Equipment is a crucial component of T&M tracking, and Rhumbix makes it easy to add your equipment to your account. This guide will give you step-by-step instructions on making the most of tracking your equipment.

Accessing Equipment Page

On your Rhumbix Dashboard, you can manage your equipment at a company or project level. Equipment added to a single project will automatically upload to the company list. The main Equipment page is located under Company Settings.

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Your equipment will populate in list form once you have uploaded or manually entered them. Admins will be able to manage equipment information and can delete equipment from the list.

Any Equipment added to the company list can then be added to a specific project under Project Settings.

You will have to filter to a specific project before adding any equipment. When first navigating to the page, the right rail will open for you to select your project. You can also use the blue filter bar at the top of the page to open the right rail and select a different project.

How to upload a list of Equipment using a CSV file

1. Click here to download Rhumbix's Equipment Template CSV.

2. In the blank file, enter your Equipment ID, Caltrans ID, Type, Description, and Status (Rented / Owned). Please note that items marked with an asterisk (*) are required.

3. Save your completed CSV file.

For your convenience, please see below for more information about the Rhumbix Equipment information fields:

• Equipment ID, Type, Description, and Status fields are mandatory.

○ Equipment ID: A code or keyword that references that piece of equipment.

○ Caltrans ID: Mainly used on the West Coast, this ID is a part of a system used to identify equipment. Most of the time, you will not need to enter the information here, so we do not require it for adding equipment.

○ Type: A grouping or category for that piece of equipment (ex. saw, vehicle, etc.)

○ Description: A brief description of that piece of equipment. You can use this section to add notes etc.

○ Status (Rented / Owned): You can mark the equipment as a rental from another company or if you own it.
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How to upload Equipment via Company Settings

1. Navigate to Company Settings and select Equipment.

2. Click upload on the top left of the Equipment page.

3. Drag your Equipment.CSV file into this box, or select the file directly using the select file button. You will be notified if there are any errors with the CSV.

4. Click next to confirm, and your CSV will upload and populate in your Rhumbix Dashboard.

Manually add Equipment under Company Settings

1. Navigate to Company Settings and select Equipment.

2. Click on “+ Add Row” at the top of the page.

3. Enter your Equipment information in the red fields that populate below. Keep in mind that the sections with asterisks (*) require an entry.

Once you’ve entered your Equipment on this page, you will be able to click on any of the column headers to sort as you'd like or utilize the search bar above the grid to look up individual Equipment in your list.

Manually add Equipment to Projects

If you'd like to assign Equipment to a project, your Equipment must exist on your Company Settings page. To assign Equipment to a project:

1. Navigate to Project Settings and select Equipment.

2. Select the project you would like to add the Equipment to.

3. Click “+ Add Row” at the top.

4. Double-click in the text box in the Equipment field and select your Equipment from the drop-down menu. You can select equipment by either scrolling to the name or typing the name in the search box. Once selected, the equipment information will automatically populate the row.

• Please note that the equipment must exist under the Company Settings menu first to populate in the drop-down menu.

5. To remove equipment from a project, select the box to the left of the Equipment text field. A blue taskbar will appear at the top of the page. Select Remove, and the equipment will be removed from the project but will remain in your Rhumbix dashboard under Company Settings.

How to upload Equipment via Project Settings

1. Navigate to Project Settings and select Equipment.

2. Select Upload on the top left.

3. Drag your file into this box, or click on “Select a File” and add the file. You will be notified if there are any errors with the CSV.

4. Click next to confirm, and your CSV will upload and populate in your Rhumbix Dashboard.

NOTE: Once your Equipment is in your project, the data will be automatically added to your Rhumbix Account and exists under the Company Settings Equipment page.

To Delete Equipment:

1. Navigate to Company Settings and select Equipment.

2. Select the equipment by clicking the box to the left of the Equipment ID text field.

3. Select the action “Delete” from the blue taskbar at the top.

You can always find more information on setting up your Rhumbix Account at our Support Center.