How to create a new asset


To create a new asset for a project, go to the Projects module and click the Assets tab inside the project.

assets


Click
Create New in the top right corner.

dashboard


An 
Add New Assets modal window will pop up.

Assets details


Fill out the fields about the new asset: 

  • Asset Model – The title of the asset, what type of asset it is classified as. Asset models can be defined in the Assets module.
  • Purchase Order # – The number of the purchase order. Purchase orders can be defined in the Purchase Order module.
  • Warranty Length (mo) – The length of the warranty on the asset, this is valued in months.
  • Life of Asset (mo) – The length of the total life of the asset, this is valued in months.
  • Units – How many units of the asset is there.
  • Purchase date – The date when the asset was officially purchased.
  • Location – The last known location of the asset.
  • Owned by – The name of the personnel, company, project or office that owns the asset.
  • Delivery Note – A document that accompanies the delivery of the asset, typically provides the name of the product and the quantity of the units present. 

Once you have entered the data, click Next and it will take you to a new modal window.

asset details


Fill out the fields about the new asset: 

  • S/N – This is the serial number of the asset.
  • Tag # – This is the tag number and enables it to be searched easier when attempting to locate it in the future. 

Click Save to update the status of the selected asset. 

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences. 

Note! A user can access the asset information only with the relevant permissions/access rights given by the administrator. 

project asset asset information

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