The Asset Management menu provides access to the Assets List for a Team Member. Managing assets is available to all Team Members who are assigned to a project with the Asset Management feature enabled, as well as all Team Members in an Assignment Group who are affiliated with the project. The Asset Management list provides users 2 views of assets, an Inventory view as well as an Assignment View.
Asset Inventory View
The Inventory view provides users the ability to search all assets in the system, view quantities and availability of assets, based on their project assignments and user permissions.
Asset Assignment View
The Assignment view provides users the ability to search all assets in the system that are currently assigned, lost, out for repair or retired. Assets on the Assignment view are displayed based on the users project assignments and user permissions.
From the list views, team members can:
- Create New Assets
- View an Assets profile page by selecting an asset in the list
- View all Associated Assets for standard assets in the Inventory View by selecting the Linked Assets icon
- Quickly search and filter the lists by selecting the filter icon
Create a New Asset
- Select the New Asset button
- From the New Asset Drawer:
- Select the Customer
- Select the Depot Facility where the Asset is stored
- Select an Asset Category
- If the Category is a Consumable asset type:
- Give the Asset a name (required)
- Enter a quantity (required)
- Select a model, enter a serial number and add an asset tag for additional tracking (not required)
- If the Category is a Licensed asset type:
- Give the Asset a name (required)
- Enter a quantity (required)
- Select a model and enter a license key for additional tracking (not required)
- If the Category is a Standard asset type:
- Give the Asset a name (required)
- Select a model, enter a serial number and add an asset tag for additional tracking (not required)
- Enter a purchase date
- If the Category is a Consumable asset type: