Creating Relationships Between Assets
To create a fixed asset relationship record:
- Click the Fixed Assets Relationship tab.
- Click New or New Fixed Assets Relationship.
- Enter the name of the project or purpose for which you want to create the relationship.
- Click Save.
To apply a relationship to an existing fixed asset:
- Click the Fixed Assets tab.
- Edit the fixed asset record that you want to create the relationship for.
- Click next to the Fixed Assets Relationship field.
- Search for the relationship record that you want to apply to the asset and select it.
- Click Save.
To view fixed assets by related projects, run the Fixed Assets by Related Projects report. See Fixed Assets by Relationship