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Equipment Allocations

Equipment Allocations assign machines to specific jobs, projects, or cost centers for a defined period. Allocations determine which job bears the operating cost of the equipment, enabling accurate project costing and utilization tracking.

Equipment Allocations listing showing machines assigned to jobs with allocation dates and status
Equipment Allocations listing with job assignment tracking

When a machine is allocated to a job, all associated expenses (fuel, maintenance, depreciation, operator costs) are automatically charged to that job's cost center for the duration of the allocation.

Navigation: Main Menu → Equipment → Allocations

Key Fields

FieldDescription
Allocation Code Auto-generated unique identifier for the allocation record
Machine The equipment asset being allocated
Job / Cost Center The job or cost center to which the equipment is allocated
Site / Location The physical site where the equipment will be used
Allocation Start Date Date from which the allocation is effective
Allocation End Date Date until which the allocation is active (can be open-ended)
Daily / Monthly Rate Internal charge rate applied for the equipment usage
Status Current status (e.g., Active, Ended, Pending)

Managing Allocations

To create a new allocation, select the machine, specify the target job and site, and set the effective date range. Only one active allocation is permitted per machine at any given time. When a machine needs to be reassigned, the current allocation must be ended before a new one is created.

Equipment Allocations 0:19
How to Allocate Equipment to a Job 0:41

Cost Impact

Allocations directly affect project cost reports. Equipment depreciation, fuel consumption, maintenance costs, and operator charges are distributed to the allocated job based on the allocation period and the configured charge rates.