When you add an equipment item to a project, it is automatically planned for that project.
However, if you have planned for more of an item than you have in stock, your project will experience a shortage of this item. In your availability timeline, a shortage will be indicated by a red line.
The equipment timeline helps you get more information about your stock availability.
How to solve your shortage from within the project
To solve your shortage:
- Go to the Equipment tab in your project.
- Select the equipment with the shortage and click on the More actions more_vert button or right-click on the item.
- From the menu that appears, select Solve shortage.
Options to solve your shortage from within the project
After clicking on "Solve Shortage" a pop-up window will appear, presenting four different options for resolving your equipment shortage.
Green - The option is available for use.
Red - This option cannot be used.
Tip: Even if 'Alternatives' option is indicated by the color red, you can still use it by adding a new alternative using the search bar. This alternative is saved and can be reused for future shortages.
For a visual guide, please refer to the video below.
Item shortage on multiple projects
It may occur that two (or more) projects have a shortage of the same item in the same time period.
For example: You have planned a DJ booth on 2 different projects. If these projects are planned within the same time period, you have planned 2 DJ booths at the same time. If you only have 1 DJ booth in stock, you, therefore, have a shortage of 1.
In this example, both projects have a shortage of the same item. You can give one of these projects priority for this item. You do this by reserving this equipment item for that project.