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Set 'on-site' field for Equipment

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Background

You can assign Equipment to multiple projects and track which one currently has the Equipment 'on-site'.

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 In Beta

Procore administrators can enable the Equipment - geofence & telematics based project tracking beta in Procore Explore. (US 1 | US 2 | UK)

In the Project level location tool, you can set up site boundary location to create geofence.

After you set up geofence, you can configure automated project tracking to automatically update the Equipment 'on-site' field via a telematics connection. When an Equipment GPS location is detected inside our outside the geofence, the system update the Equipment's on-site field accordingly.

 

 Tip
To see all projects Equipment is assigned to, see View Equipment project assignments.

Things to Consider

Prerequisites

Steps

  • Set a Single Record

  • Bulk Set Equipment

Set Equipment Onsite

  1. Navigate to the company or Project level Equipment tool.

  2. Inline, click the field in 'on-site' column.

    • Company Level

      • Select the project to mark the Equipment on-site or click the X to remove it from on-site.

    • Project Level

      • Select Yes or No to indicate if Equipment is on-site.

Set Equipment on-site in bulk

  1. Navigate to the company or Project level Equipment tool.

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

  3. Mark Equipment on-site accordingly:

    • Company Level

      1. Click Add to projects.

      2. Select the projects.

      3. Optional: For each project, move the toggle Icon Toggle On ON if the Equipment has arrived on-site.

      4. Click Add.

    • Project Level

      1. Click the on-site drop-down menu and select Yes or No.

See Also