Adding Assets in Manage Assets

Overview

Assets are the tools, equipment, and gear your projects depend on - safety equipment, machinery, or specialized tools. Manage Assets is where you create and track every one of them in a single place, ready to be assigned and requested by your teams.

Getting There

1. Click Resources in the top menu.
2. Select Manage Assets.

This opens the All Assets List Page, showing every existing asset, filters for searching, and a button to add new ones.

Adding a New Asset

1. Click Add New.
2. In the pop-up, choose how you want to add assets:
   • Manual Creation - add one asset at a time with full details. Best for unique or custom assets.
   • Bulk Upload - upload multiple assets at once from a supported file. Best when setting up many assets in one go.
3. Click Proceed.

Filling in Asset Details

• Asset ID - auto-generated for unique identification
• Asset Name - a clear, descriptive name (e.g., "Excavator Model X120")
• Category - group it under something like PPE, Tools, or Heavy Machinery
• Description - key details about the asset (e.g., "Protective helmet with face shield, ISI certified")
• Asset Type - Individual (tracked separately) or Bulk (tracked by quantity — if Bulk, enter the Quantity available)
• Ownership Type - Owned or Rented (if Rented, enter the Contractor Name)
• Unit Cost - the cost of using or owning the asset, set by Hour, Week, or Month
• Inception Date - when ownership or the rental contract started
• Attachments - upload invoices, warranties, safety certificates, or manuals
• Notes - any custom remarks (e.g., "Used only for Project A" or "Requires safety inspection quarterly")

A QR Code is generated automatically for the asset, ready for quick tracking and scanning.

Creating the Asset

Once everything's filled in, click Create. You'll see a confirmation, and the new asset appears immediately on the All Assets List Page.