The status of your project affects the availability of your equipment. It also determines whether the planned equipment items are reserved for the project, or not. See below for an overview of each Project status and how it affects equipment availability. Each planned item is only subtracted from the equipment availability during its own planning period. Read our article about how to set a time per equipment item for more information.
In the screenshot, (1) shows an item planned for one day of a three-day project, (2) shows that its availability only drops on that day, and (3) shows the project on that day in the equipment timeline.
- Planned equipment is subtracted from the equipment availablilty during its own planning period: No.
- Planned equipment is reserved on the project: No.
- Planned equipment is subtracted from the equipment availablilty during its own planning period: Yes.
- Planned equipment is reserved on the project: No.
- Planned equipment is subtracted from the equipment availablilty during its own planning period: Yes.
- Planned equipment is reserved on the project: Optional*.
- Planned equipment is subtracted from the equipment availablilty during its own planning period: Yes.
- Planned equipment is reserved on the project: Yes.
When you set a project to Confirmed, the Equipment status of every planned item without a shortage changes from To be reserved to Fully reserved.
- Planned equipment is subtracted from the equipment availability during its own planning period: Yes.
- Planned equipment is reserved on the project: Yes.
- Planned equipment is subtracted from the equipment availability during its own planning period: Yes.
- Planned equipment is reserved on the project: Yes.
- Planned equipment is subtracted from the equipment availability during its own planning period: Yes.
- Planned equipment is reserved on the project: Yes.
* by default, equipment is not reserved for projects that have a pending or draft status. However, you can always manually reserve equipment for pending projects.