Add Equipment Item Custom Fields

Permissions - Account Administrator

Equipment item custom fields allow you to capture additional information about equipment items, but at least one custom field of type drop-down or multi-pick list is required to establish the relationship between equipment and budget line items. For more information, see About Equipment and Cost Integration Settings.

To add equipment item custom fields

  1. Go to Equipment Management settings.

    2. For instructions, see Access Equipment Management Settings.

  2. Click the Custom Fields link.

    3. The Equipment Management Custom Fields page is displayed.

  3. Click Add Field.

    4. The Select Data Type page is displayed.

  4. Select the type of field you want to create, and then click Next.

    5. The Custom Field Details page is displayed.

  5. Enter the custom field name in the space next to Field Label.
  6. Complete all necessary fields.
  7. Click Next.

    8. The Field Summary page is displayed.

  8. Review the custom field details.

    9. If changes are not required, click Save.