Training Materials: Managing and Deploying Assets
Module: Adding Asset Forms to a Project
Objective:
By the end of this module, you will be able to add an Asset Form to a project and perform maintenance on the asset.
Step-by-Step Instructions:
- Introduction to Asset Maintenance:
- To maintain an asset within a project, the first essential step is to add the Asset Form to the specific project.
- Navigating to the Project Setup:
- Go to the Project Setup menu. This is the central hub for configuring various project settings.
- Accessing the Asset Form:
- Within the Project Setup menu, click on the Asset Form menu. This section allows you to manage asset-related forms within the project.
- Selecting the Project:
- Choose the relevant project for which you want to add the Asset Form. This ensures that the form is linked to the correct project context.
- Copying the Template:
- Click the Copy Template From Master Data button located at the bottom right corner of the screen. This action will copy a pre-defined template from the master data repository into your selected project.
- Choosing the Appropriate Form:
- Select the form that corresponds to the asset you previously added to the project. This ensures that the maintenance activities are accurately documented and tracked.
