Introduction:
The Move Equipment screen enables users to manually assign equipment to a specific project, ensuring accurate tracking of locations and billable hours. This feature is particularly useful when auto-move processes fail to capture equipment within a geo-zone. Users can adjust the start and end locations manually, maintaining precise records for project assignments and enhancing overall equipment management.
Navigation:
To access this feature:
Go to: Manage > Legacy Reports > Move Equipment.
The left side of the screen will list all Active equipment.
The right side of the screen is used to manually move equipment from one project to another.
How do I manually move equipment from one project to another?
Find the equipment on the left side of the screen and click to highlight the asset name.
The last Project assignment will be listed with a start date only.
Enter the End Date if known.
If the End Date is unknown, leave blank the system will fill in the remaining dates.
Click in the TO: dropdown box to select the project name.
Choose the Start Date.
Click Submit.
Review the details and click Save Changes when finished.
A confirmation message will display the move is completed.