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Projects
Operational initiatives: allocate assets, staff teams, and track work.
Getting Started with Projects in UniAsset
What Projects is for, which plans include it, how to create your first project, and what to do next.
5 min•Beginner
How to Allocate Assets to a Project
Earmark assets for a project, review allocations, release them, and keep allocation separate from assignment and check-out.
5 min•Beginner
Managing Project Teams, Tasks, Milestones, and Work Orders
Add people to a project, track tasks and milestones, link work orders, and read progress from completed versus total items.
6 min•Intermediate
Managing the Project Lifecycle in UniAsset
Start, hold, complete, cancel, and archive projects; understand planned versus actual dates; and know what does not happen automatically.
5 min•Intermediate