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The Asset Configuration area allows configuring an asset hierarchy and the relevant data entry fields which are displayed to the users at the interface level of the project workflow.
STEP 1: Go to Settings Configuration > Asset Configuration.
STEP 2: Click 'Add New Asset Hierarchy Level' to add a new asset hierarchy level.
STEP 3: Specify a name in the Hierarchy Name field.
STEP 4: Click 'Save' to add the level to the hierarchy.
The system pops up a screen message giving instructions on how to configure the newly created asset level.
TEP 5: Now you can set up the asset level field configuration as follows:
Field |
Description/Instructions |
Mandatory/Optional |
Apply this field |
Enables this Asset level within the Asset Setup |
Optional |
Display in project |
Makes this field visible at the project level |
Optional |
Title Name |
Enter a custom label to be displayed when users browse assets at the project level |
Optional |
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Options for some fields are fixed and cannot be modified (e.g. Asset Name is always enabled within Asset Setup and visible within projects) |
STEP 6: Click 'SAVE' to commit your changes. Repeat this as many times as required to build your tree hierarchy.
STEP 7: Click 'DELETE' to remove an existing hierarchy level. Remember that asset hierarchy levels can only be deleted if they do not have any child assets under them.
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Last revised: November 26, 2017