Equipment groups can be used to separate equipment in planning and documents. You can choose how you want to divide the equipment, for instance for different categories (audio, lights), locations (stages, rooms), or time periods.
Setting times for equipment groups
Every equipment line in a group has a planning period (the period equipment leaves the warehouse) and a usage period (period you charge on the quote). The equipment items in a equipment group follow the time of the group until you give an equipment a different time.
To change the times for an equipment group:
To change the time of a whole group at once, click the name of the group, and select Edit -> execute action on Groups. In the pop-up you will see a planning period and a usage period options. The default choice is "Leave unchanged", so you can change one period without touching the other. The new time applies to all equipment in the group.
To give one equipment item, or a few items, a different timeline than the rest of the group, please check out this article.
Rentman tips: If you use a standard structure of equipment groups, add them to a project template. When you create a new project select the template, so you won't have to create all the groups every time.
If you want to automatically order equipment on packing slips per folder structure or warehouse location, set this up in your document templates.
Add a new equipment group
To create a new equipment group:
- Navigate to the Equipment tab of a project.
- Click on the drop-down arrow next to the blue button to change the primary action of the button.
- Select Equipment group.
- Click on + Equipment group.
- Enter a name, select whether it should be included in the price and add Remarks if needed.
- Click Save.
A new equipment group does not have a default planning period or usage period, because you set the times per equipment item. You can add equipment to the group in two ways:
- Drag items from other equipment groups in the project.
- Add items from the equipment list in the left sidebar.
Items you add to the group get the default times of the project. You can always change the time of an item. For more details, please check out this article.
You can use groups to divide your equipment in any way that suits your project. For example, you can create groups per type of equipment, such as Audio, Video, and Rigging, or per area, such as Area 1 and Area 2. To edit a group later, double-click the name of the group.
Default equipment groups
Using default equipment groups allows you to easily move planned equipment to its designated default group with a simple action. This means you won't have to select groups while planning or drag and drop equipment afterwards.
You can set the default equipment group for each individual item:
- Open an item in the categoryEquipment module.
- Under Equipment, enter the default equipment group.
To place equipment in default equipment groups:
- Select
all the items you want to place in their default equipment groups.
- Click on More optionsmore_vert button and select "Place in default group".