Projects
Projects are the projects or cost centres assets are assigned to (The projects assets are assigned to.). Every asset can belong to a project; inventory cycles can be scoped by project, and scanners confirm the project of each asset they scan.
From the side menu, open Assets › Projects.
What’s on this screen
Section titled “What’s on this screen”- Add project: opens the form for a new project.
- Current and Trash: the projects in use, and those deleted, with their number.
- Search by code or name….
Columns
Section titled “Columns”- Code: the project’s code.
- Name.
- Assets: how many assets belong to the project.
- Actions: the pencil icon edits the project, the bin icon moves it to the trash.
On the Trash tab, the list adds Deleted on, with Restore and Delete permanently.
Fields
Section titled “Fields”- Code (required): up to 50 characters, unique. Imports use it to match the project (see Import assets). A code that belongs to a project in the trash cannot be reused until that project is restored or deleted permanently.
- Name (required): up to 255 characters.
How to add a project
Section titled “How to add a project”- Click Add project.
- Fill in Code and Name.
- Click Save, or Cancel to close without saving.
- The message Project created successfully. appears.
To edit a project, click its row or its pencil icon, change the fields and click Save (Project updated successfully.).
How to delete a project
Section titled “How to delete a project”- Click the bin icon in the project’s row.
- The Move project to the trash? window explains that its assets keep it and that you can restore it from the trash. Click Move to trash.
- The message Project moved to the trash. appears.
To bring it back, open Trash and click Restore. To erase it, click Delete permanently and confirm.
Required permissions
Section titled “Required permissions”- Projects › View to open the screen.
- Projects › Add, Edit and Delete to add, edit, delete, restore and delete permanently.