Adding and Managing Equipment for a Project in Ontraccr

🚜 Adding and Managing Equipment for a Project in Ontraccr Overview
 

Need to track equipment usage on your projects?

Ontraccr makes it easy to assign existing equipment or add brand new equipment to each project — including forecasting how long it'll be on site.

🎯 Why Add Equipment to Projects?

• Track which equipment is assigned to which project.
• Plan usage timelines for better forecasting.
• Link equipment to job costing and budget tracking.
• Easily access equipment details, files, and history.

🛠️ How to Add Equipment to a Project

In the Equipment step (Step 4) while creating or editing a project:

➕ Step 1: Enable Equipment Tracking

• Check the Add Equipment box to activate the table view.

🏗️ Step 2: Add Equipment

You have two options:

🔄 Add Existing Equipment

• Click Add Existing.
• A list of your company's equipment database appears.
• Select one or multiple items by checking the boxes.
• Click Submit to assign them to the project.

✅ Best for most situations if your equipment is already tracked in Ontraccr.

✍️ Add New Equipment

If the equipment doesn't exist yet:

• Click Add New.
• Fill in the equipment profile:
  • Name (🔴 Required)
  • Division (inherited from the project)
  • ID (optional)
  • Type (optional)
  • Status (🔴 Required)
  • (Optional) Labels, Assigned User, Cost Code, Cost & Billing Rates
  • (Optional) Upload Files related to the equipment.
• Click Submit to save.

🧠 Tip: Files could include manuals, certifications, or maintenance logs.

📅 Forecasting Equipment Usage Dates

For each piece of equipment added:

• Click the Add Date button.
• Set a Start Date and End Date for when the equipment will be on-site.

✅ Helps you plan equipment transfers between projects and avoid downtime!

🛠️ Managing Equipment After Adding

• You can remove assigned equipment by clicking the Bin icon next to it.
• If you need to edit equipment details, you must go into the full equipment profile (available after assignment).

🧠 Important Rules & Tips

Division Locked In:

Equipment inherits the division of the project and cannot be changed during assignment.

Statuses Are Mandatory:

You must select a status (e.g., Active, In Repair, Decommissioned) when adding equipment.

Use Labels for Better Organization:

Labels make equipment easier to search and categorize later!

✅ Example Scenario

You're kicking off a new construction site and need to allocate:

• 2 Excavators
• 1 Crane
• 4 Portable Generators

You use Add Existing, forecast their presence from May 1st to August 30th, and instantly set your project up for tracking!

🚀 Summary

Assigning and tracking equipment inside Ontraccr ensures better planning, cost tracking, and resource management.

It’s simple to manage your entire equipment lifecycle directly through each project!