How do I add a new piece of equipment to my building's Equipment Library?

Equipment can be added to a building via two ways. You can either create the equipment from scratch, or leverage the copy feature in the Portfolio Template Library.

To create a piece of equipment from scratch:

1. Click Go To > Preventative Maintenance > Equipment Library.
2. Select a building from the building field.
3. Click .
4. Enter the equipment NAME and CATEGORY.
5. (Optional) Add any additional details as they are available (Location, Make, Model, Serial Number, etc.).
6. Click SAVE to create the equipment record, and unlock the equipment tabs.

To copy a piece of equipment from the Template Library:

1. Click Go To > Preventative maintenance > Equipment Setup.
2. Select the Destination Property and the template Category that the equipment template is being copied to.
3. Click Search, and the templates from the selected category appear.
4. Enter the equipment number in the Counts field, and click Next ->.

5. Enter a Name and Location for the new pieces of equipment.
6. Select an Assignee, and click Finish.