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 select Add from Company Register from the shortcut menu.

3. Select the assets you want to add to the project, then click Add.

4. Optional: Enter a note for context.

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