Access the Asset module
Asset management considers the entire lifecycle of plant assets, such as equipment, parts, production lines, and the plant buildings themselves. It includes making decisions about asset use, asset investment and disinvestment policies, and managing the asset portfolio. Assets allow you to manage independently Users and Assets on Work Items. Project Managers can plan the capacity of instruments, machinery or equipment on Work Item and manage financials independently from User resources.
The Assets module displays all of the assets that have been added to the organization. Assets in the organization have an email, capacity, a calendar, and Billing/Cost rates.
There is no timesheets, permissions, or license associated with Assets
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Who can do this? Your organization's Admin can define whether your Profile has access to this module and if you can add or delete items. Profile configuration for the entity will define related items, fields, actions and other layouts that Users will access to. |
- Go to the Assets module.
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The Asset List appears.
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Click an asset name in the Asset List to view its detailed information and related items.
The Relations Panel on the right-hand side of the screen displays any related items, such as assigned resources, files, and discussions, etc. of a selected asset in the grid, and enables working with the related items while staying in context of your original view.
The Related Items available for Assets include Capacity records, assigned Work items, Groups, Rates, assigned Cases, and communication tools such as Meeting Notes, Files, Discussion, Action Items, and Decisions - Click one or multiple assets and select an action from the ribbon.
You can add, activate, or delete assets. In addition, standard common actions are available in the ribbon and allows you for example to export and import the list of assets, access resource management interfaces and reports.