Assets Workflow

To begin using Assets, you’ll need to set up the Assets workflow for your project. This includes creating and customizing status sets, asset categories and subcategories, and mapping status sets to categories. See Setting up Assets for details.

After Assets is set up, you’re able to create assets in the module by entering them manually or importing them from a spreadsheet. Then members of your project can view assets and manage them, including changing their status, editing attributes attaching checklists, and generating issues.

At any point in your project, you’re able to generate and export an .CSV report detailing the current state of assets on your project. See Exporting Asset Reports for details.