Plan availability and reservations
Review planning to coordinate which equipment each project needs and avoid committing the same resource in two places.
What you'll learn
How plan availability and reservations works inside Perfour.
What information you need and how it stays connected to Equipment & Machinery.
How to preserve traceability and find the record later.
How to complete equipment planning
- 01
Understand the objective
Equipment manages physical assets, location, assignment, availability and maintenance from one shared record. This guide focuses on plan availability and reservations.
- 02
Prepare equipment planning
Record identification, category, status, base location and operating data. For assignments or maintenance, add project, dates, owner, notes and result.
- 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. Planning helps avoid availability conflicts.
- 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.
Frequently asked questions
What is equipment planning and what is it for?+
Equipment manages physical assets, location, assignment, availability and maintenance from one shared record.
What information do I need to plan availability and reservations?+
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. Planning helps avoid availability conflicts.
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.