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Adding assets to a project

You can group different assets together and tie them to a same project. It allows you to assign the same work order for different assets in a project.

How to add asset(s) to a project

  1. Click on Assets in the left navigation panel and select General.

     

     

  2. You'll see the Add to project button at the bottom of the Table of Assets.

  3. Click the check-box next to the asset(s) you want to add to a project.

     

     

  4. Click on the Add to project button.

  5. A modal will open.

     

     

  6. In the Select a Project field, you can search for a project to add the asset(s) to. Or you can create a new one.

  7. In the Project Name field, write the name of the project.

  8. Click Submit to proceed or Cancel to go back.

Add to project drop-down menu

In addition to adding assets to a project, you can use the Add to project drop-down menu to export and/or archive assets.

Exporting assets

  1. Check the boxes next to the asset(s) you want to export.

  2. Click on the Add to project drop-down.

  3. Click on Export asset.

  4. A modal will open.

  5. Select the required fields and click Export to start exporting or Cancel to go back.

     

Archiving assets

  1. Check the boxes next to the assets you want to archive.

  2. Click on the Add to project drop-down menu and select Archive asset.

  3. A confirmation modal will open.

     

     

  4. Type ARCHIVE in the Enter value field.

  5. Click Archive to proceed or Cancel to go back.