Reorganizing equipment hierarchies

Drag and drop equipment records within an equipment hierarchy to reorganize its structure.

To reorganize equipment hierarchies:

  1. Select one of these options:
    • Equipment > Assets
    • Equipment > Positions
    • Equipment > Systems
    • Equipment > Setup > Locations
  2. Select the equipment for which to reorganize a hierarchy, and then click the Structure tab.
  3. Choose one of the following options:
    Option Description
    Change the order in which child equipment records appear Drag and drop an equipment record from its current location in the Structure Details to the blue flag icon next to the sibling record under which you want the equipment to appear.
    Move a piece of equipment under a new parent Drag and drop the equipment record from its current location in the Structure Details to its new parent record. The system will begin rolling up cost and meter data for the equipment record to its new parent.
  4. Click Save Record.