Follow these steps to import Asset/Equipment jobs to Traqspera when syncing equipment from Spectrum. Asset/equipment jobs are required if you want to record hours towards a piece of equipment on a timesheet (for example, operator or maintenance hours) or if you have employees entering receipts (for example, for parts and fuel).
- To automatically create asset jobs from Spectrum sync, navigate to and enable Auto Create Equipment Jobs from Spectrum Equipment Sync.
- In Spectrum, navigate to and locate the cost categories.
- In Traqspera, navigate to and expand the Equipment Job Configuration section.
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Add each equipment job cost category from Spectrum into the list of cost categories in Traqspera. Repeat these steps for
each cost category.
- Select Add Cost Category.
- Enter the name in the Spectrum Code field. For example, M.
- Enter the description in the Description field. For example, Maintenance.
- Select Save.
- Return to step 6 of Import Equipment to finish importing equipment.
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If you update the cost category listings, you will need to Apply Cost Categories in order to update current equipment jobs with those cost categories.
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If equipment jobs were not created initially on the equipment import, you will need to select Create Missing Equipment Jobs to create any missing equipment jobs
Note: This button only displays if there are missing equipment jobs, otherwise it is hidden. -
If a cost category is no longer required at some point, you can select to stop it from being added to any new equipment jobs. You must contact Traqspera team to have it closed on the existing equipment jobs.