Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to export equipment, users will need View permissions for Equipment
You may want to keep a list of your equipment outside of SiteMax, so you can export your equipment informations into a CSV file. Below are two ways of exporting Equipment in SiteMax:
From the Dashboard
If you want to export equipment across the company.
In the Dashboard, locate and click on the "Equipment" section.
From the list of equipment, select the specific equipment items you want to export. You can choose multiple items by selecting the checkboxes next to each equipment entry.
Once you have selected the desired equipment, click on the "Actions" button located at the upper right corner of the page. A drop-down menu will appear.
Select the "Export CSV" option.
From the Project
If you want to export equipment specifically assigned to a project.
Select the specific project for which you want to export equipment data.
Within the selected project, locate and click on the "Equipment" section.
Select the equipment entries that you wish to export. You can select multiple items by checking the checkboxes next to each equipment entry.
After selecting the desired equipment, click on the "Actions" button located at the upper right corner of the page. A drop-down menu will appear.
Choose the "Export CSV" option.
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