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.
From a programming standpoint, the equipment in your database and the equipment planned in a project are two separate classes.
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.
This one way connection ensures that any edits made to the planned equipment does not affect the same equipment in your database.
The opposite also applies. If you make an edit to the equipment in database, it will not update the same equipment in the project.
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.