Add Equipment Item Custom Fields for Cost Integration

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 Cost Integration Settings.

To create equipment item custom fields

  1. Go to the Setup.
  2. In the Administration Tools section, click Equipment Management.
  3. Click Custom Fields.
  4. The Equipment Item Custom Fields page is displayed.

  5. Click Add Field.
  6. Click the Drop Down List or Multiple Pick List radio button and click Next.
  7. Enter values for this drop-down list custom field in the Drop Down List field.
  8. Complete all other necessary fields.
  9. Click Next to preview the field.
  10. Click Save.