Set up equipment in Traqspera so employees can record equipment on timesheets.
Equipment setup prepares equipment from Spectrum for use on timesheets in Traqspera. To use equipment, a system administrator must complete the Equipment Setup guide in Self-Configuration. After the completing this guide guide, sync equipment from Spectrum into Traqspera and configure rates. Employees with the appropriate permissions can then record equipment on their timesheets.
Equipment setup is different from day-to-day equipment records. See Equipment Management to add or edit equipment after import. Equipment created only in Traqspera does not sync to Spectrum.
Self-Configuration guide
You must complete the Equipment Setup guide in Self-Configuration to use equipment. The guide walks through status mapping, cost categories, an equipment deny list, and questions about how equipment appears on timesheets.
For the Getting Started self-serve guide, see Self-Configuration | Equipment Setup - Video. For setup instructions, see Map Equipment.
Import Equipment
After you complete the guide, sync equipment from Spectrum into Traqspera. Before you sync, choose one of the following:
- Configure asset/equipment jobs if employees record operator or maintenance hours toward equipment or enter receipts for parts and fuel. See the Asset/Equipment Jobs section.
- If you are not using asset/equipment jobs, optionally configure an Equipment Allow List or Equipment Deny List to include or exclude equipment by division, cost center, owned flag, equipment type, make, or status.
For setup instructions, including sync, see Import Equipment.
Asset/Equipment Jobs
If employees record operator or maintenance hours toward a piece of equipment, or enter receipts for parts and fuel, configure asset/equipment jobs. These jobs appear on timesheets when the employee selects a department that is of equipment type.
For setup instructions, see Set Up Asset/Equipment Jobs.
Equipment Rates
After equipment is imported, you can manage equipment cost and bill rates on the Equipment Rates tab of Manage Labor and Equipment Rates. If you edit rates manually, disable the Sync Equipment Entries setting. When that setting is enabled, syncing equipment from Spectrum overrides manual rate changes.
For setup instructions, see Manage Equipment Rates.
Timesheet Entries
Equipment can appear on timesheets in several ways. For example, in a dedicated equipment section, combined with operator labor entries, or as part of equipment work order entries. Most organizations use one or two methods.
For more information, see About Equipment Entries.