Steps to Add Equipment to the Cost Items Database

Steps to Add Equipment to the Cost Items Database

Navigation Path

Menu > Cost Items Database > Equipment Tab

Option 1: Add Equipment Manually

1. From the Main Menu, go to Cost Items Database.

2. Click on the Equipment tab.

3. Click on “Add Equipment”.

4. Fill in required fields such as:
   • Item Name
   • Item Type: Equipment
   • Assigned To
   • Unit, Quantity, Unit Cost
   • Cost Code (optional)
   • Maintenance details, notes, etc.
5. Click Save to complete the entry.

Option 2: Bulk Import Equipment (CSV Upload)

1. Go to the Equipment Tab inside the Cost Items Database.
2. Click View Import Template to download the sample CSV file.

3. Open the CSV and enter your equipment data:
   • Equipment name
   • Category
   • Units
   • Cost
   • Notes or maintenance info (optional)
4. Save the file on your device.
5. Return to Contractor Foreman and click Upload & Preview CSV.
6. Review the preview, then click Import to finalize.

Once Equipment Is Added…

You can now begin creating equipment logs!

Steps to Create an Equipment Log

1. Go to Menu > Equipment Logs.

2. Click Create a New Log.

3. Select the equipment from the dropdown (you can search by name or ID).
4. Enter all necessary info:
   • Log Date
   • Project
   • Operator
   • Beginning/Ending Hours
   • Fuel, Water, Lube Inspections
   • Maintenance Notes or Flags

5. Click Submit to save the log.

Important Notes

• If your equipment doesn’t appear in the Equipment Log dropdown, double-check that it was successfully added to the Cost Items Database under the Equipment tab.
• Be sure to assign correct units and cost codes during equipment setup to enable accurate cost reporting.

Summary Workflow

Menu > Cost Items Database > Equipment > Add or Import Equipment → Menu > Equipment Logs > Create Log