Understanding how equipment behaves after being planned from the database onto a project is crucial. It enables project planners to take advantage of project-specific customizations and planning flexibility while still maintaining data integrity, and accurate resource management.
What is Planned Equipment?
When users plan equipment to a project's equipment group in the table_chart Projects Module, a copy of the equipment’s data at that moment is created. This copy is referred to as planned equipment and retains the details of the equipment, such as pricing, availability, and other, as they were when it was added.
The planned equipment is linked to the equipment in the database, but most of the fields can be seen as a one-way connection. That is why you can freely edit names, prices, factors and remarks within a project to name a few.
How can I update my planned equipment's data if I update my equipment database?
You can update your planned equipment's data within the table_chart Projects Module with one click of a button. Here's how you can do that:
- Go to the Equipment tab of a project.
- Select all the equipment items you want to update.
- Click on the More actions more_vert button or right click.
-
Select Update equipment data.
- Click on Update.
By selecting that option, all your chosen planned equipment will now match the equipment data in the database. Take a look at this extended article on updating planned equipment.