Associating tools with compatible units libraries

Associate tools with compatible unit library records. The tools added here define which tools are required to complete a job for this compatible units library record.

Select Work > Projects > Compatible Units > Compatible Units Library.
Select the compatible units record for which to add tools, and then click the Tools tab.
Click Add Tool.
Specify this information:

Tool

Optionally, select the tool to add to the compatible units record as a required tool to complete the work.

Hours Required

Specify the number of hours the tool is required to complete the work.

Rate Override

Optionally, specify a monetary rate to use as an override for the standard cost of the tool.

Action Type

Select Abandon, Install, Remove, or Transfer as the type of action for which the tool would be considered when the compatible units library record is associated with a CU estimate.
Optionally, select one or more tools adjustments to be considered when the compatible units library record is associated with a CU estimate. These adjustment factors are considered when calculating costs associated with tools when performing compatible units cost estimation.
Click Submit.