Equipment

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools.

Permissions

| | The action is available on Procore's Web, iOS, and/or Android application.

Icon Mindtouch Table Check Users can take the action with this permission level.

Icon Mindtouch Table Check Gp Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Equipment Tutorials
Action

None

Read Only

Standard

Admin

Notes

Add or Remove from Equipment from Projects
Web

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  • Transfer Equipment Between Projects/ Assign Equipment to Projects

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  • Transfer Equipment Between Projects/ Assign Equipment to Projects

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Configure Categories, Types, and Makes
Web

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Configure Columns for Equipment
Web

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Configure Custom Statuses for Equipment
Web

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Configure Telematics for Caterpillar
Web

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Configure Telematics for John Deere
Web

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Configure Telematics for Samsara
Web

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Configure Telematics for United Rentals
Web

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Create a Maintenance Record
Web

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Create an Equipment Record (Owned)
Web

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  • Create Owned Equipment

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  • Create Owned Equipment

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Create an Equipment Record (Rented, Subcontracted)
Web

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  • Create Rented / Subcontracted Equipment

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  • Create Rented / Subcontracted Equipment

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Users also need 'Read Only' level permissions or higher to the Company Directory tool.

Delete an Equipment Record
Web

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Disconnect an Equipment Telematics Connection
Web

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Edit Equipment (Assignee Field)
Web

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Users also need 'Read Only' level permissions or higher to the Company Directory tool.

Edit Equipment (General Information)
Web

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Edit Equipment 'On Site' Field
Web

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  • Adjust the 'Onsite' Field by Setting, Checking, or Toggling It

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  • Adjust the 'Onsite' Field by Setting, Checking, or Toggling It

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Edit Equipment Status
Web

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  • Update the Equipment Status

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  • Update the Equipment Status

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Edit Vendor for Rented Equipment
Web

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  • Create Rented / Subcontracted Equipment

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  • Create Rented / Subcontracted Equipment

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Users also need 'Read Only' level access or higher to the company's Directory.

Generate QR Codes for Equipment
Web

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Import Equipment
Web

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Recover Equipment Records from the Recycle Bin
Web

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Search, Sort, and Filter Equipment
Web

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Set Current Project
Web

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Sync Equipment Telematics Data
Web

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View Change History
Web

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View Equipment Details in the Company Equipment Tool
Web

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View Equipment on the Map in the Company Equipment Tool
Web

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  • View Equipment Location on Maps

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  • View Equipment Location on Maps

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View Equipment Project Assignments
Web

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Legacy

 Legacy Content

For the legacy Equipment experience, reference these permissions.

The following table highlights which user permissions are required to perform the described user action.

Company Equipment Tutorials
Action

None

Read Only

Standard

Admin

Add a Project Log to a Company Level Equipment Entry

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Configure Advanced Settings: Company Level Equipment Tool

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Create a Company Level Equipment Entry 1

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Customize the Column Display in the Company Level Equipment Tool

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Delete a Company Level Equipment Category or Type

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Delete a Company Level Equipment Entry 1

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Delete a Company Level Equipment Make or Model

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Edit a Company Level Equipment Category or Type

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Edit a Company Level Equipment Entry 1

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Edit a Company Level Equipment Make or Model

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Import Company Owned Equipment

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Perform Bulk Actions in the Company Level Equipment Tool

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Prepare Company Owned Equipment for Import

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Retrieve a Company Level Equipment Entry from the Recycle Bin 1

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Search and Filter Company Level Equipment Entries

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Set Up Default Equipment

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View a Company Level Equipment Entry

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View the Change History of a Company Level Equipment Entry

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1Users with 'Standard' permission can only perform the task on the equipment entries they create.

Directory
ERP Integrations