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 add Equipment time, users will need Create permissions for Time Center
Just like how we create time entries and track a user's time, we can record time for items of equipment or associate them as a part of a user's timecard. In order for an item to be available for time tracking, you will need to enable this from the equipment tab, or during setup, you can enable a checkbox option.
2 Methods of Enabling Equipment Tracking
Enabling Equipment Tracking via Equipment ID:
Click on the equipment ID to access the equipment profile.
Navigate to the "Profile" tab within the equipment profile.
Look for the checkbox labeled "Time Tracking?" and ensure it is selected to enable time tracking for the equipment.
β
β
Enabling Equipment Tracking from the Equipment List:
From the equipment list, select multiple equipments by checking the checkboxes next to their respective entries.
Click the "Actions" drop-down menu located at the top or side of the equipment list.
Choose the "Bulk Edit" option from the drop-down menu.
In the bulk edit interface, locate the "Time Tracking?" field.
Save the changes to enable time tracking for the selected equipment.
β
β
Remember:
Equipment in timecards: You have the option within the timecard settings to make equipment in a timecard optional, required, or disabled for a user.
Timecard options: Equipment time cards will have all the same fields as a user's timecard like Cost code, Geo fence, Work Type, duration, and so on.