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Assets in Projects


Assets determine billing for the project, and can be tracked through Asset Statuses
They can be assigned on a cross-business basis, to include local sub-hires.

Permissions Required

PROJECTS:PROJECT_ASSETS:CREATE:ASSIGN_AND_UNASSIGN
PROJECTS:PROJECT_ASSETS:CREATE:ASSIGN_ALL_BUSINESS_ASSETS
PROJECTS:PROJECT_ASSETS:EDIT:ASSIGNMNET_COMMENT
PROJECTS:PROJECT_ASSETS:EDIT:CUSTOM_PRICE
PROJECTS:PROJECT_ASSETS:EDIT:DISCOUNT
PROJECTS:PROJECT_ASSETS:EDIT:ASSIGNMENT_STATUS

Adding Assets to Projects


Assets are assigned using the Asset Search functionality.
To select the project you are assigning assets to, either use the + Add Assets button on the project toolbar, or select a project when searching assets. You can also assign all assets to the project, using the add all button.

Select Project on the Project information page Shopping buttons are highlighted: Add All Assets to Project in blue, Add assets to this project in red

Asset List


The Asset list shows all assets associated with the project, organised by Category and Asset Type.

Example project asset list A Project's asset list

Asset List functions

There are a number of functions that can be used to alter project asset properties.
Some require additional permissions so may not be visible to you.

Project asset functions
Assignment Comment | Discount | Custom Price | Set asset Statuses | Swap Asset | Remove Asset | Expand List

Comments

Assignment comments can be used to highlight specific things about the asset assignment.
For example, requesting a particular DMX address or gel colour.

Discount & Custom Price

By default, AdamRMS calculates hire costs based:

  • The weekly & daily prices set in the asset, or in the asset type.
  • The hire period, which by default is based on the number of days in the project. You can alter how this is calculated in the project settings, by setting project duration for asset pricing purposes to be based on the number of days in the project, or a custom number of days & weeks set by you. This is useful for long term hires, where you may want to charge a weekly rate for each week, rather than a daily rate for each day, or to tailor pricing further.

You can override the hire price in two ways:

  1. Discounts
    • Set price based on a percentage of the asset's cost
  2. Custom Price
    • Set price using any value
  3. Setting the project duration for asset pricing purposes to 0 weeks 0 days, which will set the price of all assets to 0 for that project.

Set Status for assets

This function allows you to set the asset status for selected assets or all assets (if no assets are selected) associated with the project.

Setting status for selected assets
Setting asset status

Swap Assets

If you have multiple assets of the same type, you may want to swap assets to the ones picked rather than finding the exact asset listed by the Project Manager.
This function lists available assets to the project, and you can select a new asset based on the asset Tag.

Asset Swap Swapping assets. The value in brackets is the first custom field of the asset type.

Remove Asset

Remove an asset from the project.

Asset Dispatch


Asset dispatch is a board layout view of all assets assigned to your project.

Asset Dispatch Asset Dispatch

You can update an asset's status by moving it between status columns, using the arrow buttons or by dragging and dropping the asset.