Create an Equipment Record in the Company Equipment Tool

To create equipment records in the company's Equipment tool.

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 job sites. When equipment is assigned to projects, it is added to the Project's Equipment tool where it can be used in Inspections, Timesheets, Daily Log, T&M Tickets, and your Budget.

• Required User Permissions

• You can add a maximum of (10) attachments to a record.

• Categories and Types must be configured in advance. See Configure Equipment Categories, Types, and Makes.

• Options for the 'Make' field are configured in the tool's settings. See Configure Equipment Categories, Types, and Makes.

• Custom statuses are configured in the tool's settings. See Configure Custom Statuses for Equipment.

1. Navigate to the company's Equipment tool.

2. Click Create.

3. Enter the equipment information.

   • Specification Information* Category. The equipment category.* Type. The equipment type.* Make. The equipment make.* Model. The equipment model.* Serial Number. The serial number.* Year. The year the equipment was built.

   • General Information* Equipment ID. The equipment ID.* Equipment Name. The name of the equipment.* Rate per hour. The cost of the equipment per hour.* Status. The status of the equipment.* Ownership. Whether the equipment is owned, rented, or subcontracted.* Vendor Name. The name of the equipment vendor.* Rental Start Date. The start date for the equipment rental.* Rental End Date. The start date for the equipment rental.* Notes

   • Attachments1. Click Attach File and select the file from your computer.
     OR
     Drag and drop one or more files into the 'Drag and Drop' box.

4. Click Save and Next.

5. Mark the checkboxes to assign the equipment to projects and click Save.
   OR
   Click Skip.