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Create Equipment Entries

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Objective

To create Equipment entries in the project's Site Diary tool.

Background

The Equipment section tracks the hours that certain equipment or machines were used on the project, what time the equipment was inspected and the cost code related to them.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Site Diary tool.
  • Additional Information:
    • Manage any equipment added to this section by viewing the Equipment list on the Equipment page of the Admin tool.
      Note: Requires 'Admin' permissions on the Admin tool.

Steps

  1. Navigate to the project's Site Diary tool.
  2. Scroll to the Equipment section.
  3. Enter the following information:
    Fields with an asterisk (*) are required.

    • Attachments: Attach any additional files to the entry. Click Attach File(s) and then drag-and-drop a file from your computer to the Drag and Drop your File(s) area or click Upload Files to select a file from your computer. Once you save your item, users will be able to view the attachment in Procore's viewer or download the attachment. 

    • #: This uneditable field counts the number of entries in a section (e.g. the first entry created will be # 1, and the second entry will be # 2).

    • Equipment Name: Enter the name of the equipment for which you're creating an entry. 

      Note: If the equipment you want to add is not in the list, type the name of the equipment and press ENTER to add it to the entry. This will also add the equipment to your project's Equipment list in the Admin tool. You will not need Admin permissions to add new equipment, but you will need Admin permissions to view and manage the equipment list in the Admin tool.

    • Hours: Idle Hours / Operating: Enter the number of hours the equipment was operating and the total number of hours the equipment was idle.

    • Cost Code: Select from the drop-down menu the cost code associated with the entry. 

    • Location: Select a location from the Location drop-down menu.
      Note: If the project allows for locations to be created from other tools, you can also create a new location to select. See How do I add a multi-tiered location to an item?

    • Inspection Time*: Enter the time the equipment was inspected by selecting the hour and minutes from the drop-down menus.

    • Comments: Enter any comments that may help clarify the entry.

  4. Click Create.