project Assignments |
![]() ![]() ![]() |
![]() ![]() ![]() |
For the legacy Equipment experience, reference these permissions.
The following table highlights which user permissions are required to perform the described user action.
1 Users with 'Standard' permission can only perform the task on the equipment entries they create.
Below are the notable changes to the Company level Equipment tool.
You can now bulk assign equipment to projects. The ‘Current Project' column has been updated to ‘Onsite’ and you can now mark single or multiple equipment records on site. Additionally, you can associate rented or subcontracted equipment with vendor in your Company level Directory. See Add Equipment to Projects and Edit Company Equipment.
Customers can define custom equipment statuses, enhancing workflow management for tasks such as maintenance, rentals, check-ins, check-outs, and equipment call-offs. Additionally, you can now edit the ‘Status' and ‘Onsite’ fields directly inline the Equipment registry. See Configure Custom Statuses for Equipment and and Edit Company Equipment.
Procore's new Equipment tool ensures all machines are optimally used and effectively managed from arrival to departure. The Equipment tool enables you to build a registry of your company's owned or rented equipment for your worksites. When equipment is checked in or assigned to projects, it’s added to the Project's Equipment tool for use in Inspections, Daywork Sheets, Timesheets, and the Budget. See Company Equipment to learn more.
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 worksites. When equipment is assigned to projects, it will be added to the Project's Equipment tool where it can be used in Inspections, Timesheets and your Budget. See Company Equipment to learn more.
The new Company 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.
Release notes for the legacy Equipment experience are available below.