Asset association with project and project tasks

Modified on Wed, 3 Mar, 2021 at 11:28 AM

Associate projects or project tasks to keep track of what assets are needed to get the work done is impacted because of the project or task.


A quick guide in associating projects/project tasks to the asset:

  • Log into your portal, Navigate to Assets -> Inventory -> Asset (Andrea's Laptop)
  • From the Asset's detail page, click Associate -> search/select from the list of Projects

  • Once the project is associated, you can view them in the Associations tab.

  • Associated asset details can be tracked in the project module by the following steps:
    • Select Asset (Andrea's Laptop) -> Associations
    • Under Projects -> Click on the associated project (this will redirect you to the project management module)

  • Click on the icon and select Overview

  • Scroll down to Associations

Similarly, you can associate the project tasks with the asset.


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