How to setup Asset Settings

How to setup Asset Settings

This article will explain to setup General Settings

  1. Navigate to the Web Portal and login
  2. On the left-hand main menu, select Assets->Asset Settings
  3. The Asset Spreadsheet displays the list of Assets
  4. Update Asset Class: How to Create Asset Class
  5. Update Check Lists: How to create Check Lists
  6. Update Tool Classes: How to Create Tool Classes
  7. Update Service Plans: How to Create Service Plan
  8. Depot Locations: How to create Depot Locations
  9. Vehicle Prefix, Plant Prefix, and Tools Prefix are used for sequence numbering
  10. Choose any of the Asset Number Sequencing option 
  11.  Assets can be assigned to projects manually, on Job Task or On Pre- Start
  12. Default Vehicle Cost Account: How to Create Accounts
  13. Default Vehicle Cost Tax Rate: How to Add Tax Rates
  14. Default Plant Cost Account:  How to Create Accounts
  15. Default Plant Cost Tax Rate: How to Add Tax Rates
  16. The default Vehicle and Plant Placeholder section can be configured to customize the Asset Display field under Vehicles and Plants - How to setup Default Vehicle Placeholder
  17. The Default Workshop Dashboard Placeholder Section can be configured with the available Placeholders for Workshop Dashboard - How to add Vehicle details under Workshop Dashboard
  18. The Tools Instruction is linked to the Asset & Tools section in the mobile app
  19. Default Map Location is used to show the asset's default location
  20. The Integration Settings allow for synchronization of Assets with NZTA and 3PM Track, which is necessary for Asset Tracking functionality. However, it's important to note that this setup is managed by 3PM.
  21. Click on Update to Save






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