Project Settings – Asset Setup

The Asset Setup area allows you to define assets as per the hierarchy levels you defined in Asset Configuration. 

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Figure 1.1

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

• STEP 2: Click Add New, specify a name for the Asset and enter data as per the fields displayed. Remember these fields will depend on your configuration of them in the Asset Configuration area.

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Figure 1.2

• STEP 3: Click the Save button to add the first asset level.

• STEP 4: Click the Add New Asset Budget link if you want to specify a budget for a given year. This will enable you to select a reporting period and associate a budget amount in dollars for the current asset.

• STEP 5: Click the Insert button to save the asset budget details. 

• STEP 6: Once you have created a first level asset, you can proceed to create and enter data for any child assets. Click the + sign on the left side of the first level asset name to expand it as shown.

• STEP 7: Click the relevant Add New links to continue adding parent and/or child assets as per the hierarchy you configured in Asset Configuration.