Equipment Setup Guide

You can assign equipment to multiple projects and track which one currently has the equipment 'onsite'.

• Required User Permissions

• If equipment is checked in for a project from the field, the current project is automatically updated. See Check In Project Equipment (iOS) or Check in Project Equipment (Android).

• Beta

  Company Administrators can enable the Resource Management: Q3 Improvements early access program in Procore Explore. (US 2 | UK)
  
  

  
  For customers without telematics, equipment marked 'Onsite' can be viewed on the Equipment map. The map pin will reference the project's address.

• Set a Single Record

• Bulk Set Equipment

Set Equipment Onsite

1. Navigate to the company's Equipment tool.

2. Inline, click the field in 'Onsite' column and select the project.

3. Mark the checkboxes for the relevant equipment.

4. Click Onsite and select Yes or No.

Bulk Set Equipment Onsite

1. Navigate to the company's Equipment tool.

2. Mark the checkboxes for the equipment you want to assign.

3. Click Add to Projects.

4. Select the projects.

5. Optional: For each project, move the toggle ON if the equipment has arrived onsite.

6. Click Add.