Set Current Project for Equipment
Objective
To set the current project to show where equipment is onsite in the company's Equipment tool.
Background
You can assign equipment to multiple projects and mark its current project to see where the equipment is onsite when viewing the company's Equipment register.
Tip
To see all projects equipment is assigned to, see View Equipment Project Assignments.
Things to Consider
- 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).
Prerequisites
- The field must be enabled on the table. See Configure Columns for the Company Equipment Tool.
Steps
Set Equipment Onsite
- Navigate to the company's Equipment tool.
- Inline, click the field in 'Onsite' column and select the project.
- Mark the tickboxes for the relevant equipment.
- Click Onsite and select Yes or No.
Bulk Set Equipment Onsite
- Navigate to the company's Equipment tool.
- Mark the tickboxes for the equipment you want to assign.
- Click Add to Projects.
- Select the projects.
- Optional: For each project, move the toggle
ON if the equipment has arrived onsite. - Click Add.