Project Portfolio Management – Create Project Assets

  • Open Assets from the Projects icon on the Home Page.
  • Choose Manage Capital Projects from the Tasks List.
  • Highlight Project, Click Actions, and Choose Manage Capital Assets.
  • Click Actions and Choose Add Row.
  • Enter Asset Information
  • Click Save
  • Click Assign Assets button
  • Choose Grouping Level Type = Top or lowest task then “+” to Add Row
  • Click Save and Close.
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