Configure Project for External Equipment Management

Permissions - Admin and Update Project Details

A project can be configured to use Equipment Manager strictly for budgeting and viewing the equipment list and the status of equipment items in e-Builder. When this setting is enabled, the equipment list cannot be compiled or managed in e-Builder, but items can still be tied to the budget. An account or project administrator is able to complete this task.

To configure a project for external equipment management

  1. Go to the Project Details page.

    2. For instructions, see Access Project Details page.

  2. Click Edit.
  3. Scroll down and click the Settings tab.
  4. In the Equipment Management Tools Integration field, click Yes.
  5. Click Save.