Equipment Setup Guide

• Update a Single Piece of Equipment

• Bulk Update Equipment

Update a Single Piece of Equipment

1. Navigate to the company's Equipment tool.

    Tip

   You can edit the 'Status' and 'Onsite' columns inline, by clicking the field and making your selection.

2. Hover over the equipment record and click the edit icon.
   Note:

   • To set groups, the must first be configured in the Resource Planning tool. See Configure Groups for Resource Planning.

   • 'Assignee' is the user listed in the Company Directory who is responsible for the equipment.

3. Update the equipment information.

4. Click Save.

Bulk Update Equipment

1. Navigate to the company's Equipment tool.

2. Mark the checkbox for the relevant equipment.

3. Take any of the following steps:

   • Add to Projects

     1. Click Add to Projects.

     2. Mark the checkbox for each project, then click Add.

   • Update Status

     1. Click Status and select the relevant status.

   • Update Onsite Status

     1. Click Add to Projects.

     2. Mark the checkbox for each project.

     3. Move the 'Onsite' toggle ON for each project.

     4. Click Add.