---
title: "Adding and Managing Equipment for a Project in Ontraccr"
url: "https://help.ontraccr.com/en/article/adding-and-managing-equipment-for-a-project-in-ontraccr"
language: "en"
last_updated: "2025-06-06T23:07:55.991Z"
---

# 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.

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## 🎯 **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.

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## 🛠️ **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.

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### 🏗️ **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.

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### ✍️ **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.

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## 📅 **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!

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## 🛠️ **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).

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## 🧠 **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!

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## ✅ **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!

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## 🚀 **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!