Add equipment items manually

Step 1: Enter general equipment information and rates

1. Go to Equipment.

   Alternatively, go to Cost DB.

2. In the Equipment Stats section, select the three-dot menu icon () in the Equipment Items row.
3. Select Add Manually.

4. Enter the alphanumeric equipment Code and Description.

   Both fields are required.

5. Optionally, select Choose file to upload an image for the item, such as a JPEG.
6. Select if this equipment item is Owned or Rented from the Ownership dropdown.
7. Optionally, if the equipment item is owned, enter the Asset #.
8. Optionally, update the default operating Hours Per Day.

   The default value is 8.

9. Optionally, select the Equipment Type.

   Administrators can add options in Settings () > Feature Settings > Cost DB / Equipment.

10. Optionally, enter the Serial # / VIN.
11. Optionally, update the number of Work Days Per Week for this equipment item.

    The default value is 5.

12. Optionally, enter the manufacturer, model, and body information in the Model and Body Information section.

13. Enter the Base Cost, Burden Cost, and Proposal/Bill rates for each of the following:

    • Run Time (RT)

      Applies to estimating and equipment timecards.

    • Idle Time (IT)

      Applies to equipment timecards only.

    • Down Time (DT)

      Applies to equipment timecards only.

    Proposal/bill rates are typically equal to or higher than the base and burden cost rates.

14. Optionally, if the equipment item is rented, enter the Daily, Weekly, and Monthly rental rates and add any comments.
15. Select Add & Next.

Step 2: Enter equipment spare parts

If this particular equipment will require maintenance periodically then please enter the known parts at this time. Otherwise, click the Skip button in the footer to continue.

• If you do not want to add spare parts, select Skip.

• To add spare parts, do the following:

  1. For each spare part, enter the following information:
     1. Enter the Component name.
     2. Optionally, enter the Make, Model, Serial #, or Comments.
  2. To add more spare parts, select Add New Line and repeat step 1.
  3. Select Add & Next.

Step 3: Add equipment classifications

You can categorize equipment using a cost coding structure.

• To skip this step, select Skip.

• To add classifications, do the following:

  1. For each classification code that you want to add, do the following:

     1. Select the Classification Type, such as your primary cost code system.

        Administrators can manage these options in Settings () > Company Settings > Cost Codes.

     2. Select the magnifying glass icon () next to the classification type to view the available codes.
     3. Optionally, select the right arrow next to a code to drill down to a lower level.

        Codes can be nested up to four levels deep.

     4. Select the code that you want to use for classification.

  2. To include more classifications, select Add New Line and repeat step 1.
  3. Select Finish.

  A message shows the number of classifications added successfully and those that failed.