The Equipment Manager module can be used in a number of ways. Equipment lists can be compiled and managed in e-Builder, integrated with the project budget, or if a third-party equipment planning tool is used, this module can simply be used to expose the details and the status of those items by way of importing equipment lists into e-Builder.
To integrate equipment items with costs, account administrators have to create corresponding custom fields for both equipment items and budget line items; and then complete the mappings for these two custom fields. For more information and instructions, see About Equipment and Cost Integration Settings. When identical values are selected for both equipment and budget item custom fields, the corresponding item will show up on the Equipment tab throughout certain pages of the Cost module (Line Item Details Page, Edit Line Item Page). Furthermore, users will then be able to choose equipment items to add to commitments. Doing so provides a more accurate view of project costs.
Related Topics: