Project Portfolio Management – Generate Asset Lines

  • 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 Edit Asset Details
  • Change Project Asset Type to “As-built”.
  • Populate the Actual In-Service Date and Actual Units.
  • Save and Close.
  • Choose Generate Asset Lines from the Tasks Menu.
  • Enter Required Information
  • Click Submit.
  • Go back to the Overview Page.
  • Click the Pending tab.
  • Click the Transfer Assets button.
  • View Pending > Assets Ready for Update.
  • Once Fixed Assets has accepted the transfer you may click the Update Assets button to update the Project Asset information.
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