How do I attach existing checklists to newly added equipment?
The standard project setup is to attach checklists to the equipment type first, then add the equipment. New equipment of that type gets a copy of the type's work when Automatically add template work to new equipment by type is on. That setting is on the project settings page.
In the new Bluerithm at app.bluerithm.com, open the project and go to Setup, then Add Equipment Types.
- On the left, select a project template and copy the equipment types you need into the project. Template work attached to those types comes with them.
- On the right, add or edit the type-level checklists for this project if you need them to be project-specific.
- On the project settings page, turn on Automatically add template work to new equipment by type.
- Add the equipment (configuration form, individually, or COBie). Each new item of a type then receives a copy of the work on that type.
See the full sequence in Project Setup.
If that setting is off, or you already added equipment before it was on, copy the type-level work onto those units:
- Open the project's Work page.
- Filter to the type-level checklists you want.
- Select those work items and choose Copy.
- Stay on this project, choose Equipment as the destination, and pick the new equipment.