Assets

Last Modified on Oct 24, 2024, 12:05 PM by BePro Software Team

Assets are attached to user profiles. Each asset type on FolioProjects has a different cost based on the amount of data typically needed. Asset performance data can performance data like sustainability metrics and ESG compliance can be shared on reports

Assets are people, products or services needed to achieve the goals of your projects. This includes everything from permits and licenses, to specialists and tools. FolioProjects helps you to define, manage, and track all assets related to your project. You can add a role to each asset.

To add a user profile as an asset to your project, assign it to them using the @ symbol e.g. @beyondprograms. If there is no user with that name, FolioProjects will provide an error.

To add an asset that's attached to a user's profile to the project, add it using the @ and | characters. So, an example would be @beyondprograms|folioprojects. This will alert the asset owner, in this case Beyond Programs Ltd, about this request for them to join

DOCUMENTATION

Our team is here to support your onboarding onto FolioProjects. In this section, we provide you with insight into the various features of the platform including projects, profiles, portfolios, and assets.

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