ACTION
Upload all your Assets which includes all equipment and software resources
NOTE
This database pulls into Contract, Proposal or Project
Once assigned all the details are automatically pulled into document templates such as - Proposals and Invoices
Edit The information can be edited by users with ‘Finance and Asset manager’ rights allocated in Admin Console > Users, at any time, and a notification will be sent to the Company rep to alert of the change
TIP
In case you have a wide range of assets we can help with uploading data. Please consult with your onboarding specialist about the data required for this upload
How to create a Category or Equipment / Software
Navigate to Assets
Select ‘Assets’ via the blue menu bar on the left of the screen
Create New Category
Select ‘+ Create Category’ and input name
Click ‘Create’
Create New Equipment / Software
Select ‘+ Create Equipment’ and input detail in pop-up box
Click ‘Create’
Create a Branch Category
Find the initial Category to branch, click the 3 dots on right side of screen and select ‘Create Category’
Input name and click ‘Create’
Create a Branch Equipment / Software
Find the initial Category to branch, click the 3 dots on right side of screen and select ‘Create Equipment’
Input detail in pop-up box and click ‘Create’
A category is a group of equipment items that within your organisation are similar
You can create as many branches as you like for a multi-level asset inventory
How to edit a Category or Equipment / Software
Edit Category
Find the Category to edit, click the 3 dots on right side of screen and select ‘Edit Category’
Input new name and click ‘Edit’
Submit Equipment / Software Overview
Find the Equipment / Software to edit, click the 3 dots on right side of screen and select ‘Edit Equipment’ or ‘Edit Software’
Insert Description, Upload Image and check details of Equipment / Software
Click ‘Submit’
How to delete a Category or Equipment / Software
Delete Category
Find the Category to delete, click the 3 dots on right side of screen and select ‘Delete Category’
You will be asked to confirm select ‘Confirm’
Delete Equipment / Software
Find the Equipment / Software to Delete, click the 3 dots on right side of screen and select ‘Delete Equipment’ or ‘Delete Software’
You will be asked to confirm select ‘Confirm’
How to create, edit and delete an Inventory Item
Create an Inventory Item
Select an Equipment to Input Inventory
Select ‘Create Item’ on the right side of the screen
Input detail in pop-up and ‘Select Create’
Edit an Inventory Item
Select the Equipment to Edit Inventory
Click on the Inventory Item to configure
Enter updated Inventory details and ‘Select Update’
Delete an Inventory Item
Select the Equipment to Delete Inventory
Click on the Inventory Item to Delete
You will be asked to confirm, select ‘Confirm’
Note that deleting an Inventory item will also remove any association with records from the database in Proteus.
How to create, edit and delete a Licence
Create a Licence
Select a Software to add a Licence
Select ‘Create Licence’ on the right side of the screen
Input detail in pop-up and select ‘Create’
Edit a Licence
Select the Software to Edit a Licence
Click on the Licence to configure
Enter updated Licence details and ‘Select Update’
Delete a Licence
Select the Software to Delete a Licence
Click on the Licence to Delete
You will be asked to confirm select ‘Confirm’
Note that deleting a Licence will also remove any association with records from the database in Proteus.
How to create a Reminder
Select an Equipment / Software
Click on the inventory item or License you wish to add a reminder
Click ‘Create Reminder’ and input details
Select ‘Update’
Note you can add multiple reminders to one inventory item
How to add Files to Equipment / Software
Navigate to Files
Select the Equipment to add a file to
Navigate to ‘Files’ via the white horizontal submenu
Choose to either create a new file or to upload one
You must be logged into MS365
Create a new File
Click ‘Create File’ and input details
Select ‘Create’, this will navigate you to the newly created file
Upload a File
Click ‘Upload File’ then ‘Choose File’
Once a file has been chosen select ‘Upload’