Add Assets to Projects

By default, the Assets tool is not enabled on any project and must be activated individually at the project level. Only users with Admin permissions on the Project-level Admin tool can enable it. 

You can pull assets directly from Company Level Assets and assign them to your project. This is a crucial function for projects that need to manage assets that are part of a company-wide inventory or were previously tracked at a higher organizational level.

To add new assets to a project from the company register:

1. Navigate to the Assets tool at the Project level.

2. Click on the Create button dropdown. Select Add from Company Register from the shortcut menu. This will open the list of all assets from the company level register.

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

4. Optionally, enter a note for context.

5. Click Add again to complete the assignment.

6. This action is recorded in the asset’s Change History for audit purposes.

Note:

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

2. If 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.