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Ideas/Feedback: Tracking Project specific equipment


joshmcgrew
Jr Varsity III
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Looking for what some others are doing in this area when it comes to Projects in the construction arena and rental equipment or company owned equipment. 

Historically we have tracked equipment (Containers, Skid Steers, Lifts, etc) by the rental company site or excel sheets. Now that we have moved into acumatica we would like to have one place to track thsi info but be able to tie it to the project in Acumatica while building out a dashboard for the staff that maintains this info. My initial thought was the equipment model in Services but that seems geared more towards equipment you are renting. Next I though maybe a something similar to the compliance model to track and be able to use that GI for a Dashboard. 

 

Curious to get some feedback from the community on what you may be doing or ides on how we could best accomplish this in the most effective manner.

Best answer by mike.gillum

@joshmcgrew ProjectManager.com might be a good fit for what you guys are trying to do. Here is a link to their website. I could introduce you to these folks if you’d like a conversation or demo with them.

https://www.projectmanager.com/industries/construction-project-management

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iqraharrison
Captain II
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  • Captain II
  • 525 replies
  • August 25, 2024

@joshmcgrew acumatica has equipment time cards that you can specify certain costs too for different things, set up, run time etc.  

the only thing is that the time card has to be filled out and isn’t automated so not sure if that’s ideal for the high volume HB has. Is this for the residential side or commercial side? 


joshmcgrew
Jr Varsity III
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  • Jr Varsity III
  • 17 replies
  • August 25, 2024

Commercial side only at the moment for HPL but I imagine this will become a conversation again for our other HB companies. Right now that team is having to rely on vendor specific dashboards and such so we are trying to consolidate, your aware of our volume could really appreciate a central place to monitor. I looked at that option, thats how i ended up looking at compliance as I think a more ideal solution may be a GI thats editable and we could leverage for dashboards. 


iqraharrison
Captain II
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  • Captain II
  • 525 replies
  • August 25, 2024

@joshmcgrew how many pieces of equipment do you have, that you would use on the commercial side? How many of those would you use on one project on a weekly basis? 


joshmcgrew
Jr Varsity III
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  • Jr Varsity III
  • 17 replies
  • August 25, 2024

@iqraharrison  Could be just a Container for storage of material or could be additional items. 3-4 per project depending on job phase and needs would be a safe estimate. 


mike.gillum
Acumatica Moderator
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  • Acumatica Moderator
  • 92 replies
  • August 26, 2024

@joshmcgrew, I would recommend checking out our ISV partner Assignar. They have a great Operations package that includes scheduling resources (equipment & labor), forms & field data, reporting & analytics and progress tracking. The integration with Acumatica is fully baked and on its 2nd or 3rd iteration. I could introduce you to their folks for a conversation if you’d like.

https://www.assignar.com/


joshmcgrew
Jr Varsity III
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  • Jr Varsity III
  • 17 replies
  • August 26, 2024

@mike.gillum We have already they cant handle our volume is where we landed after a meeting with them. But thanks for the suggestion & offer. 


iqraharrison
Captain II
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  • Captain II
  • 525 replies
  • August 26, 2024

@joshmcgrew another question, is this to track information, as in when the equipment arrives and things like that or is it to create a journal entry for costs? 


joshmcgrew
Jr Varsity III
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  • Jr Varsity III
  • 17 replies
  • August 26, 2024

@iqraharrison  to track arrival, schedule pick up and time on site, overdue status if exceeds expected return date, maybe a couple other items. what equipment is where. so just to track information. Currently he’s tracking this from multiple vendors and would really like one central place but it would all be informational. 


mike.gillum
Acumatica Moderator
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  • Acumatica Moderator
  • 92 replies
  • Answer
  • August 26, 2024

@joshmcgrew ProjectManager.com might be a good fit for what you guys are trying to do. Here is a link to their website. I could introduce you to these folks if you’d like a conversation or demo with them.

https://www.projectmanager.com/industries/construction-project-management


joshmcgrew
Jr Varsity III
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  • Jr Varsity III
  • 17 replies
  • August 26, 2024

@mike.gillum That has my attention let me for multiple reasons. I May be in contact regarding that.


mike.gillum
Acumatica Moderator
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  • Acumatica Moderator
  • 92 replies
  • August 26, 2024

@joshmcgrew, happy to help. Shoot me an email when you’re ready for a conversation. mike.gillum@acumatica.com 


  • Freshman I
  • 5 replies
  • October 2, 2024

We implemented project management module in order to use daily field reports which is the only way to track hours for multiple pieces of equipment on a particular job on a particular day. We then created an import scenario that mass releases the equipment timecards/time activities so that we can run project billing to our customers for a bluebook rate for the use of our equipment on a job. Not sure if this is your use case but we went in circles for months before discovering the project management module. Equipment timecards by itself is useless - really not sure how anyone with alot of equipment is using this functionality


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