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  1. Getting Started
  2. Project Set Up

Resources & Assets

Last updated 10 months ago

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  • Admins can create & edit Resources & Assets

  • Project Assets include Packages Labour, Plant, Materials, Subcontractors, Locations, Calendars, Delay Reasons, Blockers & Tags

You have the ability to configure a set of resources, enabling your team to forecast demand and monitor planned versus actual amounts across the Project.

Use the steps below to create Project Assets:

Open the Project Assets page

  • Click on the Project Name to bring up the drop down menu

  • Select Project Assets to open the modal

  • Use the list to select the Project Asset you would like to add

  • To the right of the screen, there will be a button named Add [Project Asset Name] - Click this to add the Asset

  • Add in a Name, colour & any available fields

  • Click the Create button

Your asset will now be added to the Project and can now be assigned to Tasks.

Adding a Project Asset