Adding Equipment to a Project or Service

  • To access the Schedule, navigate to the main lefthand menu and open the module Schedule.
  • To add equipment to the schedule click on the drop-down menu titled Actions and select + Add To Schedule.
  • Choose the event type labelled Equipment in the lefthand menu then click on the category of equipment you would like to add.
  • Click through the subcategories until you have reached the asset list you are looking for then add the piece of equipment to the schedule under the parent (project or service) event.