Equipment & Machinery / 02

Assign machinery to the right job

Move equipment between base and projects while keeping each asset's location and assignment visible.

6 minutes
NameStatusEsperadoRecibidoPendienteUnitExpected DeliveryVendorActionsVarillas de Acero Ø12COD-001Completed2.4002.4000kg08 Feb 2025Metalúrgica SACemento Portland 50kgCOD-002Partial800320480bol15 Mar 2025ConcreMax SACaños PVC Ø110 x 3mCOD-003Pending1500150u22 Mar 2025Hidro ConstructoraCable XLPE 4mm²COD-004Partial1.200700500m10 Mar 2025ElectroSur PYHormigón H-30 premixCOD-005Overdelivered6074001 Feb 2025ConcreMax SAMadera pino 2x4 x 3mCOD-006Cancelled4000400uMaderera Norte PY
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In this guide

What you'll learn

01

How assign machinery to the right job works inside Perfour.

02

What information you need and how it stays connected to Equipment & Machinery.

03

How to preserve traceability and find the record later.

Step by step

How to complete equipment assignment

  1. 01

    Understand the objective

    Equipment manages physical assets, location, assignment, availability and maintenance from one shared record. This guide focuses on assign machinery to the right job.

  2. 02

    Prepare equipment assignment

    Record identification, category, status, base location and operating data. For assignments or maintenance, add project, dates, owner, notes and result.

  3. 03

    Complete the workflow in Perfour

    Create and configure the asset, assign it to a base or project, and update its plan. When intervention is required, open and complete the corresponding work order. Assignment shows which project uses the equipment.

  4. 04

    Review relationships and traceability

    Equipment can be reviewed globally, by organization and by project; planning and location keep office and field coordinated. Confirm identity, location and status before reassignment. Do not close a work order without documenting the intervention and result.

FAQ

Frequently asked questions

What is equipment assignment and what is it for?+

Equipment manages physical assets, location, assignment, availability and maintenance from one shared record.

What information do I need to assign machinery to the right job?+

Record identification, category, status, base location and operating data. For assignments or maintenance, add project, dates, owner, notes and result.

How is this process completed in Perfour?+

Create and configure the asset, assign it to a base or project, and update its plan. When intervention is required, open and complete the corresponding work order. Assignment shows which project uses the equipment.

Which other modules does it connect with?+

Equipment can be reviewed globally, by organization and by project; planning and location keep office and field coordinated.

What should I check before considering it complete?+

Confirm identity, location and status before reassignment. Do not close a work order without documenting the intervention and result.