Add Assets to Projects from the Project Assets Tool

You can pull assets directly from the company-wide inventory and assign them to your project to manage shared corporate assets or track items at the project level.

• Required User Permissions

• Users are required to have Company Level permission to create assets to perform this action at the project level.

• Attachments or related items are added to an asset at the company level, they will remain associated with the asset when it is added to a project.

You must add the Assets tool to your project.

1. Navigate to the project's Assets tool at the Project level.

2. Click on the Create and s elect Add from Company Register from the shortcut menu.

3. Select the assets you want to bring into the project and click Add.

4. Optional: Enter a note for context.

5. Click Add again to add the asset to your project register.