Equipment Items Page Overview

Use the equipment items filter to narrow equipment item results. This filter can be collapsed to increase screen real estate.

• Item Name: To filter for a specific equipment item, enter the name of the item in this field.
• Manufacturer: To filter for equipment items made by a particular company, enter the name of the manufacturer in this field.
• Department: To filter for specific receiving departments, enter the name of the department that would have received the item in this field.
• Ship to: To filter for a specific location, enter the address or location that items were shipped to.
• Budget Line: To filter for equipment items that are tied to a particular budget line item, click this drop-down arrow to make a selection.
• Commitment Number: To filter for equipment items that are tied to a particular commitment, enter the commitment number in this field.
• Model: To filter for a particular model, enter the model name or number in this field.
• Vendor: To filter for equipment items distributed by a particular vendor, enter the name of the vendor in this field.
• Room Number: To filter for equipment items sent to or stored in a particular room, enter the room number in this field.
• Date Required On Job: To filter for equipment items that are required to be installed by a certain date, enter the date range in these fields.
• Associated To Commitment Item: To filter for equipment items that are associated to or excluded from a commitment item association, click the drop-down arrow and select yes or no.
• Commitment Status: To filter for equipment items that are associated to a commitment of a particular status, click this drop-down arrow to select the status to filter by.
• Clear: Click to clear the filter.
• Filter: Click to filter by entered criteria.

• Add Item: Click to open the Add Equipment Item Details page and manually enter the details of a new equipment item. For instructions, see Add Individual Equipment Items.

  This option is only available if the project is NOT configured to use an external. equipment management tool. See About Equipment and Cost Integration for more information.

• Delete Item: Click to delete selected equipment items.

  This option is only available if the project is NOT configured to use an external. equipment management tool. See About Equipment and Cost Integration for more information.

• Update Dates: Click to update the date that equipment items are required to be installed at the job site for selected equipment items. If multiple items have an identical Date Required on Job date, select these items and then click this button.

  This option is only available if the project is NOT configured to use an external. equipment management tool. See About Equipment and Cost Integration for more information.

• Item Number: This column displays the item number. Click the item number to open the Equipment Item Details page.
• Item Name: This column displays the name of the item. Click the item name to open the Equipment Item Details page.
• Model: This column displays the item's model name and/or number.
• Manufacturer: This column displays the manufacturer's name.
• Department: This column displays the department the item was delivered to.
• Room Number: This column displays the room number that the item was delivered to.
• Date Required on Job: This column displays the date that the item is required to be installed at the job site.
• Need by Date: This column displays the date by which the item should be received.