About Equipment and Cost Integration Settings

To integrate the Equipment Management feature with the Cost module, the following configuration settings need to be completed:

1. Create Budget Line Item Custom Fields
2. Create Equipment Item Custom Fields
3. Establish Equipment and Budget Item Association

Budget line item and equipment item custom fields are necessary if you plan to associate equipment items to your budget. Doing so allows you to incorporate equipment purchases into the overall project budget. Only a single budget line item custom field is required to establish this relationship. The custom field can only be of type drop-down or multi-pick list.

The values of the equipment item custom field used to establish this relationship should be identical to the values created for the budget line item custom field. In practice, the corresponding values of the budget line item and equipment item custom fields will associate these entities to another.