Setting Up Asset Types

Asset records have multiple attribute options, many of which are set up as dropdowns including Departments, People, Projects, Asset Types, Manufacturers, Models, Vendors, Accounts, Conditions, and Statuses.

Asset Types

Asset Types are categories that generally describe an asset.

To create an Asset Type, click the image-png-Oct-19-2021-07-56-38-86-PM button and enter:

  • Asset Type 

assettype

Click Save to create the Asset Type.

To delete an Asset Type, click on it in the grid and make the desired changes.

To import Asset Type information, click the image-png-Oct-19-2021-07-57-17-10-PM button and follow the import steps.

To export Asset Type information, click the image-png-Oct-19-2021-07-50-43-38-PM button and follow the export steps.