Project Settings – Asset Configuration

Owned by amani imtiyas
Last updated: Jan 29, 2024
2 min read

This article contains:

1. Overview

The Asset Configuration area allows configuring an asset hierarchy and the relevant data entry fields which are displayed to the users at the interface level of the project workflow.

  • STEP 1: Go to Project Settings > Asset Configuration.

Figure 1.1

2. Adding an Asset Hierarchy

  • STEP 1: Click Add New Asset Hierarchy Level to add a new asset hierarchy level.

Figure 2.1

  • STEP 2: Specify a name in the Hierarchy Name field.

  • STEP 3: Click Save to add the level to the hierarchy. 

The system pops up a screen message giving instructions on how to configure the newly created asset level. 

  • STEP 4: Now you can set up the asset level field configuration as follows:

Field

Description/Instructions

Mandatory/Optional

Apply this field

Enables this Asset level within the Asset Setup

Optional

Display in project

Makes this field visible at the project level

Optional

Title Name

Enter a custom label to be displayed when users browse assets at the project level

Optional

Options for some fields are fixed and cannot be modified (e.g. Asset Name is always enabled within Asset Setup and visible within projects).

  • STEP 5: Click Save to commit your changes. Repeat this as many times as required to build your tree hierarchy.

  • STEP 6: Click Delete to remove an existing hierarchy level. Remember that asset hierarchy levels can only be deleted if they do not have any child assets under them.

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