Add Asset Data

Asset Data is accessible from the menu by selecting Setup and Asset Data. This includes Departments, People, Projects, Asset Types, Manufacturers, Models, Vendors, Accounts, Conditions and Statuses. This information can be imported or each record can be added manually. To import, select the attribute you’d like to import (Department, People, etc) and click the import icon at the top left. Select your csv or xlsx file, ensure the column mapping is correct and click Import. To add this data manually, select the attribute and click the green plus icon at the bottom right. Then enter the information as you would like to see it in the system. Make note that the fields with an asterisk are the only required fields. Now that the asset data is complete, you can start assigning this information to your individual assets.