Manually Add Equipment Items

Step 1: General Equipment Information and Rates

  1. Click Cost DB or Equipment on the left menu.
  2. Navigate to the Equipment Stats section.
  3. Click the Actions (Actions icon.)icon.
  4. Click Add Manually.
  5. Enter the Equipment Code (alpha-numeric) and Description. Both are required fields.
  6. Optional: Select an Image file (ex. *.jpeg).
  7. Ownership: Select if this equipment is Owned or Rented.
  8. Optional: Enter the Asset # if the Equipment is Owned.
  9. Enter the default Operating Hours Per Day (ex. 8).
  10. Optional: Select the Equipment Type. Options can be added by admins in Settings | Feature Settings | Cost DB and Equipment.
  11. Optional: Enter the Serial or VIN #.
  12. Optional: Enter the number of work days per week for this equipment (ex. 5).
  13. Optional: All fields in the Model/Body Information section are optional.
  14. Enter the Base Cost, Burden Cost, and Proposal/Bill Rates for the following. The latter are usually equal to or greater than the Base and Burden Cost Rates.
    • Run Time (Applicable to Estimating and Equipment Timecards)
    • Idle Time (Applicable to Equipment Timecards Only)
    • Down Time (Applicable to Equipment Timecards Only)
  15. Optional: Enter the Daily, Weekly, and Monthly Rental Rates.
  16. Click the Add and Next button.

Step 2: 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.

  1. Navigate to the first row.
  2. Enter the Component name.
  3. Optional: Enter the Make, Model, Serial #, or Comments
  4. Repeat the previous two steps for any additional parts.

Note: Click Add New Line below the grid if more than five (5) parts will be added at this time.

Step 3: Equipment Classifications

If Equipment needs to be categorized by a cost coding structure then please do the following. Otherwise, click the Skip button in the footer to continue.

  1. Select the Classification Type (ex. your master cost code system). Options can be created by admins in Settings | Feature Settings | Cost Codes.
  2. Click the lookup icon (magnifying glass) shown to the right.
  3. Optional: Use the right arrow icon next to the code to drill down to a lower level.
  4. Click the Code to be used for classifying. Once selected, the system will automatically return to the Equipment Classifications listing.
  5. Optional: Repeat previous four steps to add another classification and code.
  6. Click the Finish button.