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Procore

Configure Advanced Settings: Company Equipment

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 In Beta
This feature is currently available through a beta program. If you would like to participate in the beta, please reach out your Procore point of contact.

Objective

  • To configure advanced settings in the company's Equipment tool.

Background

In the company's Equipment tool settings, you can configure your equipment categories, types and makes. These options will be provided when creating and editing equipment records in the Equipment tool.

Things to Consider

  • Required User Permissions
  • You can only delete categories, types or makes if they are not currently assigned to an equipment record.

Steps

  1. Navigate to the company's Equipment tool.
  2. Click the configure settings icon-settings-gear-grey3.png icon.

Category and Type Configuration

  1. Under the 'Category & Type' tab, enter a category of equipment.
  2. Click Create.
  3. Under the category, enter the type of equipment.
  4. Mark the Active tickbox to make the option available when creating and editing equipment records.
  5. Click Create.
  6. Click the caret icon-expand-materials-esticom.png next to the category to expand the section and see the available types.
    Note: Click the delete icon-delete-trash6.png icon to remove available options.

Make Configuration

  1. Click the 'Make Configuration' tab.
  2. Enter the make for the equipment.
  3. Click Create.
  4. Under the make, enter the model and select the type.
  5. Mark the Active tickbox to make the option available when creating and editing equipment records.
  6. Click Create.
  7. Click the caret icon-expand-materials-esticom.png next to the make to expand the section and see the available models.
    Note: Click the delete icon-delete-trash6.png icon to remove available options.