Setting Up Projects

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.

Projects

Projects is a grouping that can be assigned to assets on the Details page during the Check Out process to allow for reporting on a given project.

To create a Project, click the image-png-Oct-19-2021-07-44-12-90-PM button and enter:

  • Project Name

project

Click Save to create the Project.

To edit or delete a Project, click on it in the grid and make the desired changes.

To import Project information, click the image-png-Oct-19-2021-07-57-14-70-PM button and follow the import steps.

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