Creating new Assets
A new Asset can be created either in the root of the database or as part of an existing category or branch category.
To create a new asset select + Create Equipment (or Software).
A small asset form will appear, add the name, manufacturer and select the office the asset belongs to. Make sure to save once complete.
Once the asset is created an overview will appear on the right half of the screen.
Managing Asset Units
Units are created by an admin user within the admin console - this field will first appear empty if no units have been added prior to creating a new asset.
To be able to add any asset to your proposal WBS you will need to add the cost units and suggested rate.
The Suggested Rate is the most likely or most common charge rate and this rate will automatically populate on the contract where it can then be changed if required - a Suggested Rate must be added to accompany a cost rate.
Add the Cost Per Unit for the relevant unit (not all units need to be populated for every asset) and then add the Suggested Rate. Ensure to save by scrolling to the bottom once complete.
Creating Asset Categories
An Asset category is a group of Equipment or Software items that relate to a singular whole.
Select + Create Category you will need to choose a name for the category and then Create.
You can also create a category within a category which we can a branch category.
Select an existing category.
Then within that selected category select the + Create Category button.
If an Asset is in use - attached to a contract, added to a proposal etc. - then you cannot delete the asset.
Select the 3 dots against the specific asset resource to delete.
Setting a Reminder
A reminder can be setup for each equipment or software resource.
Select the asset to set the reminder for, then next to the overview tab select Inventory (License for Software).
Select Create Item (Create License for Software).
You do not need to complete all the details for the Inventory item and make sure to keep hourly cost as 0 as the UOM on the overview will override this cost.
Select Create Reminder and a few additional fields will appear on the form.
Multiple reminders can be set for each Inventory Item / License to control your asset register. Each reminder is set against up to two due dates.
