Equipment Register Basics

The same flow transmitter shows up in five spreadsheets and gets corrected in four of them. The Equipment Register ends that: each project keeps exactly one list, every submittal reads from it, and a part corrected once is corrected everywhere it appears.

How the tree works

The register is a tree. Groups are containers, a lift station, a control panel, a process area. Items are the parts inside them, each pointing at one part in your shared Parts Library, or waiting for one. Because items point at library parts rather than carrying copies, fixing a catalog number on the part fixes it in every project and package that uses it.

Adding equipment

Open your project's Equipment page and use the Add menu:

1. Group creates a container. Give it a name, an optional equipment tag, and a location in the tree.
2. Item searches the Parts Library. Picked parts queue below the search box; set the tag and quantity, then add each one.
3. Import BOM reads a whole spreadsheet in one pass. See Import a BOM.
4. New Part creates a part that isn't in your library yet, then adds it here in the same step.

Entry details

Open any entry to edit its name, equipment tag, quantity, configuration, description, and need-by date. On a group, Apply to subtree sets one need-by date on the group and everything inside it, replacing whatever each entry had. The Location select moves an entry to another parent; moving keeps its identity and history. Items can also be relinked to a different library part without losing anything else.

Items waiting for a part

Some equipment has no part number yet: the BOM says "See valve schedule", or the selection is still open. Such an item keeps its name, quantity, tag, group and submittals, and its row says Needs part. When the register holds any, a link above the list counts them and filters the register to them. Open one and choose its part in Settings when you know it.

Remove part beside the part in Settings does the reverse: it takes the part off an item that was linked to the wrong one, clears its selected documents, and leaves it waiting for a part. Submittals count an item waiting for a part against their document coverage and list it under Needs part, and the compile leaves it out of the schedules and product data until it has a part.

Bulk changes

Check any row and a bar appears with Select all, Move to (an existing group or a new one you name on the spot), Merge into one entry, and Delete. Delete always shows a preview first: how many entries go, which uploaded documents they carry (check any to keep), which submittals the equipment feeds, and which entries will be skipped because punch items are anchored to them.

When a submittal is archived, its equipment leaves the active register and sits under Equipment of archived submittals at the bottom of the page. Restoring the submittal from its detail page brings the entries back.

Finding an entry

The register's search box matches names, equipment tags, catalog numbers, manufacturers, configurations, and descriptions, so typing a tag like LIT-101 lands on the entry that carries it. Cmd+K works too, from anywhere in the app. See Search everything.

Several tags on one entry

One entry can carry many tags, written as a comma list (FIT-101, FIT-102, FIT-103). When the units are the same product bought with different order codes, keep them on one entry anyway: open the entry and type each tag's own order code in its Tags card. A blank code means the entry's configuration. Changing the entry's part clears its tags' codes, and so does deleting the last row that carries a tag. The Equipment Schedule prints a row per order code, listing the tags bought with it.

Already have one row per tag? Check the rows and choose Merge into one entry. Rows merge when they share a part and sit in the same group. Each tag keeps the order code its row had, and the quantities add up. To undo, open the entry and choose Move to its own entry beside the tag.

Quantity covers the units on the entry. With several tags it is shared across them, so two tags on a quantity of 2 print as one each.