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Planview Customer Success Center

Creating an Asset

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You create assets on the Resources list. The list of asset types displayed in the left-nav pane are configured by your PPM Pro administrator (asset types are also referred to as "classes"). Creating an asset means creating an instance of a specific type of asset. See About Assets for more information.

To create an asset

  1. Navigate to Resources/yourAssetClass.
  2. Click New and enter the required Title and Status, and any additional non-required data. The exact fields on the screen will vary.

create_asset.png

  1. Click Save.

Depending on how your asset is configured, you will see one or more tabs in the right-hand side Info panel. See Info Panel/Tab Icons for more information.