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To Work with Equipment Records

You can create equipment records, equipment categories, and equipment statuses.

Create Equipment Records Manually

  1. Click Equipment .
  2. Click (+) Add at the top of the screen.
  3. In the Add Equipment dialog, enter the required name and fill in other fields as needed.
  4. Click Save.

Export Equipment Records to an Excel File

  1. Click Equipment .
  2. Choose More Actions > Export All.
  3. The existing equipment list is exported to Excel.
  4. Make any required changes and save the Excel file locally.
  5. Choose More Actions > Import.
  6. Click Choose File and browse to the saved Excel file, and then click Start Import.

Import Equipment Records from an Excel File

  1. Click Equipment .
  2. Choose More Actions > Import.
  3. If you do not have a properly formatted spreadsheet, click Download A Sample and enter your information in the spreadsheet. Rename and save the file.
  4. Click Choose File to navigate to your spreadsheet and click Open. Then click Start Import.

Create an Equipment Status

  1. Click Profile menu > Project Admin.
  2. Click Equipment > Statuses tab.
  3. Enter the name of the new status and click (+) Add.

Create an Equipment Category or Type

  1. Click Profile menu > Project Admin.
  2. Click Equipment > Types tab.
  3. Click Edit and enter the name of the new category.
  4. To enter a type in the category, enter a name and click (+) Add.
  5. Click Done.

If you make a mistake, select a category in the list, click Delete, and click Done. When you delete a type, you are prompted to set a new one for any equipment using that type.

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