<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=4957385&amp;fmt=gif">
Skip to content
English
Ask Us
Go to Humanize IT
  • There are no suggestions because the search field is empty.

Customize the Assets view in a Client

The imported Assets are a dataset. The view is designed for internal use. Edit the columns to adjust your view.

Once you have imported Assets, you can review them in this list.  If you click on an Asset you will see all of the available details that were imported with it.  Using the Filters at the top of each column allows you to view specific groups of Assets.

Use the Column editor icon on the right to customize your view. You can:

  • Change the field type for each
  • Add or Delete columns

customize asset columns

Tip: use this to create a focused group of Assets and add them to a Project. A common use for this would be Assets that have missed their Depreciation date and no longer show up on the future Budget forecast.  Select these Assets and add them to a Project.