This article will show you how to add new Assets.
Follow these steps to add an Asset:
Step 1: Click on the "Resources" dropdown from the left side menu and click "Assets"
Step 2: Click "Add" in the top right. The "Asset Summary" screen (pictured further below) will appear, where you can enter all of the Asset information.
Step 3: Populate all in required Asset information into the screen below.
Please note, the following are available asset fields:
Asset Summary
- Asset name
- Asset State
- Asset Type
- Asset: Assigned To
- Asset: Managed By
- Asset: Project
- Asset: Location
Asset Details
- Asset: Quantity
- Asset: Brand
- Asset: Model
- Asset: Serial Number/VIN
- Asset: Hours of Use/Mileage
- Asset: Purchase Date
- Asset: Purchase Price
- Asset: Registration Number
- Asset: Warranty Expiry Date
- Asset: Notes
- Asset: Photos
Keep in mind that you can select the assigned Project for the specified Asset while creating / editing the asset, and you can also assign the Project from the Asset table show below:
