Tutorials

Process Guides

• 360 Reporting: Data Guide
• Assets Setup Guide (Beta)

Tutorials

Configure Settings

• Configure Project Level Naming Convention for Assets

Manage Assets

• Add Assets to Projects from the Project Assets Tool
• Create Assets in the Project Assets Tool
• Delete Assets in the Project level Assets Tool
• Edit Asset Statuses
• Edit Assets in the Project level Assets Tool
• Export Assets from the Project level Assets Tool
• Generate QR Codes for Assets
• Import Assets in the Project Assets Tool
• Link Sub Assets to a Parent Asset
• Manage Asset Attachments in the Project Assets Tool
• Manage Asset Type Attachments in the Project Assets Tool
• Manage Related Items for Assets
• Search and Filter Assets

360 Reporting

• Create a Company 360 Report
• Create a Project 360 Report

View Assets

• Configure Your View for the Project Assets Tool
• Create and Manage Saved Views for Assets
• Search and Filter Assets
• View Asset Details in the Project Level Assets Tool
• View Assets Change History
• View Assets on the Map
• View Export Logs and and Download ZIP Files

View Map

• Add Item Pin to the Map
• Filter the Map
• Move Item Pin on the Map
• Remove Item Pin from the Map
• Show or Hide Items on the Map
• View Assets on the Map