Introduction:
The Edit Equipment Move History page is a versatile tool designed to manage and update equipment assignments for projects, ensuring accurate tracking of billable hours. This feature is essential for inserting missing assignments when equipment is not automatically assigned to a project or for updating existing assignments. Users can efficiently adjust the project name, modify assignment dates, or add new project associations as needed. By using this page, teams can maintain precise records of equipment usage, location, streamline project management, and ensure alignment with billing requirements.
Navigation:
To access this feature:
Go to: Manage > Equipment > Edit Equipment Move History.
Note: This report will search individual pieces of equipment only.
How to Insert or Update project assignment history.
Start by selecting a piece of equipment from the Equipment dropdown menu.
Choose a start date.
If no start date is specified, the last year will be used.
Click the blue box Submit.
The report will display Equipment Information on the left side of the screen. On the right side of the screen a list of assignments will appear.
Insert:
Use the Insert to add missing project assignments.
Click on the Insert button.
A new line will appear just below the Insert box.
Use the dropdown menu to select the missing Project.
Select the Start and End Dates when the equipment was inside the project geo-zone.
Click Insert
Review the changes highlighted in blue.
Click Make Changes if you need to make a change.
Click Save Update to complete the assignment.
Repeat this process for each piece of equipment.
Update:
Use the Update to alter an assignment.
Click the Update button on the line you want to update.
The user can adjust the Project and the Start/End dates.
Click Update.
Review the changes highlighted in blue.
Click Make Changes if you need to make a change.
Click Save Update to complete the assignment.