How do I assign the "asset action" to a job type?
An asset action defines how a job interacts with assets during project processing. It determines whether asset-related activity, such as creating a new asset, updating an existing asset, recording maintenance, or tracking improvements, should occur when work is performed on a job. Asset actions help ensure project costs and work activity are properly connected to asset management records and reporting.
You would assign the asset action to a job type to define how asset-related activity should be handled for jobs within that category. Asset actions help control whether assets are created, updated, maintained, or tracked as part of the job process. Assigning the appropriate asset action improves consistency, supports accurate asset records, and helps ensure project work is properly connected to asset management activities.
Create
Make a pending action record to add a new asset.
None
No action is required in Asset Management.
Retire
Create a pending action record to retire an existing asset.
Assigning the asset action to a job type
1. Open Connect Project Accounting > Organization > Organization.
2. Click to select the Job Types tab.
3. Click to select a job type.
4. Use the Asset Action menu to select the action to perform.
Some asset actions are assigned to a type in the Asset Management application. If that's the case, the Asset Action menu is not available.
5. Click Save (CTRL+S).
The asset action is assigned to the job type.
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