When the Equipment tab is selected, the layout focuses on defining and analyzing all equipment-related costs within your budget. This section is divided into two main areas: Equipment Reports and the Equipment List.
At the top of the page, the Equipment Reports panel provides a summarized view of your equipment costs. This includes values such as equipment recovered as overhead, billable equipment, rental equipment, and total equipment cost.
One editable field in this section is “Previous Cost (Last Year)”, which allows you to input historical data for comparison. As you enter a value here, the system automatically calculates the Difference, helping you quickly understand how your current budget compares to past performance.
Below the summary, the Equipment List is where you define and manage individual equipment entries. This table is organized into categories such as Owned/Paid Off, Financed, Leased, and Rental Equipment, allowing you to structure your equipment based on how it is acquired or used.
To begin adding equipment, you can select the category first and then use the “+ Add Line” button located on the right side of the table. This creates a new row where you can enter detailed information that will vary depending on what Equipment Category it is.
Category | Details Asked |
Owned/Paid Off |
|
Financed |
|
Leased (First Type) |
|
Leased (Second Type - Forecasted) |
|
As you input values, the system calculates totals automatically at the bottom of the table, updating your overall equipment cost and feeding into other parts of the budget.
This section allows you to build a clear and structured view of your equipment investments while giving you flexibility in how those costs are categorized and accounted for within your financial plan.