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Procore

Import Equipment Records to the Company Equipment Tool

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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 import equipment records to the company's Equipment tool.

Background

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 and your Budget.

Things to Consider

Steps

  1. Navigate to the company's Equipment tool.
  2. Click Download Excel Template to download the template.
  3. Enter your equipment information into the spreadsheet and save the file.
  4. Click Upload .xlsx File and select the file.
    OR
    Drag and drop the file from you computer to the upload box.
  5. Click Upload.