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Equipment

Use System Management -> Equipment to keep the equipment catalog for your organization. That list is what your organization chooses from when you add equipment to a project later (see Equipment in project).

This screen is not Equipment in Project. Equipment here belongs to your organization. Equipment in Project is the equipment already assigned to one project.

Organization Equipment screen with table

The table lists equipment for your organization.

  • Id identifies each item and is unique within your organization.
  • Name is the equipment name.
  • Description is a short note about the equipment.

Open Export and then Export to Excel to download the table.

Permissions​

The screen is visible to users with View permission on System Management -> Equipment.

  • Users with Create/Edit can add and edit equipment.
  • Users with Delete can remove equipment from the catalog.

See Where I can find my permissions in SUM-IT.

Without View, Equipment does not appear under System Management. Without Create/Edit or Delete, those buttons stay hidden.

Add, edit, or delete equipment​

  1. Click New. The Add equipment dialog opens. Id, Name, and Description are required. Cancel closes the dialog without saving.

Add equipment dialog with Id, Name, and Description filled

  1. Fill in Id, Name, and Description, then click Save. The new row appears in the table.

If another piece of equipment in your organization already uses the same Id, SUM-IT shows a warning that a record with the same data already exists, and the new row is not saved.

  1. Click the Edit button on a row, or double-click the row. Edit equipment opens with the current values.

  2. Change the fields you need, then click Save. The table shows the updated values.

  3. Click the Delete button on a row. The Delete equipment dialog shows the name and id.

  4. Click Yes. The row is removed from the table.