Project Settings – Asset Configuration
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.
2. Adding an Asset Hierarchy |
STEP 1: Click Add New Asset Hierarchy Level to add a new asset hierarchy level.
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.
