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.